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1. Create a Tank Device

Click the New toolbar button.

Enter the Serial Number and Tank Capacity. Selectthe Tank Type

Fill in the other fields and click the Save button

Note: The highlighted are the required fields for Devices screen. Serial Number can't be duplicated. If serial number exist, kindly enter another serial number and save.

Select a customer and click View toolbar button

On Customer Inquiry screen, click Site button

Click the New Site button to add a site. This is the + button on the Site Address panel.

Enter the details on Site tab.

The Description and Address entered on the site tab should be the same with the Description and Address displayed on the grid of the Site Address panel.

Use Copy Customer Address button to copy the Address, Zip Code, City, State and Country of the customer on the site fields.

Select a value for the ff: Driver, Route, Location, Clock, Account Status, Tax State ID, Class Fills, Item and Fill Method.

Enable/Check Sales Tax Option.

Select the site you have created on Search Consumption Site screen. Click View toolbar button to open the site.

Attach a customer owned device on the site by clicking Attach Device menu button and select Attach Customer Owned.

Enter details and select a Tank Type. Click Save button.

The device will be displayed on the Devices tab grid.

Attach a company owned device on the site by clicking Attach Device menu button and select Attach Company Owned.

Search for the tank that has been created in Step #1. Select the device and click Open Selected button to attach the device.

The device will be displayed on the Devices tab grid.

Navigate to Site tab.

Total Capacity and Total Reserve will display the sum of the devices attached to the site.

Navigate to Event History tab.

History of the devices attached will be displayed in grid.

Select an event and click View button. Event History form for the selected device event will display.

Go back to Devices tab and select the Company Owned device on the grid.

Click View button.This will open the Devices screen.

Click Lease button. Enter and fill in the needed details and Save.

Close the Lease screen. Lease No will display in Lease Number field of the Devices form.

Navigate to Appliances tab.

Add and select 2 appliance type and enter the remaining details on the grid. Save the site form.

Using the same customer site, click Call Entry toolbar button.

Tab focus will be on the Call Entry tab. Enter details in Comments field. Click Save toolbar button.

Click Create Events toolbar button.

Level will be automatically set to Consumption Site.

Select a Performer ID and click Save button.

Navigate to Event History tab.

Event-004 and its description will display on the grid.

Navigate to Work Order tab.

Click Work Order and select Add Work Order.

Add date in Date Scheduled field and enter details in Additional Info field.

Select a work order item in To Do Items panel. Save the work order.

Pre- requisite: There should be 2 or more sites to continue with associating a site. You can associate a site from other or same customer.

If there is 1 or none existing site, repeat Steps # 2 and 3.

Select the site to associate in Site Address panel.

Click Site Actions toolbar button and select Associate Site.

Select 'Base' as the Association Type.

Click Find button and select a site you want to associate. Click OK button.

The site will be associated and will display in Associated Sites tab under the Base group.

Click Site Actions menu button and select Associate Site.

Select 'Link' as the Association Type.

Click Find button and select a site you want to associate. Click OK button.

The site will be associated and will display in Associated Sites tab under the Link group

Select an associate site and click the View button. This will direct you and will let you view the associated customer site. Close the consumption site form.

Go to Tank Management menu > Consumption Site

Select the first site you have created on Search Consumption Site screen. Click View toolbar button to open the site.

Click Site Action menu button and select Reassign Site button.

The message below will display since the site you'll reassign has an open call entry. Click Yes button.

The confirmation message 'Are you sure you want to re-assign this Site?' will follow. Click Yes button.

Since the attached device has a lease, reassigning a site will display this message. Click Yes button.

Reassigning Site loading message will display. After that, the message asking if you want to load the new site record will prompt. Click Yes button.

The new site will be loaded. Customer details on the upper panel will display the new customer's info. The Site will display below the customer's existing sites.

Navigate to Devices tab. It will display the 2 attached devices from previous customer site.

Select the Company Owned device and click the View button.

In Devices form, click Lease button. Bill Customer and Name will now display the new customer's info. Close the Lease and Devices form.

Navigate to Associated Sites tab. It will display the associated sites from the previous customer site.

Navigate to Appliances tab. It will display the appliances type from the previous customer site.

Navigate to Call Entry tab. No call in order will display. It should be removed during the reassignment.

Navigate to Event History tab. Event-001 and Event-005 will display on the grid.

Navigate to Work Orders tab. No work order will display. It should be removed during the reassignment.

Close the form.

Go to Tank Management menu > Customer Inquiry

Search for the original customer site you have created and click View button.

On Customer Inquiry screen, click Site toolbar button.

The Consumption Site will displayed but it is deactivated. Active check box is unchecked.

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