Access Oil & Energy Customers Explained

Use the Access Customers menu within Oil & Energy to find, edit and create new Customer accounts.

Search for Customers

Click the Find button to search for an Oil & Energy Customer Account. See Select an Oil & Energy Customer for details.

Access

Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Oil & Energy module > Access Customers.

Create an Oil & Energy Customer Account

Learn more about the information contained in an Oil & Energy Customer Account by clicking on the tab title.

Access Oil & Energy Customers- Created, Edit or review basic customer account set up.

Ship To- Includes all Ship To addresses for delivery of Propane, Gasoline or Distillates.

Oil & Energy- Flag the account as an Oil & Energy customer and indicate if Invoices for deliveries should be printed.

Tanks- View all Tanks associated with the customer. See Access Tanks for additional information.

Regulators- View the Regulators associated with Tanks.

Recent Deliveries- View all recently completed deliveries to a customer.

Upcoming Deliveries- view deliveries scheduled but not yet completed.

Service Contracts- Any Service Contract for the customer will be listed.

Lease Agreements- Lease Agreements for any rented Tank will be listed.

Fuel Tax- View or add any Fuel Tax the customer is exempt from paying on Oil & Energy Orders.

Budget Billing- Customers can opt to use Budget Billing for their Fuel costs. Use this section to establish available credit, select the Tanks, enter the payment and track all transactions.

Energy Assistance- View any account that will be responsible for the customer's delivery billing.

Status- Use Status for at a glance information for the current account balance aging, balance and statistics on payment history.