Retail Home Heat

Degree Day Accounting

Maintain multiple products for the same account with each product record containing its
   own scheduling method and degree day table
Automatic account ticket selection by delivery date, K factor, and interval scheduling
Automated credit code criteria as defined in credit code table
Automatic hold codes disabled at change of season or by date
Create different degree-day tables for different climatic area.
Delivery exception reports exported to excel with the click of your mouse

Delivery Scheduling System

Our sophisticated degree-day scheduling system will maximize deliveries to heating customers. For other accounts, routes and days scheduling will ensure that your deliver the maximum volume on each drop. We have optimized the scheduling system to reduce delivery cost while ensuring that customers do not run out of products.
The next delivery projection is independent of the Accounts Receivable update; dispatchers do not have to wait for Accounts Receivable month end completion to schedule deliveries.

Automated credit approval of regular selection and of manual requests
Interface to all popular truck computers and dispatch systems
Credit information and estimated delivery is assessed at a glance with the Quick Status option
Quick search option to easily locate customer’s information
Four season degree day system with user defined projection parameters
Integrated Call System with user defined parameters
Next delivery projection for Will Call customers for proactive customer service
Up to ten lines of delivery instructions may be printed on delivery tickets
Historical details of all deliveries is easily accessible
Ability to transfer historical information of deliveries to an other account
Unlimited information can be entered in the notepad to record customer’s communications
Multiple delivered products maintained on same account
Delivery selection (ticket pull) by delivery zone and by product
Customer’s sales and profitability information is maintained month by month
Forecasting of deliveries for workload analysis
Delivery scheduling exception report
Up-date next delivery information without affecting receivables

Delivery Dispatch

Electronic Dispatch

Burner and Equipment service and Repair

Inventory control of parts by warehouse or service vehicle, automated Part Protection Plan billing, last cleaning date automatically updated, parts guarantee control and detailed service history for each service location is only part of the benefits of this module. Find out about the profitability of your service department.

Unlimited number of service parts
Inventory controlled by warehouse and service vehicle
Multiple service locations and part protection plans per customer
Parts discounts on part protection plan
Automatic application of part plan coverage of parts
Warranty control on parts installed
Unlimited Historical information
Ability to transfer historical information to an other account
Profitability analysis of service contracts
Automatically up dates last cleaning date
Follow-up on assigned annual cleaning work order
Multi-Level commission structure for service Contractors
Ability to create parts without maintaining inventory control
Maintain customer’s equipment details
Link to Dispatcher Call control system
Service record may be linked to an other account for billing purposes
Part Protection Plan billing may be paid automatically by PAP or Credit Card
Automated Credit approval of all service requests
Credit information and service status is assessed at a glance using the Quick Status option.
Quick search option to easily locate customer’s information

Service Management and Service dispatch

Job Costing
Appointment Scheduler

Lubricants Billing System

The extend pricing capabilities of this module coupled with the power of the inventory management system makes it the ideal tool for sales and pricing control of lubricants and other products. You can configure the system to create additional transactions automatically at time of data entry for container deposits or any other item that is part of a specific product.

Up-to five base selling price per Region
Special Volume discounts applicable at the selling Region level
Discounts may be applied at the product, category or main product category under a best fit scenario
Price zone differentials applies to net selling price
Application of user defined taxes and exemptions
Invoice may be processed as a cash sales
Immediate application of cash discount for cash sales
Products may be sold in units or in package
Customized invoice print function
Invoice may be used as a Bill of Lading
Quick search option to easily locate customer’s information
Customer credit situation is displayed on data entry screen
Flexible product search function at time of data entry
System’s pricing may be modified. This option is security controlled
Gross margin analysis report for pricing review before posting

Equipment rental and Financing

Equipment rented, leased or loaned to your customer is an important part of your business assets. You need the tools to control these assets and to ensure you get the benefits of your investment. We provided all the necessary tools to ensure proper control of your equipment.

Unlimited number of equipments record for each customer
Same equipment type may be repeated
Quick search option to easily locate customer’s information
Define each equipment record as rented, loaned or financed
Calculates the instalment amount and interest value
Updated deferred capital balance after each up date
Variable periodic instalments
Equipment billing may be paid with PAP or Credit Card
Compare Equipment record with date of last sale for each customer
Formal transaction invoice may be printed for specific customers
Link to Query manager for serial number search

Financial Reporting

Accounts Receivable

All the detailed information and reporting requirements you will ever require in managing your customer’s accounts and identifying problems before they occur. The active management aspect of Accounts Receivable allows you to watch receivables and take necessary action that will enhance your cash flow and bottom line.

Balance Forward or Open Item statements selectable at the customer level
Cycle billing option
Automatic payment of statement balance by credit card or Pre-Authorized payment
Multiple delivery points with major accounts for receivable control
Automated credit approval of deliveries and equipment service
Variable credit charges rates on overdue accounts
Credit situation is assessed at a glance with the Quick Status option
Maintain post dated checks control on customer’s file
Budget Plan features with mid-season review of projected end of season situation
Integration with Microsoft Word for collection letters
Integrated with Microsoft Word and Excel with available export
Accounts receivable transactions available at your fingertip with drill down option
Automatic payment allocation or user selected application of payment on Open Item accounts
Tracks and reports on Promises to Pay
Supports Budget Payments, Pre-buy, Fix Price and Cap Agreements
Allows current month entry during month-end process
Multiple product invoicing
Displays and print detail information or summary by a range of accounts or dates

Credit & Collection

Collection Dashboard
Detailed selection criteria by region, collector, cycle, credit code
Reject call management
Automatic pre-authorized payments and credit card payments
Promise to pay and dunning letter records stored and can be reviewed at any time

Part Management - Inventory, part protection plan etc.

Flexible pricing

Inventory Management

The inventory management module contains all the tools required to control your bulk plant, truck, cardlock or any other inventory locations in an efficient manner. Details of transactions are easily traceable, minimum and maximum inventory values are maintained by month to avoid overstock of seasonal items.

Reports all transactions by Region, Bulk Plant, delivery units and Cardlock site
Detailed listing or summary listing by date or by product
Automated transfer between products
Multi level package add-on feature
Items may be sold by Units or package
Monthly minimum, maximum and re-order level for each product
Last 12 months sales by product for each region, bulk plants and delivery units
Quantity on hand and committed
Multiple costing methods: LIFO, FIFO, average, latest cost
Entry of daily physical inventory for comparison with book inventory
Ability to flag non inventory items
User defined automatic selling price change based on latest cost parameters
User defined volume discount parameters
Printing of Inventory count sheets by product category, Region and Bulk Plant
Inventory listings selectable by product categories
Full audit trails of inventory transactions
User defined inventory adjustments codes linked to General Ledger

Wireless Integration with Infosys or your preferred vendors