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                                                                                                                         Prebuy Contracts
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The Prebuy Contracts option allows for Prebuy customers, those who purchase a quantity of gas before they need it, to be entered into the system.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Add New Prebuy Contract

            First, select Add New Prebuy Contract from the Prebuy drop down menu.  In the ěSelect Nameî screen, add a new prebuy contract by selecting the customerís name or account number.  After selecting the customer, the number of tanks that customer has will show up on the lower right hand side of the screen in the ěTank(s)î field.  A tank ID must be highlighted or the customer will not be added as a prebuy contract.

 Delete Entry

            Delete the selected/highlighted prebuy entry.

 

 

After clicking OK in the ěSelect Nameî window, the ěPrebuy Add Entryî screen comes up with some information already in it.  The account number, name of customer, and tank ID cannot be changed in this form, but the details of the contract can be entered.

After entering the Quantity in Gallons the customer purchased and the Price per Gallon, click OK.  The entry will be added to the main ěPreBuyî screen.  Entering a comment is optional.

 

 

 

 

In the Reports menu option, Print Selected Account will create a printable report of the information of that selected Account on the PreBuy screen.

 

 

The menu option in Reports Print Selected Dates/Accounts creates a report of the accounts in a particular date range specified in the Report Dates screen

Print Current Contracts option in the Reports Menu option gives a report with all the current contracts.

Print Prebuy History in Reports Option gives a report with all the past prebuy contracts. When that option is selected, the options for Reports window comes up where the Account/Name or Date range can be selected. If none is selected it will print all the contracts

 

   

The Find menu option allows a prebuy customer (meaning one that has actually purchased gas) to be looked up by the customer name or account on the PreBuy screen. 

NOTE: Only those customers listed on the PreBuy screen will be available to be selected or found.

The Enter Ticket screen is not part of the PreBuy screen.  A ticket can only be entered by going to the main menu on the Delivery Manager, clicking the Delivery menu option and highlighting Ticket Entry.  The ěPrebuy Infoî column on the ticket will only be seen when a ticket is entered for a PREBUY customer.

 

         

 

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