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Created On: 03/16/2022
in Knowledge Base Hub CRM Successfully implementing a CRM (Customer Relationship Management) program at your business is a process requiring planning and execution. In the business world, a number of CRM implementations fail for a variety of reasons but often they lack mana...
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Multi-Factor Authentication can be set up by selecting the User drop-down and choosing My SKY Account . Setup Select Edit to set up Multi Factor Authentication in SKY. Select + Add Multi Factor Method . Choose an authentication met...
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A signature can be set up by selecting the User drop-down and choosing My SKY Account . Select Add Signature to draw a signature using either a mouse or finger. Choose Save when done. The signature will display on the Signatur...
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At View Tanks , the Latitude and Longitude of the tank displays. If the Lat/Long does not exist for the tank or it needs updated, click Map . On the View Ta...
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Use Multi Ticket to start a ticket for multiple tanks. Select the tanks to fill. As tanks are selected, they display in the bottom portion of the window. The tanks are filled in the order they are listed. Use Move Up and Move Dow ...
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To change the billing split on a tank, start with the View Trip Plan, Single Ticket, or Multi Ticket button. Select the tank or order and click View Tank .
On the Profile tab, click on ...
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This customer has $100 in Unapplied Cash and is being invoiced for $325. The Take a Payment checkbox is selected. Save the ticket, and the screen ...
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This ticket is split 50/50 between 2 customers who have both prepaid for propane. The gallons left and price per gallon differs for each customer. The first customer has $100 left in prepay, but this customer's share of the ticket is $250. As a re...
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A ticket is added for a customer who has previously prepaid for fuel. This delivery is 500 gallons. There are not enough gallons or ...
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The price for gas has been imported at a list price of $1.15 per gallon. The customer should be billed at $1.10 per gallon instead.
Double-click under the c...