Lynx Propane Software
Table of Contents

 

  • INTRODUCTION
    • Introduction to Lynx
    • The Lynx Help System
    • If You're Not Familiar with Windows
    • Lynx Terminology
    • Glossary
    • Quick Reference Cards
    • Lynx Newsletters
    • FAQ's (Frequently Asked Questions)
  • GETTING STARTED
    • The Big Picture
    • Develop a Cut-over Strategy
    • Technical Considerations
      • Overview of Technical Considerations
      • If You Have a Single Computer
      • If You Have a Network of Computers
      • Operating System and Software Requirements
    • Support from Columbus Systems
    • Load in Data
      • Load My Map Data
      • Load My Company Data
      • Load My Customer Data
    • Enter Beginning Balances
      • Enter My Beginning A/R Balances
      • Enter My Beginning A/P Balances
      • Enter My Beginning G/L Balances
    • Using the Lynx System
    • Overview of PCI Compliance
    • FAQ's About Getting Started
  • TIPS ON USING LYNX
    • Tips for the Manager
    • The Lynx Help System
    • Design Concepts
    • Tips, Tricks, and Shortcuts
    • Accounting Principles
    • Batch Processing Principles
    • How to Handle
      • Tank Serial Numbers
      • Assembly Products
      • HazMat Fees
      • Pre-buys
      • Bad Debts
      • Budget Customers
      • Tank Rent
      • Cylinder Exchanges
      • Service Orders
      • Cash Sales
      • Credit Card Refunds
    • Setting Up Preferences
      • Setting Up Your Company Preferences
      • Setting Up Your Account Preferences
      • Setting Up Your Invoicing Preferences
      • Setting Up Your Routing Preferences
      • Setting Up Vendor Preferences
    • Control Procedures
    • Overview of Account Numbers
    • Definition of a Product
    • How the System Handles Taxes
    • How the System Handles Bookkeeping Dates
    • Overview of Writing Checks
    • Control Cards
    • Troubleshooting
  • SETTING UP YOUR COMPANY
    • Overview of Setting Up Your Company
    • Set Up Company Preferences
    • Company Information
      • Add Company Information
      • Change Company Information
    • Employees
      • Find an Employee
      • Add an Employee
      • Change Employee Information
    • Load Your Company Logo
    • Lynx Security
      • Set Up System Security
      • Add a Security Profile
      • Change a Security Profile
      • Delete a Security Profile
    • Backup the System
    • Restore from Backup
    • Exit the System
    • FAQ's About Setting Up Your Company
  • CUSTOMERS
    • Overview of Customer Functions
    • Overview of Account Numbers
    • Set Up Account Preferences
    • Finding a Customer
      • by Account Number
      • by Last Name
      • by Company Name
      • by Bill To Street Number
      • by Bill To Street Name
      • by Phone Number
      • by Serial Number
      • by Delivery Street Number
      • by Delivery Street Name
      • by People Associated with the Account
      • Advanced Customer Search
    • Notes
      • The Difference Between Notes and Reminders
      • Find General Notes about an Account
      • Add General Notes to an Account
      • Find Collection Notes about an Account
      • Add Collection Notes to an Account
      • Find Delivery Notes about an Account
      • Add Delivery Notes to an Account
      • Find Service Notes about an Account
      • Add Service Notes to an Account
      • Add a Reminder Note to an Account
      • Change Reminder Notes about an Account
      • View Reminder Notes
    • Add a Warning Message
    • Customer Accounts
      • Add a Customer
      • Add an Account Type
      • Change an Account Type
      • Delete an Account Type
      • Change Customer Information
      • Set Up Customer Tags
      • Add an Alternate Snow Bird Address
      • Delete an Account
      • Make an Account Inactive
      • The Difference Between Deleted and Inactive Accounts
      • Assign a Tax Group to an Account
      • Adding Files to an Account
      • Deleting Files from an Account
      • Add a Customer Owned Tank to an Account
      • Add a Company Owned Tank to an Account
      • Remove a Customer Owned Tank from an Account
      • Remove a Company Owned Tank from an Account
      • Add a Dummy Tank to an Account
    • People Associated with Account
      • Find a Person on an Account
      • Add a Person to an Account
      • Change Information about a Person on an Account
      • Remove a Person from an Account
    • Prospects
      • Overview of Prospects
      • Add a Prospect
      • Prospect Notes and Reminders
    • Delivery Information
      • Find Tank Information for an Account
      • Add a Delivery Address
      • Change a Delivery Address
      • Find a Stop Number for an Account
      • Assign a Stop Number to an Account
      • Change a Stop Number on an Account
      • How to Handle Customer Call-ins for Fuel
      • Price Calculator
      • View a Map of the Customer Tank Location
      • Change the Location of a Tank on a Map
      • Change the Look of the Tank Location Map
    • Account Ledger
      • Find the Ledger for an Account
      • What Ledger Colors Mean
    • Budget Customers
      • How to Handle Budget Customers
      • Set Up Budget Payments for an Account
      • Change Budget Payments for an Account
      • View Budget Customers
      • View Late Budget Payers
    • Past Due Accounts
      • View 90 Day Past Due Accounts
      • View 60 Day Past Due Accounts
      • View 30 Day Past Due Accounts
    • Pre-buys
      • How to Handle Pre-buys
      • How to Change a Pre-buy Contract
      • How to Delete a Pre-buy Contract
    • Overview of Terms
    • How to Set Up Credit Limits
    • How to Handle Landlord / Renter Relationships
    • Printing
      • Print a Ledger for an Account
      • Print Budget Payment Reminder Letters
      • Print Budget Payers List
      • Print the Customer Location Map
      • Print a Single Mailing Label
      • Print Custom Customer Letters
      • Print Custom 30/60/90 Day Letters
      • Print Customer Reports
      • Print Customer Graphs
      • Print Notes
    • FAQ's About Customer Information
  • BOOKKEEPING
    • Overview of Bookkeeping Functions
    • How Lynx Handles Bookkeeping Dates
    • How to Use the Numeric Keypad
    • Accounts Receivable
      • Overview of Accounts Receivable
      • Age Accounts
      • Quick A/R Balance
      • FAQ's About Accounts Receivable
    • Invoicing
      • Overview of Invoicing
      • Add an Invoice Type
      • Change an Invoice Type
      • Delete an Invoice Type
      • Set Up Invoicing Preferences
      • Enter Invoices
      • Find a Transaction or Payment
      • Overview of Terms
      • FAQ's About Invoicing
    • Accounts Payable
      • Overview of Accounts Payable
      • Set Up Accounts Payable Preferences
      • How to Order Accounts Payable Checks
      • FAQ's About Accounts Payable
    • Taxes
      • Add a Tax
      • Change Tax Information
      • Change a Tax Rate
      • Delete a Tax
      • Add a Tax Group
      • Change a Tax Group
      • Delete a Tax Group
      • Assign a Tax to a Tax Group
      • Assign a Tax Group to an Account
      • Assign a POS Tax to a Tank
      • How the System Handles Taxes
    • Periods
      • Change the Default Period
      • Close Periods
    • Period-end Billing
      • Overview of Period-end Billing
      • Generate Rental Charges
      • Generate Finance Charges
      • Roll-Up All Invoices
      • Add Messages to Statements
      • Prepare Statements
      • Print Statements
      • Reprint Statements
    • General Ledger
      • Overview of General Ledger
      • Edit the Chart of Accounts
      • Year End
      • View Bank Accounts
      • Bank Reconciliation
      • What Ledger Colors Mean
      • Quick Check Writer
      • Quick Receipt of Miscellaneous Cash
      • Add, Change, Delete Payees
      • FAQ's About General Ledger
    • Vendors
      • Add a Vendor
      • Change Vendor Information
      • Delete a Vendor
      • Find a Vendor
      • Set Up Vendor Preferences
      • Add a Vendor Contact
      • Change a Vendor Contact
      • Delete a Vendor Contact
      • Find a Vendor Contact
      • Enter Vendor Bills
      • Pay Vendor Bills
      • Find a Batch of Vendor Bills
      • Add a Batch of Vendor Bills
      • Find a Vendor Bill Payment Batch
      • Add a Vendor Bill Payment Batch
      • How to Handle Vendor Refunds
    • Tank Rent
      • Find Tank Rent Information
      • Add Tank Rent Information
      • Change Tank Rent Information
      • Custom Rental Prices
      • Using End Rental Dates
    • Add a Warning Message
    • Batch Processing Principles
    • Invoice Batches
      • Find an Invoice Batch by Batch Number
      • Find an Invoice Batch by Invoice Number
      • Add an Invoice Batch
    • Payment Batches
      • Find a Payment Batch by Batch Number
      • Find a Payment Batch by Invoice Number
      • Add a Payment Batch
      • Enter Payments
      • Enter Payments to Open Item Accounts
    • Delivery Batches
      • Find a Delivery Batch by Batch Number
      • Find a Delivery Batch by Invoice Number
      • Add a Delivery Batch
      • Enter Deliveries
      • Overview of Preventive Maintenance Checks
    • Service Batches
      • Enter Service Invoices
      • Add a Service Batch
      • Find a Service Batch by Batch Number
      • Find a Service Batch by Invoice Number
    • Period-end Billing Batches
      • Change or Delete Finance Charges
      • Find a Finance Charge Batch by Batch Number
      • Find a Finance Charge Batch by Invoice Number
      • Change or Delete Rental Charges
      • Find a Rental Charge Batch by Batch Number
      • Find a Rental Charge Batch by Invoice Number
    • Journal Entries
      • Overview of Journal Entries
      • Find a Journal Entry Batch
      • Add a Journal Entry Batch
      • Enter a Journal Entry
      • Print a Journal Entry Check
      • Enter a Payroll Journal Entry
      • FAQ's About Journal Entries
    • Writing Checks
      • Overview of Writing Checks
      • How to Write Checks
    • How to Handle
      • HazMat Fees
      • Cash Sales
      • Meter Accounts
      • Customer Discounts
      • Customer Refunds
      • Customer Credits
      • NSF Checks
      • Customer Deposits
      • Pre-buys
      • Bad Debts
      • Tank Rent
    • View Batches That Have Not Been Posted
    • How to Handle Credit Card Refunds
    • Printing
      • Print Accounts Receivable Reports
      • Print Accounts Payable Reports
      • Print General Ledger Reports
      • Print a Deposit Slip
    • FAQ's About Bookkeeping
  • DELIVERY
    • Overview of Delivery Functions
    • Identify Tanks Due for Delivery
    • Borrow Another Tanks History
    • Scheduling Deliveries with Lynx
    • Overview of Degree Days
    • Routing
      • Overview of Routing
      • Find a Route
      • Add a Route
      • Change a Route
      • Delete a Route
      • Set Up Routing Preferences
    • Routing Methods
      • Overview of Routing Methods
      • Degree Days Method
      • Gallons Per Day Method
      • GPD and Degree Day Method
      • Day of the Year(Julian) Method
      • Interval Method
      • Driver # of Weeks Method
      • Day of the Week Method
      • Static K Method
      • Parent/Child Routing Method
    • Mapping
      • View a Map of a Route
      • View a Map of All Tanks
      • Assign a Tank Location to a Map
      • Change the Location of a Tank on a Map
      • View a Map of a Stop Location
    • Stops
      • Find a Stop
      • Assign a Stop Number
      • Change a Stop Number
      • Change Routing Method for a Stop
      • View Deliveries for a Stop
      • Generate Tickets for the Selected Stops
      • View Aging of Stops
    • Delivery Address
      • Add a Delivery Address
      • Change a Delivery Address
    • How to Handle Pre-buys
    • How to Handle Customer Call-ins for Fuel
    • Update Degree Day Information
    • Order Lynx Truck Tickets
    • Batches
      • Find a Delivery Batch by Batch Number
      • Find a Delivery Batch by Invoice Number
      • Add a Delivery Batch
      • Enter Deliveries
      • Overview of Preventive Maintenance Checks
    • Printing
      • Print a Route Card for a Tank
      • Print a List of Selected Stops
      • Print Route Reports
      • Print Delivery Reports
      • Print Delivery Graphs
    • FAQ's About Delivery Functions
  • INVENTORY
    • Overview of Inventory Functions
    • How to Handle Your Products
    • Record Physical Inventory
    • Products
      • Define a Product
      • Find a Product
      • Add an Inventory Product
      • Add a Service Product
      • Change a Product
      • Delete a Product
      • Find a Product Price
      • Add a Product Price
      • Change a Product Price
      • Delete a Product Price
      • Add Taxes to a Product
      • Remove Taxes from a Product
      • Move Prices to Another Product
      • Assign a Default Product
      • Change a Default Product
    • Pricing
      • Special Plus or Minus Pricing
      • Cost Plus Pricing
      • Hold a Price Until a Date
    • How to Handle Inventory Quantities
    • Inventory Bins
      • Add an Inventory Bin
      • Change an Inventory Bin
      • Delete an Inventory Bin
    • Pre-buys
      • How to Handle Pre-buys
      • How to Change a Pre-buy Contract
      • How to Delete a Pre-buy Contract
    • Cost of Goods
      • How to Handle Cost of Goods Sold
      • Handle Cost of Goods Sold for Propane
      • Handle Cost of Goods Sold for Large Items
      • Handle Cost Of Goods Sold for Small Items
      • Set Product Cost on Price Codes
      • Set Product Cost on Products
      • FAQ's About Cost of Goods Sold
    • Print Inventory Reports
    • FAQ's About Inventory Functions
  • SERVICE
    • Overview of Service Functions
    • Invoices and Batches
      • Find a Service Batch by Batch Number
      • Find a Service Batch by Invoice Number
      • Add a Service Batch
      • Enter Service Invoices
    • Service Orders
      • How to Handle Service Orders
      • Add a Service Order
      • Change a Service Order
      • Delete a Service Order
    • View Service Schedule
    • How to Handle Assembly Products
    • Appliances
      • How Appliances are Maintained in the System
      • Find an Appliance
      • Add an Appliance
      • Change an Appliance
      • Delete an Appliance
    • Propane Safety Checks
      • Overview of Propane Safety Checks
      • Add a Propane Safety Check
      • Change a Propane Safety Check
      • Delete a Propane Safety Check
    • Printing
      • Print a Service Order
      • Print All Service Orders
      • Print Service Reports
    • FAQ's About Service Functions
  • TANKS and EQUIPMENT
    • Overview of Tank and Equipment Functions
    • How to Handle
      • Tank Serial Numbers
      • Tank Rent
      • Pre-buys
      • Tank Sets and Pickups
      • Cylinder Exchanges
      • Manifolded Tanks
    • Keep Full vs. Will Call
    • Gallons vs. Pounds
    • Finding Tank or Equipment
      • by Serial Prefix
      • by Serial Number
      • by Account Number
      • by Delivery Street Number
      • by Delivery Street Name
    • Tanks
      • Add New Tanks to the System
      • Add Multiple New Tanks to the System
      • Change Tank or Equipment Information
      • Set Up Tank Tags
      • Add a Customer Owned Tank to an Account
      • Add a Company Owned Tank to an Account
      • Remove a Customer Owned Tank from an Account
      • Remove a Company Owned Tank from an Account
      • View Yard Tanks
      • Find the History of Deliveries to a Tank
      • Swapping Tanks
      • Tank File Maintenance
      • Price Calculator
    • Equipment
      • Find Company Equipment
      • Add Company Equipment
      • Change Company Equipment Information
      • Add Equipment Types
      • Change Equipment Types
      • Delete Equipment Types
    • Mapping and Directions
      • View a Map of a Tank Location
      • View a Map of a Route
      • View a Map of All Tanks
      • Change the Location of a Tank on a Map
      • Find Directions to a Tank Location
      • Add Directions to a Tank Location
      • Change Directions to a Tank Location
    • Routing
      • Find the Route and Stop for a Tank
      • Find the Routing Method Used for a Tank
      • Change the Routing Method Used for a Tank
      • Add a Tank to a Route
      • Change a Tank Route and Stop
      • Add a Delivery Address for a Tank
      • Change a Delivery Address for a Tank
    • Appliances
      • Find Appliances Used with a Tank
      • Add Appliances to a Tank
      • Delete Appliances from a Tank
    • Propane Safety Checks
      • Overview of Propane Safety Checks
      • Add a Propane Safety Check
      • Change a Propane Safety Check
      • Delete a Propane Safety Check
    • Tank Rent
      • Find Tank Rent Information
      • Add Tank Rent Information
      • Change Tank Rent Information
      • Custom Rental Prices
      • Using End Rental Dates
    • Identify Tanks that Need Painting
    • Overview of Cathodic Protection (Anode Bag) Testing
    • Overview of Preventive Maintenance Checks
    • Printing
      • Print Tank Reports
      • Print Tank Graphs
    • FAQ's About Tanks
  • REPORTS
    • Overview of Reporting Functions
    • Report Identification
    • How Filters Work
    • Reports
      • Print Customer Reports
      • Print Accounts Receivable Reports
      • Print Accounts Payable Reports
      • Print General Ledger Reports
      • Print Delivery Reports
      • Print Inventory Reports
      • Print Service Reports
      • Print Tank Reports
    • Graphs
      • Print Customer Graphs
      • Print Delivery Graphs
      • Print Tank Graphs
    • Printer Troubleshooting
    • FAQ's About Reports and Graphs
  • PREFERENCES
    • Company Preferences
      • Accounts Receivable Preferences
      • Printing Preferences
      • Pre-buy Preferences
      • Company Routing Preferences
      • More Company Preferences
    • Customer Preferences
    • Accounts Payable Preferences
    • Invoicing Preferences
    • Routing Preferences
  • HELP
    • Overview of the Integrated Lynx Help System
    • Overview of the Online Lynx Help System
    • Create an Online Help Shortcut
    • Find a Lynx Help Topic
    • Specify Whether Lynx Help Stays in Front of Other Windows
    • Change the Location of a Lynx Help Window
    • Change the Size of a Lynx Help Window
    • Change the Font of a Lynx Help Topic
    • Print a Lynx Help Topic
    • FAQ's About Using the Help System