FAQ's About Delivery and Routing Functions

1. What do the colors mean on the "Add, Change, Delete Routes" screen?

What do the Colors mean on the "Add, Change, Delete Routes" screen?

Colors in the column have the following meaning:

Colors in the column have the following meaning:

2. How do I handle a customer who calls and is out of fuel (or very low)?

How do I Handle a Customer who Calls and is Out of Fuel (or Very Low)?

Find the customer and the tank involved.

Under the "Tanks" tab, select the appropriate drop-down item from "Delivery Status".

Change the "Hold Until" date if necessary.

See How to Handle Customer Calls for Fuel for help on this.

3. What do I do if a stop is not recalculating a return date?

What do I do if a Stop is not Recalculating a Return Date?

It's probably because the Delivery Status for the tank is set to "Hold Until" or "Credit Hold", both of which over-ride normal recalculation of delivery dates.

To check this, go the the account in question, select the TANK(S) tab for the appropriate tank, then the Tank tab and check the Delivery Status and Hold Until date.

4. Why does the system keep scheduling return dates way too frequently?

Why does the System keep Scheduling Return Dates way too Frequently?

The most likely problem is that you have inadvertently set the "Estimated Return Percent" for this tank to a very high number (like 80% or 90%). Given this, the system thinks it needs fuel almost constantly.

To fix this, go to the account and the tank in question. Left-click the button and then left-click the tab. Make sure the box contains a low number (like 20% or 30%). If it doesn't, key it in.

5. How do I change from Winter to Summer or from Summer to Winter?

How do I change from Winter to Summer or from Summer to Winter?

Selecting whether or not you want to use Summer or Winter intervals is done in Routing Preferences.

For help on this, go to Set Up Routing Preferences.

6. How do I put in my Degree Days?

How do I put in my Degree Days?

Under "Delivery" on the Lynx Main Menu, select "Degree Days" from the drop-down menu.

Then select "Add, Change, Delete Degree Days".

For help on this, go to Update Degree Day Information.

7. How do I keep will call customers from showing up on the Routing window?

How do I keep Will-call Customers from Showing up on the Routing Window?

From the Add, Change, Delete Routes window select "Yes" for "Filter this Route?". Then left-click the "Filter options" button and un-check the "Include Will Calls", like this:

Then left-click the "OK" button and the Will Calls will disappear from the grid.

8. Why have most of my price codes disappeared when entering a Delivery Invoice?

Why have most of my price codes disappeared when entering a Delivery Invoice?

Check your Invoicing Preferences to see if Delivery Invoice is checked or not.

By selecting "Yes", only those products included in the Default Product Group selected above will be shown in the drop-down list. If you select "No", the drop-down list will include ALL of your products.