Find the History of Deliveries to a Tank


Here's how to see a detailed listing of all the deliveries made to a specific tank. This process begins by finding the account containing the tank you're looking for.

1. Find the account with the history of deliveries you want by using one of the following:

Account Number

Bill To Last Name

Company Name

Bill To Street Number

Bill To Street Name

Phone Number

Serial Number

Delivery Street Number

Delivery Street Name

People Associated with an Account

 

2. Regardless of how you get to the account, the detail account screen for that customer will be displayed.

3. Left-click the tab located near the top of the window.

4. Left-click the  tab located near the center of the window.

5. This will display the past deliveries for a tank: 

 

 

 

 

 

 

 

 

 

 

6. Right-clicking someone in the grid will bring up more options for the selected row such as "Clear Current Delivery"

 

7. Four deliveries will provide the system with the information necessary to automatically route your deliveries.  

Note: This ONLY applies if you use Degree Days or Degree Days and Gallons Per Day as your routing method. Entering delivery history is NOT necessary if you use Julian Dates, Interval, Driver Call, or Day of the Week type routing. 

8. Left-click the close button to return to the Lynx Main Menu