How to Handle Customer Call-ins for Fuel

Here's how to take care of a customer who calls in with a "gas out" or "low on fuel" situation.


1. Find the account calling in 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 on the tab.

4. This will display the tanks screen for that account.

5. In the bottom left of the window is the text box.

6. Left-click the down arrow and select the appropriate item for the call-in:

Delivery Status


7. If necessary, select a date from the "Hold Until" drop-down calendar.  It will default to "today" but you may want to schedule delivery for some other date.

Hold Until dropdown


8. For example . . . Let's say you get a call from a customer who's low on fuel and you have a delivery to that area on June 27th.  To schedule this would look like this:


9. By the way, as soon as you've done this, it will immediately be reflected in the routing screen for this account.

Sometimes it's handy to print a route card to give to the driver as a written record/reminder of the situation.  To do this, left-click the "Options" button and select the route card style you want to print.


10. When you're done, left-click the close button to return to the Lynx Main Menu