This article will explain the new features of the new Daily Close.
The Daily Close is a way to keep a record of your daily physical fuel inventory and 'close' the day with what you are left in your trucks and tanks, so that the numbers are accurate and ready for the first fueling the next day. This latest version will help users navigate the daily close easily.
How to do a Daily Close:
Go to Fuel Management
Choose - Dashboard, Fuel Farm, Refueler or Daily Close
Click on the top-right (Daily Close)
After clicking - Daily Close, the screen below will pop up. There you will have to select - Set Timeframe (this window shows when the (Last Close) was executed)
The next step is to select the date/time the daily close will be done.
Enter recorded meter values and physical balances
- The system will calculate the totals of each variance found, and a grand total variance value. It will also show any meter mismatch.
Ability to see operations by truck:
This feature -Last Reading, indicates detailed information of each operation.
Next, you can proceed with the daily close by selecting (Next) - Save - Clear or Cancel.
The option to Save allows you to finish the daily close later without losing the information stored, however, the details that had been saved cannot be edited.
By selecting - Next - the screen will show a summary of all the data inserted and by clicking - Complete, the daily close will be finalized.
Tabs Summary, Storage, Meter, and Operations available to overview Daily Close operations once submitted.
The following information will guide you on how to export a summary in PDF or Excel from the - Actions column.
Our team hopes you have found this new feature beneficial to your operation. For more assistance, please get in touch with support.