• Degree Day Accounting

  • Maintain multiple products for the same account with each product record containing its own scheduling method and degree day table
  • Automatic account ticket selection by delivery date, K factor, and interval scheduling
  • Automated credit code criteria as defined in credit code table
  • Automatic hold codes disabled at change of season or by date
  • Create different degree-day tables for different climatic area.
  • Delivery exception reports exported to excel with the click of your mouse

• Delivery Scheduling System

  • Our sophisticated degree-day scheduling system will maximize deliveries to heating customers. For other accounts, routes and days scheduling will ensure that your deliver the maximum volume on each drop. We have optimized the scheduling system to reduce delivery cost while ensuring that customers do not run out of products.
  • The next delivery projection is independent of the Accounts Receivable update; dispatchers do not have to wait for Accounts Receivable month end completion to schedule deliveries.
  • Automated credit approval of regular selection and of manual requests
  • Interface to all popular truck computers and dispatch systems
  • Credit information and estimated delivery is assessed at a glance with the Quick Status option
  • Quick search option to easily locate customer’s information
  • Four season degree day system with user defined projection parameters
  • Integrated Call System with user defined parameters
  • Next delivery projection for Will Call customers for proactive customer service
  • Up to ten lines of delivery instructions may be printed on delivery tickets
  • Historical details of all deliveries is easily accessible
  • Ability to transfer historical information of deliveries to an other account
  • Unlimited information can be entered in the notepad to record customer’s communications
  • Multiple delivered products maintained on same account
  • Delivery selection (ticket pull) by delivery zone and by product
  • Customer’s sales and profitability information is maintained month by month
  • Forecasting of deliveries for workload analysis
  • Delivery scheduling exception report
  • Up-date next delivery information without affecting receivables

• Delivery Dispatch

• Electronic Dispatch

• Burner and Equipment service and Repair

  • Inventory control of parts by warehouse or service vehicle, automated Part Protection Plan billing, last cleaning date automatically updated, parts guarantee control and detailed service history for each service location is only part of the benefits of this module. Find out about the profitability of your service department.
  • Unlimited number of service parts
  • Inventory controlled by warehouse and service vehicle
  • Multiple service locations and part protection plans per customer
  • Parts discounts on part protection plan
  • Automatic application of part plan coverage of parts
  • Warranty control on parts installed
  • Unlimited Historical information
  • Ability to transfer historical information to an other account
  • Profitability analysis of service contracts
  • Automatically up dates last cleaning date
  • Follow-up on assigned annual cleaning work order
  • Multi-Level commission structure for service Contractors
  • Ability to create parts without maintaining inventory control
  • Maintain customer’s equipment details
  • Link to Dispatcher Call control system
  • Service record may be linked to an other account for billing purposes
  • Part Protection Plan billing may be paid automatically by PAP or Credit Card
  • Automated Credit approval of all service requests
  • Credit information and service status is assessed at a glance using the Quick Status option.
  • Quick search option to easily locate customer’s information

• Service Management and Service dispatch

  • Job Costing
  • Appointment Scheduler

• Lubricants Billing System

  • The extend pricing capabilities of this module coupled with the power of the inventory management system makes it the ideal tool for sales and pricing control of lubricants and other products. You can configure the system to create additional transactions automatically at time of data entry for container deposits or any other item that is part of a specific product.
  • Up-to five base selling price per Region
  • Special Volume discounts applicable at the selling Region level
  • Discounts may be applied at the product, category or main product category under a best fit scenario
  • Price zone differentials applies to net selling price
  • Application of user defined taxes and exemptions
  • Invoice may be processed as a cash sales
  • Immediate application of cash discount for cash sales
  • Products may be sold in units or in package
  • Customized invoice print function
  • Invoice may be used as a Bill of Lading
  • Quick search option to easily locate customer’s information
  • Customer credit situation is displayed on data entry screen
  • Flexible product search function at time of data entry
  • System’s pricing may be modified. This option is security controlled
  • Gross margin analysis report for pricing review before posting

• Equipment rental and Financing

  • Equipment rented, leased or loaned to your customer is an important part of your business assets. You need the tools to control these assets and to ensure you get the benefits of your investment. We provided all the necessary tools to ensure proper control of your equipment.
  • Unlimited number of equipments record for each customer
  • Same equipment type may be repeated
  • Quick search option to easily locate customer’s information
  • Define each equipment record as rented, loaned or financed
  • Calculates the instalment amount and interest value
  • Updated deferred capital balance after each up date
  • Variable periodic instalments
  • Equipment billing may be paid with PAP or Credit Card
  • Compare Equipment record with date of last sale for each customer
  • Formal transaction invoice may be printed for specific customers
  • Link to Query manager for serial number search

• Financial Reporting

  • Accounts Receivable

    • All the detailed information and reporting requirements you will ever require in managing your customer’s accounts and identifying problems before they occur. The active management aspect of Accounts Receivable allows you to watch receivables and take necessary action that will enhance your cash flow and bottom line.
    • Balance Forward or Open Item statements selectable at the customer level
    • Cycle billing option
    • Automatic payment of statement balance by credit card or Pre-Authorized payment
    • Multiple delivery points with major accounts for receivable control
    • Automated credit approval of deliveries and equipment service
    • Variable credit charges rates on overdue accounts
    • Credit situation is assessed at a glance with the Quick Status option
    • Maintain post dated checks control on customer’s file
    • Budget Plan features with mid-season review of projected end of season situation
    • Integration with Microsoft Word for collection letters
    • Integrated with Microsoft Word and Excel with available export
    • Accounts receivable transactions available at your fingertip with drill down option
    • Automatic payment allocation or user selected application of payment on Open Item accounts
    • Tracks and reports on Promises to Pay
    • Supports Budget Payments, Pre-buy, Fix Price and Cap Agreements
    • Allows current month entry during month-end process
    • Multiple product invoicing
    • Displays and print detail information or summary by a range of accounts or dates

  • Credit & Collection

    • Collection Dashboard
    • Detailed selection criteria by region, collector, cycle, credit code
    • Reject call management
    • Automatic pre-authorized payments and credit card payments
    • Promise to pay and dunning letter records stored and can be reviewed at any time

• Part Management - Inventory, part protection plan etc.

• Flexible pricing

• Inventory Management

  • The inventory management module contains all the tools required to control your bulk plant, truck, cardlock or any other inventory locations in an efficient manner. Details of transactions are easily traceable, minimum and maximum inventory values are maintained by month to avoid overstock of seasonal items.
  • Reports all transactions by Region, Bulk Plant, delivery units and Cardlock site
  • Detailed listing or summary listing by date or by product
  • Automated transfer between products
  • Multi level package add-on feature
  • Items may be sold by Units or package
  • Monthly minimum, maximum and re-order level for each product
  • Last 12 months sales by product for each region, bulk plants and delivery units
  • Quantity on hand and committed
  • Multiple costing methods: LIFO, FIFO, average, latest cost
  • Entry of daily physical inventory for comparison with book inventory
  • Ability to flag non inventory items
  • User defined automatic selling price change based on latest cost parameters
  • User defined volume discount parameters
  • Printing of Inventory count sheets by product category, Region and Bulk Plant
  • Inventory listings selectable by product categories
  • Full audit trails of inventory transactions
  • User defined inventory adjustments codes linked to General Ledger

• Wireless Integration with Infosys or your preferred vendors

Infosys Solutions Inc has designed and developed a comprehensive software that provide the functionalities necessary as support for marketer’s operating in today’s competitive wholesale environment. Whether you sell to large commercial contract customers, rack resellers or delivered bulk customers, all phases of each transaction take into account the correct pricing, costing, taxes, freight, inventory and all other components necessary to maintain accounting integrity and flexible reporting.

Some of the characteristics are:

• Flexible Pricing (Base +/-, Cost plus, Origin Plus, multiple discounts, etc.)
• Customer Contract Linked to Supply
• Freight Management
• Support Throughput/Co-Mingled Title
• Exchange Accounting
• Inventory Control and Reconciliation
• Manifest Reconciliation to Account Payable
• Publication Pricing Support
• Terminal Automation Interfaces
• Interface with DTN
• Electronic Fund Transfer and Lockbox support
• Contract Management
• Contract Pricing
• Temperature Correction

• Tank & Equipment Tracking
• Meter Billing
• Service Dispatch
• Degree Day
• Julian Delivery
• Variances

• Liquid
  • Bulk
  • Truck
• Service Parts for vans and warehouses
• Propane Tank & Equipment
• Serialized Inventory

• Pricing, Costing and Taxes

  • All the pricing and taxes flexibility that you will require; the base pricing and discount structure for delivery scheduling is separate from the Cardlock and lubricants billing system. The pricing structure is independent for each Region while taxes are maintained for each province or state.
  • Cost of sales uses one of different costing parameters that are user defined: Daily cost, First in First out (FIFO), Last in First out (LIFO) or latest cost
  • Unlimited number of Regions
  • Five base pricing class per Region
  • Pre-Buy purchase option
  • Fuel assistance Control
  • Cap Pricing Option
  • Price zone differentials
  • Rack Plus Pricing options for Bids or special contracts
  • Daily gross margin analysis reports prior to invoice posting
  • Volume discount for lubricants sales.
  • Lubricants discounts applicable to product, product category and main product category with a best-fit scenario.
  • Lubricants discounts applicable as a percentage or a per unit value
  • Different costing method may be used per Region
  • Different supplier selling price may be used for costing purposes for each Region
  • Taxes application may be configured as tax included in pricing or excluded
  • Taxes application based on state and product category
  • Taxes exemption based on state and product category and maybe a partial exemption
  • Taxes reports for taxes collected and exemptions for each state
  • Special taxes reports may be created using the Info-Sys Query Manager or the SQL Report Writer

• Account Payable

  • Keep accurate information about money you owe, due dates and available discounts. The multiple period option allows the correct financial period to be affected. Unlimited General Ledger accounts application and multiple regions capabilities.
  • Vendor and open item inquiry
  • View historical transactions
  • Unlimited General Ledger application of invoice
  • Automated or manual invoice selection for payment
  • Check writing customized to your specifications.
  • Void check function
  • Enter invoices to previous period.
  • Automatic discount application on invoice payment
  • User defined payment terms
  • Default General Ledger codes application for ease of entry.
  • Hold payment flag on Vendor master file
  • Invoice grouping function to match vendor’s billing method
  • Aged Trial Balance of invoices due
  • Purchase journals by period
  • Search all suppliers for an invoice number
  • Reconciliation of un-cashed checks
  • Reports on 1099 Vendors

• Account receivable

• General Ledger

  • The Info-Sys General Ledger is integrated with all other sub-system within the application. User defined reporting system permits financial reports to be printed according to your requirements. You have the ability to print and view your current financials on a daily basis, no need to wait until your month-end is completed. The ability to maintain and to post to previous periods is built-in to give you greater flexibility.
  • Real time access to all data
  • Highly flexible General Ledger interface to all sub-systems
  • Maintain multiple open periods
  • Reprint of financials statements from any prior period.
  • Reports on all Regions or on a selection of Regions
  • User defined financial statements
  • Create and maintain multiple format of financial statements
  • Recurring Journal Entries
  • Query transactions on any account or group of accounts
  • Interface to Corporate accounting system
  • Export data to Excel
  • User defined Chart of Accounts
  • Prior period adjustments
  • Access to General Ledger is security controlled

• Credit and Collection

• Tax reporting

• Integration with your preferred Financial Package

• Cardlock Billing System

  • Automatically capture fuelling transactions from any sites regardless of type of equipment at Cardlock sites. The Cardlock billing system provides you with unparallel control of pricing discounts and invoices features.
  • Automatic capture of fuelling transactions
  • Interfaces to all model of fuelling equipment. (PetroVend, Gasboy, Computrol…)
  • Multi-level pricing, discounts and pricing differential
  • User defined filters for each Cardlock site
  • Fully integrated with all Info-Sys Enterprise functions
  • Profitability analysis for each site
  • Manual data entry function provided for transactions not captured automatically
  • Control of inventory by fuelling site
  • Customized invoice to your specifications.
  • Reprint of historical invoices
  • Interfaces with Network Systems
  • Automatically move cards and transactions from one account to an other

• Lubricant

• Terminal Automation

• Parts Replenishment

• Bank Data Collection

• Credit Card

• DTN

• Third Party Financial Solutions

• Electronic Fund Transfers

• Burner Service Parts
• Zone Codes
• Contractor Codes
• Work Codes
• Action codes
• Skill Codes
• Part Protection Plan Setup
• Commission on Part Protection Plans
• Commission on Parts
• Monthly Commission reports
• Warehouse Codes
• Inventory Listing
• Transactions between Warehouses
• Inventory Adjustments
• Book Value Listing
• Inventory Count Sheets
• Enter Physical Inventory
• Book to Physical Inventory
• Cleaning Tickets

• CRM and Dispatch - Customer Relationship Management and Dispatch

This window is used to manage dispatch operations for delivery and service calls. Dispatchers are able to select calls to work with using many filters to reduce the number of calls displayed in the window. Further more users may edit calls, change call status, assign calls, access customer file, generate report of selected calls directly and more.

All the uncompleted calls will be displayed up to the closing time. A call could be closed from different ways:

• At the call creation if the call code is set to be completed at the creation time.
• At the service invoice or delivery ticket posting time if the call code was entered in the ticket or the invoice creation.
• When the user change the call status to a status type completed in this window and refresh the screen, the call will be remove from the list.

• CRM and Dispatch - Customer Relationship Management and Dispatch

• Call Control

One of the most powerful tools Enterprise offers is the call creation module. This feature allows you to create Delivery, Service and Other calls for customers. Depending on how you configure your call codes you can allow the system to create a delivery or service call tickets as well as specify driver or contractors to carry out the call request. Credit options can also be call specific or have a call code that adheres to the customer’s current credit code settings.

Other modules that closely relate to call creation-

• Accounts Receivables / CRM and Dispatch / Call codes where the user creates call codes and their specific settings.
• Accounts Receivables / CRM and Dispatch / CRM and Dispatch where your dispatcher will handle all the calls.
• Accounts Receivables / Customer Master File / Delivery or Service where you create your delivery files and service locations.

• CRM & Dispatch

This window is used to manage dispatch operations for delivery and service calls. Dispatchers are able to select calls to work with using many filters to reduce the number of calls displayed in the window. Further more users may edit calls, change call status, assign calls, access customer file, generate reports of selected calls directly and more from this window.

All the uncompleted calls will be displayed up to the closing time. A call could be closed from different ways:

• At the call creation if the call code is set to be completed at the creation time.
• At the service invoice or delivery ticket posting time if the call code was entered in the ticket or the invoice creation.
• When the user changes the call status to a status type completed in this window and refreshes the screen, the call will be removed from the list.

• Service Scheduler

The Service Scheduler is used to schedule and dispatch jobs generated by the user for the service department. Jobs are generated in the form of service calls (such as troubleshooting "emergencies"), work orders (such as installations and removals) and recurring jobs (such as routine inspections and cleanings). The service scheduler will display all jobs created and due for scheduling. The interface allows the dispatcher to review new jobs, schedule and dispatch jobs, print job tickets by technician and by time period, search for jobs already scheduled, revise and reschedule previously scheduled jobs, track delinquent jobs, complete jobs, configure the technicians availability and view up to three technician schedules simultaneously. The Service Scheduler is the final stage of the new service module - the appointments have been made, the skills have been matched and now the dispatcher can confidently select and schedule jobs to the technician who is available and who has the skills to perform the job as configured.

• Call Codes

Call codes are required to classify the information received and to determine whether the request should be directed to a service or a delivery contractor. Calls are created by the users in the customer product record or the burner service record or by pressing CTRL + K during an active Enterprise session.

• Call Status master

This window is used to create status for calls. This status will be used in the window CRM and dispatch. It will be possible to create only one call of status with type "New" and only one having a status type "Completed". But you may create as many as you want with type "Other". The status is used to help dispatchers view and manage calls in the dispatch window. In this menu you create the status code, assign a color to it and make it available to specific user group.

• Dispatched Calls

• Completed Calls

• Calls Listing

• Collection Dashboard
• Detailed selection criteria by region, collector, cycle, credit code
• Reject call management
• Automatic pre-authorized payments and credit card payments
• Promise to pay and dunning letter records stored and can be reviewed at any time