How to Geocode an Account

1.  Select un-geocoded order on Open Orders grid, then right-click

2.  Select the Geocode menu option

3.  Select available coordinates from Candidate List or Manually Geocode by placing a pin on a map ... click on Apply to save

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• Plot an account on a map

  1. On Dispatch, click on the Account Management icon 2. Select or enter text in Search Criteria fields, then click on Search 3. Select account from Search Results grid to view on map

• How to Create a Sales Order

  1. Click on Create New Order icon 2. Search for Customer Account Location using Search Criteria 3. Select Account and Create Order Record 4 (a). Create BULK Sales Order 4 (b). Create Cylinder Sales Order

• Create & Assign a new sales order to a route from Dispatch

  1. In the Account Management section in Dispatch, right-click on account on the Search Results grid 2. Create new order, then click Save 3. Assign order to selected route

• How to manually Import Accounts