How to set up manual tank entry
- Create a new site
Go to USERS > CUSTOMERS > CUSTOMER SITES
Click Options > ADD SITE
Enter the SITE NUMBER, NAME, and any other desired or applicable information
- Create and assign tanks
Go to USERS > CUSTOMERS > CUSTOMER SITES
Click the TANKS TAB
Click Options > ADD TANK
Select the site and enter the tank number, name, and any other desired or applicable information
- Link Inventory site to customer account or location
Go to USERS > CUSTOMERS > CUSTOMER MASTER (or CUSTOMER LOCATIONS)
Click EDIT for the applicable CUSTOMER or LOCATION
Assign the INVENTORY SITE and save changes
- Enable User Permission
Go to USERS > CUSTOMERS > USER LIST
Click EDIT for the applicable USER
Click the ACCOUNTS TAB
Click Options > EDIT ACCOUNT for the applicable ASSIGNED ACCOUNT
Check the box for the TANK READINGS ENTRY permission and click UPDATE
Additional Resources
https://support.petrodatasync.com/article/35-customer-site-management
https://support.petrodatasync.com/article/36-how-to-connect-sites-to-customer-accounts-and-locations