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ADD Energy E3
The
Next Generation of Enterprise
Software for the
Energy Industry Has Arrived |
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| ADD Energy™ E3
began its evolution 35 years ago. ADD was
founded on the concept of
providing best of breed industry specific technology
solutions to the oil and propane market.
Our guiding principle has always been to develop
progressive functionally rich applications
that are also highly stable and reliable.
Super Jobber III was the flagship product
of ADD Systems and propelled the company
to be one of the leading software providers
in the oil and propane industry. In 1997, ADD
Systems acquired the oil division of STS and
their Mini-Fuel product. We melded the two
applications (Super Jobber III +Mini-Fuel)
together to form ADD Energy®, the most
powerful,
flexible, and stable product on the market.
Today, ADD Energy has an active base
in excess of 7000 users.
In 2005, ADD Systems acquired the energy
division of VERSYSS and their Sunrise™
product. Sunrise was revolutionary in its development
which used the Microsoft® .NET
technology. ADD Systems combined the deep functionality
and stable platform of ADD
Energy with the new technology of Sunrise and
ADD Energy E3 was born.
ADD Energy E3 has been developed using
the revolutionary Microsoft .Net technology.
.NET is the Microsoft Web services strategy
to connect information, people, systems,
and
devices through software integrated across
the Microsoft platform. .NET technology provides
the ability to quickly build, deploy, manage,
and use connected security-enhanced solutions
with Web services.
The Microsoft® Visual Studio® 2005 development
environment has provided ADD Systems the
capability to combine our development resources
in Flanders, Toronto, Montreal and Providence
into one large collaborative development
engine unmatched by our competition. |
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Push
Technology : |
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ADD
Energy E3 has been built to allow our
customers to experience the exciting
benefits
of ‘Push Technology’. Push,
or net casting technology as it is also
known, automates the
search and retrieval function of information
gathering for your employees and customers.
In essence, it is the difference between
someone saying "I have something
to tell you" versus
a conversational partner asking, "do
you have anything to tell me?”
This form of information delivery represents
a convenient means of receiving important
information the user may not otherwise
know exists. Push technology will allow
E3 users
to proactively communicate with customers
for the purposes of account management
and
marketing. Examples would be the emailing
of monthly statements and sales literature
relating
to an ongoing special. Internally, at
the enterprise level, it will enable
you to create
relational profiles between events and
specific employees. Then, when an event
takes place,
you can push relevant information from
multiple sources to these assigned resources.
For
example, if a new customer signs on,
the delivery department is automatically
notified and
if a customer terminates, a sales rep
is informed immediately.
Deploying
E3 with Push technology will allow for
more efficient and convenient electronic
communications with your customers and
staff. It will also ensure that critical
actionable events are being tended to in a timely
manner by the appropriate resource within your company. |
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Customer
Locate & Display
The ADD Energy E3 Customer Locate & Display is as simple and elegant as any
product in the market. If your employees are familiar with the user interface
used within Microsoft Outlook they will find the new customer locate and display
module included in E3 extremely intuitive and easy to learn. Employees will be
able to easily see a 360 degree view of the customer beginning at the prospect
stage: |
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Marketing
data such as their current supplier |
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Fuel
use profile |
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Important
customer profile information |
Once
the prospect becomes a customer a simple “make
them a customer process” can
be performed and the 360 degree view
begins to expand. |
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Integrated
Credit Card Validation
Users
of ADD Energy E3 may invest in an optional
integrated
credit card validation, pre-authorization and processing module.
E3 can communicate with your credit card
processing company over a secure internet gateway using
a web service developed by ADD Systems. Customer
credit card information can be captured and stored in the
E3 database and encrypted for security.The E3 web service establishes a relationship
with multiple
credit card clearing houses that will handle all processing.
The web service can communicate with
your credit card processor to pre-authorize
the credit card. This labor intensive
process can now be automated and streamlined
and
allows the customers’ credit
card to be charged for:
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Deliveries |
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Service
calls |
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Budget
payments |
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Monthly
Balances |
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One
time payments |
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Pre-authorizations |
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Deliveries |
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Service work |
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Enhanced
Microsoft Dynamics Integration
ADD Energy E3 provides tighter integration
with Microsoft
Dynamics™ GP (formally
Great Plains). Purchases receipts can
be sent from E3 to Dynamics GP using
the accounts payable verification web
services gateway. A new application standing
outside E3 provides an interface from
E3 to the accounts payable capabilities
in Microsoft Dynamics GP.
The user interface will reside outside
of Energy as a standalone component.
It
will interface with the Great Plains
Accounts Payable using Web Services.
Its function
will be to allow the user to verify
and change transactions that have been
received
into inventory and now appear on vendor
invoices. In addition, it will provide
data to E3 that will adjust receipts
in the event any values have been changed
in the component. |
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Document Viewer
ADD Energy E3 provides the power and simplicity to enable your customer service
representatives to more efficiently and effectively provide premium customer
service. This is a powerful tool that allows your CSR’s to ‘see what
the customer is
seeing so they can more easily answer any question that the customer may have
about the document that they received. Customer documents, including Invoices,
Statements, and Raven delivery tickets are available to be viewed, emailed, faxed,
and reprinted,making the process of servicing the customer as efficient as possible. |
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Umbrella
Service Contracts
The purpose of these contracts is to allow you to set up a service contract on
a
service location, and have other service locations for that customer be covered
by
that contract. For example, customer could have multiple service locations that
represent single pieces of serviceable equipment each or they could have locations
that are set-up to represent equipment at separate addresses. Now you can have
accounts set-up as multiple pieces of equipment at a single location, which more
appropriately represents the real world. |
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Our
ADD Energy E3 software provides the
petroleum distributor with a comprehensive
management system. The modules encompass and integrate accounts receivable,
credit, delivery, service and inventory.
Some of the features: |
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Delivery
Scheduling:(degree day, Julian, usage
rates, route scheduling,
will calls) |
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Flexible
pricing and taxing features |
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Automatic
billing and credit features to improve
collections |
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Service
management with printed work orders,
detailed history,
inventory tracking integrated with delivery and billing |
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Integrated
hand-held field computers: (Raven®)
and (Pegasus®) |
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The
Propane Management features of ADD
Energy E3 provide the means to
price and sell practically any propane product in practically any form and by
multiple delivery methods. The system provides for inventory, cylinder/tank tracking,
and lease/rental of industrial cylinders, gas check and tank installation. Top
this off with extensive management reporting, integration with our financial
software or Microsoft
Dynamics GP software, and the latest interfaces and you have the most comprehensive
Propane Management System available today. |
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The
Lubricant Management features of ADD
Energy E3 uses the same receivables,
credit, and billing software as the Petroleum and Propane systems. However,
there are several features unique to lubricants, which ADD Systems has incorporated
into ADD Energy E3.
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Complete
integrated inventory system |
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Drumming
and blending |
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Equipment
tracking of company-owned assets |
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Multiple
units for billing (gallons, pounds,
cases, etc.) |
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Scheduled
deliveries of bulk lubricants and
packaged goods |
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Order
Entry POS (Point of Sale) |
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ADD
Energy E3 Modules: |
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Delivery
Management
The E3 Delivery Management package does
more than compute the next delivery.
It provides the control; analysis, forecasting
and reporting needed to maximize productivity.
E3 allows each customer to have one or
more Delivery Locations. Each delivery
site can use any option and is a completely
independent location. For ease and accuracy,
all billing is sent to one A/R account. |
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Delivery
Dispatch
The ‘Select Ticket’ program contains a powerful, timesaving process
called ticket
assignment. ‘Select ticket’ can actually assign tickets to drivers
based on their work
schedule and capacity to deliver. The work schedule includes the driver’s
workdays,
maximum number of stops, and maximum number of
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loads.
Drivers are linked to delivery centers,
which are broad geographic areas to which
you deliver. Each
delivery center consists of several delivery zones, which are more-specific delivery
areas. Within minutes, Select Tickets will “electronically bin” tickets
for each driver
in efficient routes. Not only does it include capacity to deliver, but also assigns
tickets based on criteria that are most important
to you such as run out, degree day
the customer is due for delivery, phone order, and size of delivery. Tickets
can then
be printed for each driver or electronically downloaded to Raven™, the
on-board
truck computer. A dispatcher can manage more drivers in less time. |
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Service
Management
The Service Management package addresses
the total spectrum of service needs with
multiple service sites for each customer.
Each site develops its own history and
has independent price, tax, and contract
conditions. Important features include: |
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Electronic
Date
book |
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Electronic
and Printed Work Orders |
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Electronic
Dispatching Board |
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Inventory
Control |
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Parts
Warranty |
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Flexible
Billing and Pricing |
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Pegasus® Service
Monitor & Wireless
Dispatch and Service Contracts |
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Service
Dispatch
The interface between E3 and Pegasus for service calls are optionally dispatched |
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using
wireless technology to the
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Pegasus
handheld computer in the service van.
The service technician simply presses
an in-transit button, which electronically
notifies the dispatcher of the in-transit status, and the Pegasus Service Monitor
automatically calculates an estimated time of arrival. When
arriving on-site, the technician presses
another button, which notifies the
dispatcher. The dispatch monitor begins
to track the on-site time and indicates
if the service person is overdue based
on the expected
work duration. The Pegasus handheld can extend a flat rate point-of-sale invoice
or print a job ticket. |
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Accounts
Receivable & Operations
ADD Systems has developed a vast array
of billing options supported by credit
and collection advice that is literally
up-to-the minute. Billing comes in multiple
forms: Invoicing, Statements, and Payment
Plans: (Pre Buy,
Capped, Budget and On-Installment) |
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Invoicing—Real-time
updating makes it possible to print
and mail invoices
quickly. Delivery, Service and Point-of-Sale
invoices. |
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Statements—Date-controlled
accounting allows you to schedule statements
any way you want for each customer.
Run nearly any report at any time
for any date range; run statements
any or each day of the month, as needed. |
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Credit—E3’s
credit software automatically identifies
customers with credit problems the
minute they exceed their limits. Goods
and services may be
withheld at your discretion, and a
combination of manual and automatic
dunning options may be implemented
as well. |
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Sales
and Marketing—The
Customer Maintenance and Customer
Log components provide the capability
to track sales leads for new prospects
or equipment leads. The log creation
process enables you to create a template – an
electronic “fill-in-the-blank”
form that captures the information
your company requires about the lead. |
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Bookkeeping
and Tax Reporting
The Accounts Receivable module maintains
detailed transaction history for
each customer.
This yields a flawless audit trail that supports comprehensive tax reporting
and database
integrity. The wealth of stored transaction detail allows you to generate all
manner of
reports, including: Tax Reports, Import/Export Reports, Sales/Cash Journals,
Transaction Search Reports, Audit
Trail Reports and much more. |
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Credit & Collections:
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The Credit and Collections module of Accounts Receivable provides powerful tools
for
prompt billing. If your customers exceed, or are about to exceed their credit
terms, accurate
and carefully timed dunning letters can be sent automatically. |
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Automatic
Credit Hold and Release
We all face the challenge of collecting money from customers who are
inclined to pay slowly. The E3 credit hold and release components can now
help to automate this process. When a customer violates your assigned
credit terms, E3 can automatically place the customer on credit hold. When
a payment is posted that satisfies the credit violation, E3 will automatically
release the customer
from delivery hold. This feature provides the ability for one person to credit-manage
more customers with less effort. |
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Collection
System
The collection system is a component
that allows you to assign a collector
and apply a credit score to each account.
The credit score is based on over 100
parameters such as current credit hold
status, number of returned checks in
history, year-to-date gallons, current
credit actions pending, budget payments
behind, etc. Each
parameter is assigned either a negative or
positive point value. The credit department
can run a process that assigns accounts
to the collector(s) based on the
account’s credit score. The
process creates a working credit
collection file for each collector
and prioritizes
the file to start with |
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the
customer with the highest collection score. This process helps you focus on collecting
dollars outstanding from the customers you have the most risk with. |
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Inventory
The Warehouse Distribution Management System (WDMS) module provides companies
with
the ability to track the inventory of their entire operation. WDMS supports liquid
inventory, point-of-sale, load tracking for transports, service parts, gasoline
blending, and
lubricant drumming. What's more,WDMS can send receipt information to ADD Systems
Accounts Payable for invoice verification. This system is so flexible that it
works for non-energy
products, too, like ice cream, water, lumber - even catfish! |
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Load
Tracking (Wholesale)
Load Tracking software, which is an
integral part of our WDMS Inventory
module, incorporates
customer/delivery point setup options
including best buy,freight |
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matrix,
price tables, discounts, contracts and
quotes, minimum margins, blending formulas
and splash blending, and a great number
of other features and options.
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Burner Service Parts |
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Liquid Inventory |
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Lubricants |
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Appliances |
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TankWagons & Service
Vehicles can be rolling inventory
locations |
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Interface to part supply
houses for “Just-In- Time” inventory
replenishment |
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