Cashier and settlement officer
The screens this role opens and the guides that concern it. The role's description in chapter 2.
Screens
- Today: sees settlements
- Producers: search, details and new producer: searches producers, sees producer details, registers a new producer, changes a producer's contacts, address, tax office and VAT regime
- Settlement: sees settlements, creates settlement drafts, finalizes a settlement
- Daily prices: sees the prices
- Additional charges: sees the charges
- Oil withdrawals: sees oil withdrawals, records and closes withdrawal requests, delivers oil from tanks
How-To guides
- Getting started with TROPEION
- Record a parcel
- Change site
- How charges enter the settlement
- How to create a settlement
- How to discard a settlement draft
- Change a producer's details
- How to finalize a settlement
- How to give a producer their oil (withdrawal)
- How to print the delivery paper
- How to print a settlement statement
- Register a new producer