EnergyElite

EnergyElite is a comprehensive back office software suite developed by Structured Management Systems, Inc. (SMS) for the petroleum, convenience store, service, and energy industries. According to the vendor, this software offers a range of solutions for effectively managing tax reporting, accounting, and back office operations. EnergyElite is designed to cater to businesses of various sizes, from small enterprises to large corporations. It is suitable for professionals and industries involved in the petroleum, convenience store, service (HVAC, Plumbing, Electrical), and energy (Electricity Providers) sectors.

Key Features

Customizable: EnergyElite allows users to personalize invoices, statements, reports, and other documents according to their specific needs. The vendor states that users have the flexibility to create their own designs, rather than being limited to pre-set formats. This feature provides businesses with the ability to present their branding and information in a customized and tailored manner.

Simplified: According to the vendor, EnergyElite simplifies the management of complex taxing structures, making it easier for businesses to charge customers and report taxes. The software streamlines tax-related tasks, reducing complexity and minimizing the potential for errors. It aims to help businesses navigate through intricate tax regulations more efficiently and effectively.

Automated: EnergyElite offers automated integration of delivery tickets and information with truck systems. The vendor claims that this automation eliminates the need for manual data entry, as delivery tickets are automatically posted to the system upon receipt. Integration with systems such as CloudFuel, AWE, and MidCom ensures seamless and efficient management of delivery information, enhancing operational efficiency.

Compatible: EnergyElite supports electronic fund transfers (EFT) for customer payments and interfaces with payroll companies and banks for check clearing. According to the vendor, users can easily integrate financial data from different sources into the General Ledger. This compatibility enhances financial management by streamlining payment processes and providing a comprehensive view of financial transactions.

Single A/R Record: EnergyElite provides a centralized accounts receivable (A/R) record for multiple locations and accounts. The vendor emphasizes that this feature simplifies customer service by providing immediate access to credit, financial, and transaction history. Users can efficiently manage customer balances, credit limits, and transaction details across different locations and product lines.

Integrated General Ledger: EnergyElite seamlessly integrates all modules with the General Ledger, ensuring accurate and up-to-date financial records. According to the vendor, the General Ledger provides a comprehensive view of financial transactions and supports various accounting processes. This integration eliminates the need for manual data entry, enhancing financial reporting accuracy and facilitating effective financial analysis.

Flexible Pricing Options: EnergyElite offers a wide range of pricing options, including rack plus, OPIS, SCPC, retail plus or minus, and volume discounts. The vendor states that users can define their own pricing levels and margins, allowing for customized pricing strategies tailored to different customers and sites. The software supports both fixed and contract pricing, providing businesses with flexibility in managing their pricing structures.

Advanced Credit Control: EnergyElite includes a user-defined credit system and credit limits for customers. The vendor claims that users can set specific credit limits and rules based on individual customer profiles. The software provides real-time credit information, enabling businesses to make quick and accurate credit decisions.

Customizable Invoices and Statements: EnergyElite empowers users to customize invoices and statements to meet their specific requirements. According to the vendor, users can design and modify the layout, content, and branding of invoices and statements, ensuring a professional and tailored presentation to customers.

Real-Time Posting: EnergyElite enables real-time posting of credit card transactions, both point-of-sale (POS) and manual. The vendor highlights that credit card transactions can be posted as payments from customers directly in the payment application screen, improving accuracy and efficiency in managing credit card transactions in real-time.