# General

This directory contains comprehensive guides for managing customer systems, equipment, and delivery window strategies (delivery estimation methods).

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## Core System Management

### [Adding Equipment](https://docs.kozyops.com/books/customer-account-jyk/page/adding-equipment-guide)

Learn how to add tanks, boilers, furnaces, and other equipment to a system. Includes detailed instructions for multi-tank configurations.

**Key topics:**
- Equipment types (tanks, boilers, furnaces, appliances)
- Multi-tank/manifolded tank setup
- Capacity and monitoring configuration
- Linking equipment to systems

### [Editing a System](https://docs.kozyops.com/books/customer-account-jyk/page/editing-a-system-guide)

Modify existing systems safely with guidance on which changes are safe vs. those requiring caution.

**Key topics:**
- Safe edits (name, notes, metadata)
- Cautious changes (window strategy, fuel type, status)
- Reassigning equipment between systems
- Deactivating vs. deleting systems

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## Delivery Window Strategies (Estimation Methods)

### [Window Strategies](https://docs.kozyops.com/books/fuel-systems/page/understanding-window-strategies)

Choose and configure the delivery estimation method for each system. Window strategies determine how the system calculates when deliveries are needed.

**Key topics:**
- Degree Day, Monitored, and Calendar strategies
- Selecting the right strategy for each customer type
- Configuring strategies in the system dialog
- Auto Delivery toggle behavior

### [Degree Day System](https://docs.kozyops.com/books/fuel-systems/page/understanding-degree-days)

Temperature-based consumption estimation using heating degree days and usage rates.

**Key topics:**
- Winter and summer usage rates
- Visual degree day windows
- Target DD and forced delivery
- Reset DD and Reset Window actions

### [Monitoring](https://docs.kozyops.com/books/fuel-systems/page/understanding-fuel-monitoring)

Real-time tank level tracking using IoT monitoring devices identified by serial numbers.

**Key topics:**
- Monitor serial numbers and barcodes
- Real-time level readings
- Validation requirements for monitored systems

### [Calendar Scheduling](https://docs.kozyops.com/books/fuel-systems/page/understanding-calendar-schedules)

Time-based recurring delivery schedules with seasonal controls and frequency settings.

**Key topics:**
- Frequency and units (days, weeks, months, years)
- Preferred day of week
- Seasonal start/end dates
- Active/inactive schedule management
- One active schedule limit

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## Getting Started

1. **Create a system**: Start with the [Add System Guide](https://docs.kozyops.com/books/customer-account-jyk/page/adding-a-system-guide)
   - Choose system name and fuel type
   - Select a window strategy (Degree Day, Monitored, or Calendar)
   - Configure strategy-specific settings
   - Enable Auto Delivery toggle if needed

2. **Add equipment**: Follow [Adding Equipment](https://docs.kozyops.com/books/customer-account-jyk/page/adding-equipment-guide) to add tanks and appliances

3. **Configure delivery**: Your window strategy determines how deliveries are triggered:
   - [Degree Day](https://docs.kozyops.com/books/fuel-systems/page/understanding-degree-days) for temperature-based estimation
   - [Monitoring](https://docs.kozyops.com/books/fuel-systems/page/understanding-fuel-monitoring) for IoT device-driven deliveries
   - [Calendar](https://docs.kozyops.com/books/fuel-systems/page/understanding-calendar-schedules) for recurring time-based schedules

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## Quick Reference

### System Concepts

- **System**: A group of equipment that all share the same fill connection
- **Equipment**: Physical components (tanks, boilers, furnaces, etc.)
- **Multi-tank**: Multiple tanks manifolded to a single fill (add to same equipment)
- **Fill Group**: Equipment in a system all connect to the same delivery fill point
- **Window Strategy**: The delivery estimation method (Degree Day, Monitored, or Calendar)
- **Auto Delivery**: Toggle that enables/disables automatic delivery request generation

### Window Strategy Comparison

| Strategy | Configured In | Triggers On | Requires |
|----------|--------------|-------------|----------|
| **Degree Day** | Degree Day tab | Temperature data + usage rates | Winter/summer rates, window boundaries |
| **Monitored** | Tank Monitor tab | Tank level readings | Monitor serial number |
| **Calendar** | Calendar tab | Time intervals + rules | Active schedule with frequency/dates |

### Configuration Locations

All window strategy settings are configured in the **Add/Edit System dialog**:

- **Basic settings**: System name, Active toggle, Auto Delivery toggle, Fuel selector, Window Strategy selector
- **Degree Day tab**: Usage rates, window start/target/end, Reset actions
- **Tank Monitor tab**: Serial number, barcode
- **Calendar tab**: Schedule frequency, units, day of week, seasonal dates, volume

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## Common Workflow

1. **Navigate to Systems** from Customer Dashboard
2. **Click Add System** or Edit existing system
3. **Enter system name** and select fuel type
4. **Choose window strategy**: Degree Day, Monitored, or Calendar
5. **Configure in the appropriate tab**:
   - Degree Day: Set usage rates and windows
   - Monitored: Enter serial number
   - Calendar: Save system first, then add schedules
6. **Enable Auto Delivery toggle** if deliveries should be automatic
7. **Add custom attributes** as needed
8. **Enter notes** for drivers, routers, and office
9. **Submit** to save
10. **Add equipment** to the system

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## Related Documentation

- [Creating a New Customer](https://docs.kozyops.com/books/search/page/adding-a-new-customer) — Full onboarding flow
- [Location Management](https://docs.kozyops.com/books/customer-account-jyk/page/location-management) — Managing service locations
- [Add Services](../add-services.md) — Services can be applied to locations or systems
- [Add System](https://docs.kozyops.com/books/customer-account-jyk/page/adding-a-system-guide) — Creating and configuring new systems