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Monthly Storage Inventory Monthly Storage Inventory tracks the number of gallons sold throughout a month to track margins. This is done by making the determination in Department Maintenance as to whether or not a Product/Department is actually ...
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Set up a different code for each vendor to track. Print a Vendor List, Vendor History, or Vendor History By Contract report by vendor number from the Propane Storage Report Menu . From the Propane Storage Menu , select Maintenance Files . Choo...
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For each tax group, rates for that group can be defined and it can be determined when they apply. The definition is done in two levels – the geographic territory that this tax applies and the rates in this region for any product and use combination...
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Tax Exemptions can be defined at two different levels. Product Level At the department (Product) level, define if a specific department is exempt from sales tax or fuel tax. In that case, the system will not apply taxes defined as sales or fuel ...
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When the tax engine is requested to apply tax on a specific transaction, the following actions are performed: The system scans the Tax Groups. For each group, the system scans the geographical definitions and compares them to the location of the ...
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Start with the most generic rule and then specify the exceptions. If the group is Sales Tax, for example, create one tax record for each state served (and where sales tax is charged) and specify the rate for that tax (skipping the Product and Us...
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Compound Taxes are also known as tax on tax. Under normal circumstances, the tax will be applied on the total sale amount. In the event that a specific tax applies on the sales amount after applying other taxes, the system gives the ability to defi...
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Pre-Buy/Contract Posting gives the ability to allocate the number of gallons that should be received in a month on contracts purchased and updates gallons received from Bill of Lading Posting. Print the Vendor History Contract report that lists bill...
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Bills of lading can be entered throughout the month to keep track of pre-buy/contract deliveries as well as regular deliveries from vendors. Print the Vendor History report or the Vendor History by Contract report that lists bills of lading posted t...
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Terms Codes are used to set up the payment terms given to the customer. The Terms Code is tied to the customer on the Address & Information tab on the Customer Maintenance window. The Customer List by Terms Code report lists customers by Terms C...