Version 1.2.9

• EFT discounts can now be blocked on a terminal by terminal basis. On the "Setup" tab, click Edit Terminals > highlight a terminal and click Edit > select the Do NOT give EFT discount to customer.

Version 1.2.4 - 1.2.8

• Version and build numbering brought into line with the current SSCS numbering scheme. On the Help menu, click About.
• Added Tax by City report that breaks out all the business has paid, for the selected date range, by the city and state to which the tax is owed. On the "Reports" tab, click Tax by City.
• On the "Setup" tab, changed the Jobber Settings button label to Default Settings to reflect the global orientation of the features.
• Added Tax Summary report that for the selected date range, groups taxes charged to the business by tax category. On the "Reports" tab, click Tax Summary.
• Added Package Goods Sold report that, for the selected date range, groups taxes charged to the business by category. On the "Reports" tab, click Package Goods Sold.
• It is now possible to create a negative paidout for company-owned stores—that is, the creation of a negative A/P transaction for the fuel sale. This way the company-owned store will owe the terminal (vendor) only for the fuel sale. First make sure a Vendor (terminal) ID for the enterprise is created in Fuel Marketer (on the "Setup" tab, click Edit Terminals and add a new Terminal ID with appropriate information, if needed). Then, in the "Setup" tab, click Edit Customer > select the customer that stands for the company-owned store > click the Internal Site check box and select the Internal Site Vendor ID from the list box.
• The Edit Customer window now allows departments to be set by customer by product. This determines to what department the charges for the fuel product will be posted in CDBWin. This is an override to the default department that is set for the product in Add/Edit Products. On the "Setup" tab, click Edit Customers > select a customer > the "Products/Taxes" tab > select a Product > select a Dept.

Version 1.2.3

• A "Do NOT Invoice" flag has been added to the Customer Setup window. When this check box is selected, invoices for that customer will not post to CDBWin. Select the Setup tab, Edit Customers, select customer to edit, Do NOT Invoice.
• Fuel Marketer now captures UPCs for scanned package goods, in cases where a scanner that can interpret UPCs and convert them into numeric value. Once the scanner reads the UPC, additional product information such as Description and Amount is retrieved and displayed in the record. A blue UPC field is now part of each Package Goods record. Place the cursor in this blue field and scan the UPC. This field along with the rest of the package goods information is in both in the Quote/Order tab and the Delivery sub-tab of the Pickup-Delivery tab.
• The character width in the Description box of the Package Goods record has been increased to display 40 characters.
• An Average Cost box has been added to the Consignment Screen. This figure, calculated by Fuel Marketer from historical data, displays when a tank record is selected. It can be overridden by the user. Select the Consignments tab, select a Consignment Customer, select a Customer's Tank.
• Comments can now be added to and printed out on the Terminal Price History and Fuel Pricing reports. Select the Reports tab, Terminal Price History or Fuel Pricing. The report criteria window appears with a text entry box labeled Comment.
• Gross Volume and Net Volume have been added to the Fuel Delivery Notice. Select the Reports tab, Delivery Notices, enter report criteria, View.
• Added two decimal places to the Fuel Volume Column on Invoice. Select the Reports tab, Invoices, enter report criteria, View. Also, select the Pickup/Delivery tab, Deliveries sub-tab, Select a Pickup, Invoice.
• The user now has the option to set up one, two, three or four invoice print copies (Original/Customer/Statement/Plant) on a customer by customer basis. Select the Setup tab, Edit Customers, select a Customer to edit, Invoice Copies. Multiple invoice copies are not available from the Reports menu, but only from the Pickup/Delivery tab, Deliveries sub-tab, Select a Pickup, Invoice.

The following enhancements pertain to the Pickup/Delivery tab:

• "Bulk Plant" is now a Pickup Location option. This selection does not require the user to enter a Pickup From location or Products, as it is for jobbers who are making deliveries from the bulk plant. Select the Pickup sub-tab, Location drop-down list.
• If the Pickup Location is "Tank", only Deliveries (receivables) will post into CDBWin, as the pickup is assumed to be from the user's own tank. Select the Pickup sub-tab, Location drop-down list.
• If the Pickup Location is "Tank", Fuel Marketer reminds the user to enter a Tank # if a Gross Vol is entered without a Tank # in the Pickup sub-tab. The cursor returns the cursor to the Tank # drop-down list, although entry of a number is not forced.
• After a Product and its Volumes are entered in the Pickup sub-tab, when the same Product record is selected on the Delivery sub-tab, the Volumes automatically display.
• The Address and Transportation sections have been highlighted for emphasis in the Pickup sub-tab.

Version 1.2.2

• Enhanced DTN terminal mapping.
• Added Credit Card fees to consignments.
• Added the ability to post the Adjustment Amount to CDBWin. The adjustment amount is used in invoicing (from the Pickup/Delivery tab). To use this feature, create an adjustment amount department and attach the department to the Adjustment amount (On the Reports tab, click Post to CDB, the Settings tab, Adjustment Amount Dept.).
• Added Seller's License # to Product Group Maintenance (this will be used for tax reporting).

Version 1.2.1

• Added Consignment Summary report.
• Added Consignment Tank Detail report (all actions against the tank–inventory, purchases, sales).
• Added Consignment with beginning inventory, purchases, sales and over/short report.
• Added Sales/Purchases Statement by customer, product and/or terminal.
• Added Cost Statement report by terminal and/or product.
• Added Terminal Pricing History report by date range.
• Added enhancements to the Consignment tab.
• Now SHIFT allows for multiple selections.
• Added Fax # for Customer in Customer Maintenance and on the Customer Pricing report.
• Added Taxes to the Customer Pricing report.

Version 1.2.0

• Changed the usage of the DTN file when posting prices to concatenate supplier/terminal and product (branded vs. unbranded).

Version 1.1.9

• Added electronic taxing file for the state of Mississippi.

Version 1.1.8

• Added feature to allow reposting of Pickups and Deliveries from the Find a Pickup (binoculars) button on the Pickup/Delivery tab.
• Added Package Goods – Taxed/Non-Taxed, based on the customer.
• Now orders Package Goods by Description and display the bar code.
• Added Package Goods Margin Setup–different percentage margin levels based on the customer from the Setup tab. For example, you may set up the following:
  
  • Level 1 – 10% Margin
  • Level 2 – 15% Margin
  • Level 3 – 20% Margin
• Now shows taxes included in price of fuel, but broken out on invoice totals.
• Added Invoice button to print invoice on Pickup/Delivery tab.
• Now prints multiple copies of an invoice. Select 4 to print Original (for the office), Customer, Statement, and Plant copies or 2 for Original and Customer copies, or 1 for an Original copy. In the Customer Maintenance window, in the Invoice Copies list box, select the number of copies to print.
• Now reviews selling from the Bulk plant--computes average cost of fuel.

Version 1.1.6

• Added Customer Purchased Products Report. This report allows selection of one or many customers by date range.
• Added Terminal Products Report. This report displays products picked up at a Terminal, Billed From, Delivered to and Volume Delivered.
• Changed pricing box from money to double – this allows the increase in the price field to more than four decimal places.
• EFT box on Pickup/Delivery tab. EFT Discount will be used in the Customer pricing, but reported and stored differently on Pickups from a terminal. This EFT amount will be posted back to CDBWin. The EFT discount will be posted to the fuel department or the user can specify a separate department.
• Improved performance on the Dispatch tab.
• For manually entering fuel prices, copied the Add buttons to top and defaulted the terminal field to the Filtered Terminal.
• Now description on Package Goods is displayed on the Quote/Order and Pickup/Delivery tabs.

Version 1.1.5

• Added Backup Utility.
• Now user-defined Order # is carried over as a reference # in CDBWin.
• Now has ability to manually load a "Dispatch" Truck.
• Added Browse button on the Setup Terminal Prices Import window.
• Added Import button on the Import Terminal Prices window.
• Added ability to turn off Dispatch pricing.
• Added ability to add comments and a footnote to the bottom of an Invoice.
• Added ability to add a Temp ("Stamp Type") comment on an Invoice.
• Added ability to set the number of days before the invoice is due.
• Added Driver report.
• Now freight gets carried over to CDBWin. On the Reports tab, click Post to CDB, on the Settings tab, in the Freight Department list box, select the department in the CDB which you want to report freight sales.
• Now you may record that an order has been delivered without having to have Fuel Marketer dispatch it. This is in case you do not dispatch a truck; you call a transport company and receive the BOL after the product has been delivered.
• Added ability to e-mail reports.
• Added ability to save reports in Excel.
• Added sorting option (Customer or Date) on Product and Tax Listing reports.
• Now when entering a Customer on the Order tab, the Fuel Marketer application automatically fills in their default Terminal.
• Now EFT Price Discount by a Terminal is used in customer pricing.
• Added Customer Pricing report.
• Added Customer Setup report.
• Now packaged goods description is displayed on reports (Order, Delivery & Invoice).
• Added report on Outstanding Orders – Orders that need to be delivered.

Version 1.1.4

• Enhanced overall functionality.

Version 1.1.3

• Added the ability to allow multiple terminals, products, margins and freight.
• Added Schedule Disbursements report (For the Utah tax form requirement).
• Added Schedule Receipts report (For the Utah tax form requirement).
• Added Fuel Exports report (For the Utah tax form).
• Added Product List
• Added a form to add product prices to a Terminal (for customers that do not import a pricing file – They do data entry).
• Added Phone # on Invoice – On the Setup tab, on the Jobber Settings, if a phone # is provided, it will be displayed on the Invoice.
• Added Pricing report for Current Terminal Price Listing.
• Added Terminal Pricing History report to see past Terminal prices.
• Added Consignment and Fuel inventory reports.
• Added Delete Pickup and Delete Delivery buttons.
• Added the ability to view "Posted Pickups"--use the binoculars button.
• Added Comments to Orders, Pickups and Deliveries.
• Added Pickup # to Pickup/Delivery tab and Invoice.
• Added On Delivery button to the Quote/Order tab which displays the Pickup #.
• Now support exemptions by cents or percent of the Tax. Examples:
  
  • Example 1, if you have a tax of .18 cents on fuel, but the customer has an exemption of .05 cents, the system will remove the .05 cents from the .18 cents and apply .13 cents for that tax.
  • Example 2, if the customer is exempt from the tax of .18 then claim the exemption is for 100% of the tax, and the tax will be removed.
• Implemented new Fuel Marketer icon.
• Added List Orders and Pickups report which describes the association between Orders/Pickups/Deliveries.

Version 1.1.2

• Added ability to sort by Product or Product Groups for Tax Receipts & Tax Disbursements.
• Changed the formatting on Tax Receipts & Tax Disbursements – Added Mode and switched Date sold with FEIN.
• Added criteria for the different reports.
• Changed the Invoice format.
• Enhanced the Inventory tab.
• Enhanced the Consignments tab.
• Added a tax report.

Version 1.1.1

• Added Forms:
  • Import of XML file for pricing.
  • State Tax Maintenance Form (This is needed for the Tax Disbursement and Tax Receipt Reports) associates Taxes with States
  • Jobber Settings (This is used on the Tax Disbursement and Tax Receipt Reports)
  • Freight on the Delivery tab
  • Government Type for a Customer (This is needed for the Tax Disbursement and Tax Receipt Reports)
• Added Reports:
  • Tax Disbursement
  • Tax Receipts
  • Customer Exempt Taxes