1. Set up a pricing group first by selecting Jobber Customer Pricing Group from the Jobber Setup menu
2. Allocate the stations to the correct group
Once this is done the site needs to be allocated to that group. NOTE: Any changes to this setup after invoices are imported will ONLY affect invoices that are not posted to Accounting or Approved. The cents over rack rate WILL NOT CHANGE for any old invoices and those invoices will need to be manually changed before posting to QB. Here is how to allocate the station to the right group.
Go to ‘Manage Jobber Stations’ in the Jobber Setup Menu
The list of Jobber Stations displays as shown below:
3. Stopping a discount from passing on to the customer
To stop items from being included in the customers invoice from the oil company’s invoice to you, you will need to go to the switchboard, then “Add-on Type under Fuel and Tanks:
Then under the Station # pick the station you want:
And make certain that the Early Payment discount is unchecked “Charge to customer”
4. Customer Invoice
Now if all that is done correctly here is what the Fuel invoice from the oil company looks like:
