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My Pricebook Manual  07-08-15 ©2013-2015 Apex Back Office Solutions  Legal Notice

Fuel Tank Adjustments

Fuel Tank Adjustments are things that happen to Fuel quantities other than sales. The most common would be a transfer in or out.
Watch Video
 
Fuel Tank Adjustments
1

Click in Tank Code

1. Click in Tank Code 
Click in the Tank Code to start entering.
2

Select Tank

2. Select Tank 
Select Tank from the drop down arrow that will be adjusted.
3

Enter Quantity

3. Enter Quantity 
Enter the Quantity in gallons. This will be a positive amount even if gallons are being reduced.  The Adjustment Type will handle reductions correctly.
4

Select Adjustment Type

4. Select Adjustment Type 
Select the Adjustment Type using drop down arrow:
Other Fuel Loss - Choose if Fuel is lost.
Transfer from Store (out) - Choose if fuel was transferred to another store.
Transfer to Store (in) - Choose if fuel was transferred from another store.
5

Enter description

5. Enter description
Enter description of adjustment. Mostly used for Other fuel loss type. This field is not required.
6

Enter Transfer Site

6. Enter Transfer Site
Used for Transfer Adjustments. Enter the name or ID of the other store. This field is not required.
7

Click Save

7. Click Save
Click the Save button in the Navigation Bar which will be active.
If you need to enter more Adjustments, Click Insert in the Nav Bar and go to Step 1.
8

Complete Tank Adjustments

8. Complete Tank Adjustments
When everything looks good, click the 'Tank Adjustments Complete' button. Tank Adjustments must be complete to complete the Day.
After the complete button is clicked, checkmarks will show up on the button and on the left menu. See images below:
Corrections can always be made before the Day is completed. Please note, anytime changes are made to the grid, the checkmarks will go away and the Complete button needs to be clicked again.