How to Create a Fuel Product
1. Navigate to Inventory > Products.
2. Click the Add Product button in the top-right corner of the screen.
3. You will land on the General tab. From here:
- Check the box to make the product available for sale
- Name the product
- Check the box if this product is taxable
- Change the tracking type to Non-Inventory
Scroll to the bottom of the page and click Save Changes
4. Click the Pricing tab at the top of the page. Then click Add Sale Price in the top-right corner and enter the price per gallon.
How to Assign Fuel to a Product
1. Navigate to Inventory > Products.
2. Search for the product you want to attach fuel to and open it.
3. On the General tab, scroll to the bottom of the page until you see the Fuel Charging - Configuration section. Click in the search box, type the name of your fuel product, and select it from the list.
Note: Once Fuel has been added, scroll to the bottom of the page and click Save.
Process for Returning an Order and Adding Fuel Amount
1. Navigate to Orders > Orders, find and open the order you want to return
2. Once you are ready to complete the return process, click the Return button in the top-right corner of the screen.
3. A pop-up window will appear on your screen. Here you will be prompted to enter the amount of fuel that was used for the order. Once you have entered the fuel amount, the system will automatically calculate the fuel charge for you. When everything looks correct, click Return.
4. Once the return has been completed, you will notice the fuel charge has been added as its own separate line item on the invoice.