C/R and A/P Menus – counting transactions
We've added transaction counts for the C/R and A/P menus, similar to how the Cardlock Menu shows activity. Counts line up mostly with Entry, unless the Journal has been run, in which case they line up with the Post option. There is a twist in A/P,...
Customer lookup enhancements
The prompt "ENTER CUSTOMER CODE" has always had some hidden powers to search for things like text matches. One could preface an entry with a single pipe (|), followed by some text, and would get results where that text is found somewhere in the names...
CSU imports and the Off Road flag
We have long had an internal flag on cards used to mark some cards as "OFF ROAD", but the networks don't really recognize that. As a consequence, importing card additions and changes via the CSU import would not support this flag. We have adapted by...
New CL Invoice totals – Card History
We have added a ninth type of totals for the bottom of the cardlock invoice, this one showing 6 months of total gallons by card. Like all totals, one can set up this type to show on all invoices, or only on the invoices of...
New fields: Sales Class, Category, Segment. Brands.
We created Product Tags some time ago, touting these as a means of categorizing products in ways not achieved via existing means, such as Product Category (PCAT or SUBPCAT) or Vendor. Now that a number of jobbers have implemented those tags, we're seeing them being...
Transportation after 2025 – without oil?
Sharing this note sent to PRX staff on April 13, 2016: Team – I attended an interesting presentation last night at ASU's Skysong. In that, Dr. Mike Tamor presented a concept that I think has its genesis at Ford Motor Company and has been floated so far...
Logging use of the C/L billing checker
For some time we've recommended that the Cardlock Menu '$' option be used to examine the billing file for unreasonable margins. Specifically, we think that before any batch is posted, this utility should be run, ranking for cents per gallon profit. Whether high or low,...
A/R Change in Cash Requirements List
The Cash Requirements List out of C/D has an option to include expected Accounts Receivables in the summary by day that appears at the end of the report. We've made two changes: There is now a running total A/R column, just as there was always a...
Added County to Network Site Maintenance
We have added a display of the county in Network Site Maintenance. This is simply the default county on file in the Zip Code file, and is not something we presently maintain by site. It is hoped that having this available makes it easier to...
Fees that look like taxes on the invoice
Calling attention to an invoice 'trick' that's not obviously available: When mixing products, their taxes, and add-on fees, the usual way the invoice print handles this is to print the product, followed by the taxes, then on to the next product. The last product, and the...