Western Direct Fuels pricing board.
Customer list who is on which tier
What is this screen?
The salesperson picks a name on the Quote screen and gets the prices at that customer's tier. Standard is the list price, Business the sheet price, Corporate the lowest; one tier per customer, set here by the office. Fixed is a customer's own deal, "Edmonton rack plus six cents": pick the rack and type the offset per fuel under the tier, and the salesperson quotes it without knowing the deal. A fixed price is never above Standard. Customers that come in from QuickBooks land on Business by default and carry a default tag until someone picks their tier; the chips above the list filter to them. Nobody is deleted: untick active to hide a customer. Names and QuickBooks' own customer notes come from QuickBooks Online, read-only; tiers and FuelBoard notes always stay here.
Add a customer
Downloads for billing
For the weekly reconcile in Excel. Prices come from the same place as the Quote screen; each day says whether it was posted.
Billing workbook (Excel) · the three tables below on one file, with a Read me that shows the lookup formula
Or one table at a time, as CSV:
Customer prices by day · one row per customer, day and product
Price book · the tier prices and DEF by day
Customer list · who is on which tier, with the QuickBooks id
Rack prices
What is this screen?
Shell's "Rack Customer Notification" email is forwarded to FuelBoard's own mailbox. From a trusted sender the attachment is read the moment it lands and the next day's board appears, red, until someone posts it. From anyone else it is held here, unread, until someone with the rack permission accepts or rejects it. Anything that is not a Shell sheet is logged and ignored.
If the email did not arrive, upload the spreadsheet at the bottom of this screen: FuelBoard reads Edmonton and Prince George, Ultra LSD and Regular Ethanol, and shows what it found before anything is saved. Typing a price by hand is the last resort.
Upload a Shell sheet by hand
The fallback when the email did not arrive. Drop the spreadsheet here and read it first; nothing is saved until you say so.
Type a price by hand (last resort)
Settings the worksheet's columns, with dates
What is this screen?
Nothing here is ever overwritten. A change closes the old value the day before and starts the new one, so any past day still prices the way it did. Today and tomorrow can be changed as often as needed; a day that has passed is locked. Tap Change on a card to enter a new value from a date. Day to day, the quicker place is the Prices screen, where every line of the build can be edited in place.
Loads what the fuel actually cost
What is this screen?
Litres are net at 15 °C, as both suppliers bill them. GST is recorded and never counted as cost. Pick the supply lane and its formula comes with it: the cost is estimated from that lane's base and discount on the ship date, freight from its transportation, and Western Direct's LCFS allowance is added on clear fuel when Western Direct is the importer. A load is locked when the supplier's invoice lands. With no lane, the estimate is the base rack minus Rack Discount, as before.
Add a load
Litres out (optional)
What is this screen?
Steve's table of supply items, with the numbers from the Oct 20 review. Each lane is a fuel, who it is ordered from, which refinery, and who trucks it, with its standard discount off that origin's posted base price, its freight, and who the importer is. Landed = base + discount + freight × (1 + the hauler's fuel surcharge) + renewable, plus the LCFS allowance on clear fuel; renewable and LCFS count only when Western Direct imports (Tidewater and FCL carry neither). The hauler's surcharge is one number per hauler, under Haulers. Lanes with no daily posting (jet, Lloydminster) run off a base price typed here, flagged when it is more than a week old. Each diesel lane says what it supplies, clear, dyed or both, and ranks only for that; the cheapest cell per product is marked. A lane somebody changed in the last few days says so on its row. A new lane is off until a second person with the settings permission looks it over and ticks active on its card; whoever created it cannot. Pick the lane on the Loads screen and this formula fills the load. The sale price reads this table only when Base rack on the Prices screen is set to Supply average: the Base Pre Tax is then the average of the cheapest clear and the cheapest dyed lane here, plus Delivery and Margin.
Add a lane
Verify does FuelBoard match the worksheet?
What is this screen?
Every day in "New Fuel Pricing Work Sheet" is repriced from the rack, the dated settings and the taxes, then compared with the sheet's own numbers. A match is within half a cent per litre.
Users who can log in and what they may do
What is this screen?
Admin holds every permission. Custom is a prices-only login with the ticked permissions added. Prices only sees the Prices and Quote screens. A new or reset password is temporary: it is shown once here, you text it to the person, and they must change it the first time they log in. Nobody is deleted: untick active and they cannot log in.
Add a login
Password
Tanks levels from the monitors
What is this screen?
The monitors' daily report emails reach FuelBoard's mailbox (Centeron's "Troyer Tank Report", Otodata's "Summary Report" and Pivot's "Pivot Tank Report" for the rail-yard supply tanks) and every tank in them shows here with its latest reading. A tank seen for the first time lands under Not sorted yet; someone with the loads permission sorts it into Supply tanks (the rail-yard tanks that are the inventory), Customer tanks or Not in use, and can rename or hide it. A tank with no reading today or yesterday says so. Levels only: nothing here is a cost.
Western Direct Fuels
