Creating Fuel Sales Commission Invoices

A fuel sales commission invoice provides information about a commission that needs to be paid to the commission agent conducting sales at the consigned station. In CStoreOffice®, the fuel sales commission invoice is treated as a credit invoice.

At present, fuel sales commission invoices are created manually. You need to specify the start and end dates of the period for which the commission must be paid, and CStoreOffice® will automatically display information about all fuel sales performed at the station and the commission amount to be paid according to commission settings specified for the station.

This type of invoices can be created for consigned stations. For details, see Setting Up Consigned Stations.

To create a fuel sales commission invoice:

1. Go to Customers > Invoices.
2. At the top right corner of the invoices list, click the plus icon.
3. From the Invoice Type list, select Commission.
4. From the Company list, select the company (station owner) on behalf of which the invoice is issued.
5. From the Class list, select the class for the invoice.
6. In the Bill To field, specify the name of the commission agent. Start entering the GL# or a part of the address and in the list, select the suggested billing address.
7. In the Consigned station field, specify the name of the consigned station for which the invoice is created. The list contains only locations of the consigned station type. For details, see Setting Up Consigned Stations.
8. In the Commission Period Begin Date field, specify the start date of the period for which the commission must be calculated.
9. In the Commission Period End Date field, specify the end date of the period for which the commission must be calculated.

   Result: CStoreOffice® displays the commission calculation for the specified period. For details, see Understanding the Commission Calculation.

10. In the Invoice Date field, specify the date when the invoice is issued.
11. In the Sales Invoice # field, specify the invoice number.
12. Use the options below the Sales Invoice # field to set the invoice status:
13. Pending: The invoice is a draft. When you create an invoice, it is in the pending status by default.
14. Completed: The invoice is finalized and can be sent to the commission agent.
15. At the top of the invoice form, click the save icon to save the invoice settings.

Understanding the Commission Calculation

When you specify all data required for the invoice, CStoreOffice® automatically retrieves and displays information about fuel sales performed for the defined period and the commission amount to be paid to the agent.

The commission amount is calculated based on the commission type settings specified for the station:

• $ per gallon
• % of sales
• profit split

For details, see Setting Up Consigned Stations.

$ per Gallon

The main information for this commission type is the number of sold gallons for the selected period. CStoreOffice® calculates the commission by the following formula:

Total Commission (per product) = Total Gallons Sold * Commission Set ($ per gallon).

The calculation table provides the following data:

• Fuel type: The type of fuel, for example, gasoline, diesel, kerosene.
• Product: Specific product types for each fuel type sold for the defined period.
• Total Gallons: The number of gallons sold for the defined period.
• Commission Set: The commission amount for each product type.
• Total Commission (per product): The total commission amount per each sold product.
• Total Commission: The total commission for all sold fuel.

% of Sales

The main information for this commission type are fuel sales by value. CStoreOffice® calculates the commission by the following formula:

Total Commission (per product) = Total Sales ($) * Commission Set (% of sales)

The calculation table provides the following data:

• Fuel type: The type of fuel, for example, gasoline, diesel, kerosene.
• Product: Specific product types for each fuel type sold for the defined period.
• Total Sales ($): The total sales amount in dollars.
• Commission Set: The commission amount for each product type.
• Total Commission (per product): The total commission amount per each sold product.
• Total Commission: The total commission for all sold fuel.

Profit Split

The main information for this commission type is the profit from fuel sales for the defined period. CStoreOffice® calculates the commission by the following formula:

Total Commission (per product) = Profit ($) * Commission Set (profit split)

The calculation table provides the following data:

• Fuel type: The type of fuel, for example, gasoline, diesel, kerosene.
• Product: Specific product types for each fuel type sold for the defined period.
• Profit ($): Profit for specific product types for the defined period. The profit amount is retrieved from the Fuel Margins Report. For details, see Fuel Margins Report.
• Commission Set: The commission amount for each product type.
• Total Commission (per product): The total commission amount per each sold product.
• Total Commission: The total commission for all sold fuel.