Sync your customers’ Syntech FuelMaster purchases and manage your fuel inventory—all within Paladin Point of Sale— with a new Syntech FuelMaster integration. Powered by Paladin’s EDI system, this integration will do the following:
- Attach FuelMaster invoices to Paladin Point of Sale customer accounts
- Add account charges and FuelMaster private-label credit card purchases for fuel to a customer’s account balance
- Manage fuel quantities in your Paladin Point of Sale inventory
The FuelMaster EDI process is typically run at the end of each business day to record the day’s FuelMaster purchases and update your fuel inventory in Paladin Point of Sale.
When you track fuel as a Paladin Point of Sale inventory item, you also benefit from Paladin’s Market Driven Inventory Management™ system. This advanced technology forecasts future fuel needs based on your sales history and other relevant data, with amazingly accurate results. These useful projections are calculated automatically,and will help prevent a fuel shortage. Being able to see what the future brings, helps you know what you need to do today.
How it works
Turn on the FuelMaster integration
Paladin Support must turn on the FuelMaster integration in your store (1-800-725-2346, option 2 or email@example.com)
Add FuelMaster account numbers to Paladin Point of Sale customer accounts
After the FuelMaster integration is turned on, and before you process FuelMaster invoice files, you must add customers’ Syntech FuelMaster account numbers to their Paladin Point of Sale customer accounts as alternate IDs. FuelMaster customer account numbers are used to associate invoices with Paladin customer accounts.
Alternate IDs are added to a customer account in the Customers module, on the Electronic tab. The pictures illustrate the process.
Create Syntech FuelMaster inventory items
To manage Syntech FuelMaster fuel quantities in Paladin Point of Sale, first select an existing department for Syntech FuelMaster items or create a new one. Then, create an inventory item for each Syntech FuelMaster inventory item, assign it to this department, and set the part number or alternate part number to match the Syntech FuelMaster part number.
Each new item must have a cost and quantity, and Syntech FuelMaster as the supplier. If you will create Syntech FuelMaster transactions in Paladin Point of Sale, you must also set a price.
The picture illustrates the how to create a Syntech FuelMaster item in the Inventory module.
During EDI processing, if an unknown FuelMaster part number is encountered, a new inventory item will be created automatically with the description Syntech FuelMaster-## where ## is the part number. When this happens, a price, cost and supplier are not automatically set.
Process FuelMaster invoices with the EDI system
FuelMaster purchases are added to Paladin Point of Sale by processing an invoice file with the Paladin EDI system in the Inventory module. The FuelMaster invoice file must be accessible from the Paladin Point of Sale terminal where you perform EDI processing, and you must know the file location.
Tip Run the FuelMaster EDI process daily, at the end of business, to record your customers’ fuel purchases and update your fuel inventory in Paladin Point of Sale.
The picture illustrates the how to process the EDI file. As the file is processed, status messages will appear, and a green bar will show the progress at the bottom of the window.
View a list of processed FuelMaster invoices in the EDI Reporting window
After EDI processing completes, you can view the list of processed invoices in the EDI Reporting window. Click Export to Excel to view the list in an Excel spreadsheet.
View FuelMaster invoices in a customer’s sale history
After EDI processing completes, FuelMaster invoices that were associated with a customer account can be accessed in the customer’s sales history. This sales history is available in the Customers module, on the Credit tab. Click any invoice magnifying glass to view a copy of the invoice receipt with the FuelMaster invoice date and the date the invoice was attached in Paladin Point of Sale.
What happens if a matching customer account is not found?
If an invoice’s Syntech FuelMaster customer account number does not match a Syntech FuelMaster alternate ID in any Paladin Point of Sale customer account, the invoice is processed in one of these ways:
- If the fuel was purchased with a credit card, the invoice is added to the CashSale account with the account ID of 0. This account is designated for transactions with an unspecified customer account. The payment type (PmtType) is import coupon. In the customer’s sales history, import coupon is abbreviated to IMPORT. The import coupon designation separates FuelMaster transactions from other credit card transactions when you search for specific payment types in the Transaction Report.
You can view the credit card invoices in the Cash Sale, 0 account’s sales history. The picture illustrates the process.
- If the purchase was a charge transaction, a new customer account is created with the name SYNTECH FUELMASTER: ####, where #### is the FuelMaster account number. The FuelMaster account number is also included as an alternate ID. The picture shows how these accounts will appear in the customer list.
How to get started
To learn more and to start using the Syntech FuelMaster integration, contact Paladin Support (1-800-725-2346, option 2 or firstname.lastname@example.org).
If you have questions or suggestions about this information, contact email@example.com.