Steps
- Create a stocked fuel item in litres (Inventory) and go to Fleet management โ Fuel tanks โ Add a tank: the name, the warehouse where it stands, the fuel item, capacity and dip tolerance.
- Deliveries: receive the fuel into that warehouse with a goods receipt (or a supplier invoice) - as any stock.
- Fills: under Fuel โ Record fuel, choose From our own fuel tank and the tank. It is a goods issue on the vehicle at stock cost (Dr fuel and charging / Cr inventory) - fuel issued is that vehicle's fuel consumed. A fill larger than the stock by the books is refused.
- Dips: on the tank, Record dip with the measured litres. Within tolerance it is accepted; beyond it, someone else clicks Adjust the books (a loss or gain on 6212 Fuel stock gains and losses).
- Choose a period on the tank for the reconciliation: opening + deliveries โ issued to vehicles โ other issues ยฑ dip adjustments = closing by the books, against the last dip.
Good to know
- Unadjusted dip variances appear under Exceptions.
- Existing organisations: run Settings โ Fleet management โ Check set-up once to add account 6212.