Fuel Wholesale & Distribution

From terminal to
invoice โ€” every
gallon accounted for.

BookWorks manages the complete fuel wholesale cycle for petroleum jobbers: rack pricing, order management, BOL processing, multi-state tax reporting, and real-time margin analysis โ€” all in one fully integrated platform.

DTN Native Integration32-State Tax ReportingIn-Truck Delivery IntegrationsPulse BOL Automation
BookWorks Wholesale DashboardLive
๐ŸญTerminalโ†’๐Ÿ“‹BOLโ†’๐Ÿš›Dispatchโ†’โ›ฝDeliveryโ†’๐Ÿ’ฐInvoice
Today's Margin
$0.074
โ†‘ +$0.003 avg
Gallons Today
84,220
โ†‘ 6% vs yesterday
Open Orders
38
4 need review
๐Ÿ“‹
BOL #84291 โ€” Pulse Imported
8,000 gal Diesel ยท Auto-matched to PO
Auto โœ“
๐Ÿ“ˆ
DTN Rack Update โ€” Zone 3
Diesel +$0.021 ยท 14 contracts repriced
2 min ago
โš ๏ธ
Margin Alert โ€” Acme Fuel
Zone 3 contract below $0.050 threshold
Review
๐Ÿ“Š
PA Carrier Report (DMF-26)
March filing ยท Ready to submit
Ready
32+
States with native
fuel tax reporting
30+
Years refining petroleum
wholesale workflows
100%
Supply chain coverage
terminal to invoice
1st
Call gets a real developer,
not a ticket number
The Problem We Solve

Fuel wholesale is
not generic
accounting.

Fractions of a cent per gallon determine whether you're profitable or not. Rack prices change hourly. Tax rules differ in every state. BOLs need to match receipts exactly. Generic accounting software was never designed for this โ€” BookWorks was.

See how it works โ†’
Real-time margin visibility, always

BookWorks tracks cost at the terminal, freight, taxes, and customer price simultaneously โ€” so you see your actual margin on every order before the truck rolls, not after the month closes.

BOL automation that eliminates data entry

Pulse integration reads photos and PDFs of BOLs automatically and imports them as shipments or receipts. Terminal contracts, supplier portals, and DTN feeds update pricing without manual input.

Tax compliance built in, not bolted on

Native reporting for 32+ states including PA, VA, TN, IN, AL, and GA โ€” with the exact government forms your states require, updated as regulations change. No third-party tax module required.

Platform Capabilities

Everything the fuel jobber
operation requires.

Click any category to explore the specific features BookWorks delivers for your wholesale fuel distribution operation.

โ˜… Recently Enhanced
Pricing & Contracts

BookWorks supports every pricing structure petroleum marketers use โ€” from simple rack-plus contracts to complex zone matrices, customer-specific markups, and special spreads. Pricing updates flow automatically from DTN and supplier portals, keeping your books current without manual entry.

โœ“
DTN IntegrationBookWorks ingests and automates all operational and accounting workflows behind DTN โ€” Pricing, BOL, Supplier Invoices, Supplier Drafts, Credit Cards, and Loyalty transactions are all handled without manual intervention from the moment the DTN file arrives.
โœ“
Separated Markup & DiscountPrice List now shows markup and discount as distinct line items for cleaner customer communication and margin analysis.
โœ“
Price Matrix by Inventory TypeNewImport price matrix overrides by inventory type, enabling complex multi-product pricing structures at scale.
โœ“
Pickup Location MarkupsNewCustomer markups can be defined based on specific pickup location โ€” critical for multi-terminal operations.
โœ“
Terminal Contract ManagementTerminal contracts are tracked and included in supplier cost imports, with support for date-sensitive pricing changes.
โœ“
Meter Billing ContractNewNew contract type supports meter-based billing for operations requiring usage-driven invoicing.
โœ“
Customer Surcharge OverridesPrice list honors per-customer surcharge exempt settings and custom surcharge overrides at the contract level.
โœ“
Special Spreads & GroupingGrouped price list display with proper markup matching for special spread pricing generated via the price utility.
โœ“
Commission Site ManagementSeamless ATG connectivity driving fuel inventory visibility and control, auto-ordering, advanced commission calculations including any kind of margin and credit card splits, and seamless AR.
โœ“
Automated Customer Price DeliveryBookWorks generates site-specific pricing for each customer based on their pricing model and automatically delivers it โ€” either via email or directly to their MobileConnect portal.
See pricing in a live demo โ†’
โ˜… Recently Enhanced
Orders & BOL Management

From sales order creation through BOL receipt, BookWorks tracks every gallon through your supply chain. Pulse automation eliminates manual BOL data entry entirely โ€” photos and PDFs are read and imported automatically. The system also supports transferring shipments from one BookWorks instance to receipts in another, enabling multi-entity and inter-company operations.

โœ“
ATG Generated Auto OrderingBookWorks receives live tank data from ATG monitoring systems, evaluates inventory levels against configured thresholds, and automatically generates sales orders โ€” which are then presented to dispatch for review and approval before release.
โœ“
Pulse BOL AutomationNewReads pictures and PDFs of BOLs automatically and imports them as BOLs, Shipments, or Payment records โ€” eliminating manual data entry.
โœ“
DTN BOL & Invoice ReconciliationBookWorks captures incoming DTN BOL data and automatically reconciles it against supplier invoices โ€” matching volumes, prices, and terminal charges so discrepancies surface immediately.
โœ“
Cross-Instance Shipment TransferNewAutomatically brings shipments from one BookWorks instance into receipts in another โ€” ideal for multi-company or multi-entity and inter-company fuel operations.
โœ“
Auto-Cancel FlagEnable and default the Auto-Cancel flag on Sales Orders to clean up stale orders automatically based on your configured rules.
โœ“
BOL Link on Shipment GridsDirect BOL links from the products grids on both Shipments and Shipment History forms for instant drill-down access.
โœ“
Shipments-to-Receipts MatchingAutomated matching with correct terms carry-over, proper consignment expiration handling, and net inventory flag support.
โœ“
Receipt Quick DropStreamlined receipt processing with configurable 'Manifest becomes Sales Order' behavior for high-volume terminal operations.
โœ“
Shipment Journal ReportNew summary report showing invoices as viewed by the customer โ€” a cleaner statement of what was delivered and billed.
โœ“
In-Truck Delivery Partner IntegrationsNative support for BizSpeed, FleetPanda, and RowLogic delivery and field mobility platforms โ€” full API configuration and bidirectional order exchange.
See order workflow in a live demo โ†’
โ˜… Recently Enhanced
Freight & Surcharge Billing

Freight in petroleum distribution is complex โ€” base rates, minimum quantities, stop fees, load fees, surcharges, and tax on freight all interact in ways generic accounting software can't handle. BookWorks calculates each component correctly at the line-item level, including tax on freight when applicable.

โœ“
Line-Item Level ChargesLoad fee, surcharge, and stop fee are all calculated at the shipment line item level โ€” enabling precise per-product freight billing.
โœ“
Tax on FreightNewCalculate tax on freight components where state regulations require it โ€” previously unavailable in most petroleum ERP systems.
โœ“
Base Freight Minimum QuantityFreight correctly computes when quantity falls below minimums, and calculates properly when a BOL comes in after initial order entry.
โœ“
Multi-Drop Purchase FreightCorrectly allocates purchase freight across multiple drop scenarios โ€” a common failure point in competing systems.
โœ“
Distance Segment AllocationsSupports distance-based freight segment allocations when matching receipts to shipments across multiple delivery points.
โœ“
Sales Commission on FreightNewFreight amount is now included in sales commission calculations โ€” ensuring reps are compensated on total revenue.
โœ“
Stop Fee ControlsStop fees correctly limited to multi-drop scenarios only โ€” prevents erroneous stop fee charges on single-drop deliveries.
โœ“
Freight Rate Manual OverrideDispatcher or billing staff can manually input a freight rate at the line item level when standard rate tables don't apply.
See freight configuration in a live demo โ†’
โ˜… Recently Enhanced
Inventory Management

BookWorks tracks physical inventory across terminals, bulk plants, trucks, and customer tanks with a clear distinction between tank readings (total volume at location) and adjustments (shift in quantity). ATG integration provides real-time data from a wide range of monitoring systems.

โœ“
Readings vs. AdjustmentsNewTwo distinct inventory adjustment types: Readings capture total quantity at a location (ATG, stick); Adjustments shift quantity by a given amount. Both are tracked separately for audit clarity.
โœ“
ATG / Tank Gauge IntegrationImports data from a wide number of ATG monitoring sources including Insite360 โ€” with improved handling of manifolded tank readings.
โœ“
Auto-Blending from InventoryNewAutomatically blends from an inventory location on a shipment with a truck location โ€” supporting DEF, biodiesel, and ethanol blending workflows.
โœ“
Terminal Price Loading UtilityNewDedicated utility for taking terminal prices and loading them into a special pricing location โ€” streamlining multi-terminal price management.
โœ“
Visual Inventory DashboardsReal-time inventory position across all locations displayed visually โ€” bulk plants, trucks, consignment tanks, and customer-owned inventory.
โœ“
Blending RecipesNewBlending recipe listing report provides a complete reference of all configured product blend specifications โ€” supporting DEF, biodiesel, ethanol, and other blended fuel products.
โœ“
Inventory Value ReportsInventory Value Summary report with widened cost and value fields to accommodate large-volume petroleum operations.
See inventory tracking in a live demo โ†’
Consignment and Commission Management

BookWorks handles the full complexity of consignment ownership tracking and commission site operations โ€” from rack-to-jobber and jobber-to-dealer consignment structures through ATG-driven auto-ordering, commission calculations, margin splits, and seamless AR for all parties.

โœ“
Rack-to-Jobber ConsignmentFull support for consignment fuel ownership tracking between terminal supplier and jobber, with automated reconciliation when inventory is sold.
โœ“
Jobber-to-Dealer ConsignmentTrack fuel consigned from jobber to dealer/retailer โ€” with correct inventory position and billing triggered on actual sale, not delivery.
โœ“
Sunoco Loyalty ImportNewNew XML format support for importing Sunoco Loyalty data โ€” integrates supplier loyalty programs directly into the consignment workflow.
โœ“
Purchase Clearing DashboardNew Purchase Clearing tab in the Vendor screen shows all unassigned supplier receipts โ€” eliminating the risk of unclaimed consignment inventory.
โœ“
ATG Connectivity & Inventory VisibilitySeamless integration with ATG monitoring systems provides real-time fuel inventory visibility at consignment sites โ€” tank levels, deliveries, and variances all tracked without manual reconciliation.
โœ“
Auto-OrderingAutomated replenishment ordering driven by ATG tank data โ€” when inventory drops below threshold, BookWorks generates the delivery order, keeping consignment sites supplied without manual monitoring.
โœ“
Advanced Commission CalculationsHandles any commission structure โ€” margin-based splits, flat CPG commissions, tiered volume structures, and hybrid arrangements. Calculations are automated from actual sales data.
โœ“
Credit Card SplitsCredit card fees and surcharges are split correctly between jobber and commission dealer per agreement terms โ€” automatically applied at billing.
โœ“
Margin Split StructuresComplex margin-sharing arrangements โ€” including branded program requirements and multi-party splits โ€” are configured once and applied automatically to every transaction at that site.
โœ“
Seamless ARCommission payments, dealer statements, and AR balances flow directly through BookWorks AR โ€” no separate spreadsheet or manual settlement process.
See consignment and commission workflow in a live demo โ†’
โ˜… Recently Enhanced
Reporting & Analytics

BookWorks includes a comprehensive library of petroleum-specific reports โ€” all exportable to Excel. Margin reports now include customer rebates, discounts, and supplier discounts for true net margin analysis. Tax reports cover 32+ states with the exact government forms required.

โœ“
Excel Export on All ReportsNewExcel export added to virtually all reports โ€” enabling offline analysis, custom pivots, and sharing without printing.
โœ“
Net Margin ReportsNewNew margin summary reports include customer rebates, discounts, and supplier discounts โ€” showing true net margin, not just gross.
โœ“
Comparison Margin FiltersNewRun margin reports with a comparison filter to measure performance against a prior period or benchmark โ€” directly in the report.
โœ“
Gross Sales Totals with PrebuyGross Sales Totals Report now includes prebuy contracts in totals โ€” previously excluded, creating reconciliation discrepancies.
โœ“
Daily Totals by LocationSales and Payment Offsets Summary by Location now includes a margin column with enhanced export format and debit summary.
โœ“
Supplier Best Price ReportSorts by best price and correctly handles duplicates โ€” helping procurement identify the optimal supplier for each product and terminal.
โœ“
Crystal Reports Drill-DownDrill into any summary figure to the underlying transaction โ€” order, BOL, receipt, invoice, or payment โ€” without leaving the report.
โœ“
Commission on FreightSales Commission Report now respects freight in commission calculations โ€” with accurate daily totals commission respecting status filters.
See reporting in a live demo โ†’
Motor Fuel Tax Compliance

32 states.
One platform.
No add-ons.

Motor fuel tax compliance is one of the most operationally burdensome requirements petroleum marketers face. BookWorks generates the exact government forms required in each state โ€” updated with every regulatory change โ€” with no third-party tax module required.

Recent additions include Indiana GT-103DR, MF-360, SF-900; Pennsylvania DMF-26, PA USTIF Throughput; Alabama Hardship Tax; and Georgia MFD 2025. Virginia and Tennessee support was also added in recent releases.

AL
AR
FL
GA
IN
KY
LA
MI
MS
NC
OH
PA
SC
TN
TX
VA
AZ
CA
CO
IL
MO
NY
OK
WV

Highlighted states have active native tax form support. Contact us for complete state coverage list. For operators requiring additional tax automation, BookWorks also integrates with Avalara and Husker.

Customer Price Build-Up โ€” Diesel
Supply Cost
Rack Price (DTN Live)$2.8410
Terminal Contract Fee+$0.0250
Supplier Cost Total$2.8660
Freight & Charges
Base Freight (Zone 3)+$0.0420
Load Fee+$0.0080
Fuel Surcharge+$0.0150
Taxes
Federal Excise Tax+$0.2440
State Motor Fuel Tax+$0.2600
Environmental Fee+$0.0020
Margin
Contract Markup+$0.0740
Customer Delivered Price$3.5560 / gal
Pulse BOL Automation

Stop typing
what's already
on the paper.

Pulse integration reads BOL photos and PDFs automatically and imports them directly into BookWorks as shipments, receipts, or payment records โ€” eliminating hours of manual data entry per day for high-volume wholesale operations.

1
Driver photographs or scans the paper BOL at the terminal or on delivery.
2
Pulse reads the document using AI recognition โ€” extracting product, volume, BOL number, terminal, and date fields automatically.
3
BookWorks imports the record as a shipment or receipt โ€” matched to the corresponding purchase order and priced automatically.
4
Your team reviews exceptions only โ€” no more typing BOL numbers, volumes, or terminal codes by hand.
Pulse Import Queue โ€” Today
๐Ÿ“„
BOL #84291 โ€” Diesel, 8,000 gal
Terminal 4 ยท Supplier: Sunoco ยท Scanned 8:14am
Imported โœ“
๐Ÿ“„
BOL #84292 โ€” Gasoline, 6,500 gal
Terminal 4 ยท Supplier: Sunoco ยท Scanned 8:51am
Imported โœ“
๐Ÿ“ธ
BOL Photo #84293 โ€” Diesel, 9,100 gal
Terminal 7 ยท Driver photo upload ยท 10:22am
Readingโ€ฆ
๐Ÿ“‹
BOL #84294 โ€” Heating Oil, 4,200 gal
Terminal 2 ยท Needs supplier match
Review
Today: 41 BOLs processed ยท 38 auto-imported ยท 3 exceptions92.7% auto rate
End-to-End Workflow

How a fuel order moves
through BookWorks.

1
Rack Price Updates

DTN and supplier portal feeds update rack prices automatically. Terminal contracts and fees are applied in real time.

2
Sales Order

Order is created with automatic pricing, freight calculation, tax application, and credit limit check โ€” before it dispatches.

3
BOL & Receipt

Pulse imports the BOL automatically. Gallons are matched to the purchase order and inventory is updated instantly.

4
Shipment & Delivery

Driver delivers via MobileConnect. Final gallons confirmed, freight locked, and invoice generated on completion.

5
Invoice & AR

Invoice auto-generates with full cost breakdown, taxes, and freight. Delivered via email with QR code portal link.

Native Integrations

Connected to the tools
your operation runs on.

Live
๐Ÿ“ˆ

DTN Integration

BookWorks ingests and automates all operational and accounting workflows behind DTN โ€” Pricing, BOL, Supplier Invoices, Supplier Drafts, Credit Cards, and Loyalty transactions handled end-to-end without manual intervention.

Live
๐Ÿ’ฒ

PriceEasy

BookWorks integrates with PriceEasy to push rack-based pricing from BookWorks directly to the pump โ€” keeping street prices, contract prices, and cardlock prices in sync with your back-office rates without manual updates.

New
๐Ÿš›

In-Truck Delivery Partners

Native support for BizSpeed, FleetPanda, and RowLogic delivery and field mobility platforms โ€” full API configuration and bidirectional order exchange between BookWorks and each platform.

New
๐Ÿค–

Pulse AI (BOL Importer)

AI-powered document reading for BOLs, shipment paperwork, and payment records. Photos and PDFs are read and imported automatically โ€” no manual data entry required.

Live
๐Ÿญ

Supplier Portals

Automated supplier cost imports from major terminal portals. Terminal contract terms, pricing, and invoice data flow directly into BookWorks receipts and AP.

Live
๐Ÿ“ก

ATG

Integrates with Gilbarco VeederRoot, Red Jacket, Otodata, Insite360, and others. Real-time tank level data drives automatic delivery scheduling and inventory reconciliation.

Live
๐Ÿ“ฑ

MobileConnect

Driver delivery confirmation, customer self-service portal with order placement and CardPointe payments, and field sales order generation โ€” all in one Progressive Web App.

Reporting Library

Every report a
petroleum jobber
actually needs.

BookWorks includes a comprehensive set of petroleum-specific reports โ€” all exportable to Excel โ€” or create your own in Crystal and soon, AI generated reports.

๐Ÿ“ŠNet Margin Summary (with Rebates & Discounts)New
๐Ÿ“ŠMargin Summary with Comparison FilterNew
๐Ÿ“‹Shipment Journal (Customer View)New
๐Ÿ’ฐDaily Totals โ€” Sales & Offsets by LocationUpdated
๐Ÿ“ˆSupplier Best Price ReportStandard
๐ŸงพGross Sales Totals (incl. Prebuy Contracts)Standard
๐Ÿ“Customer Selling Price by Date RangeStandard
๐Ÿ“ฆBlending Recipe ListingNew
Net Margin by Customer โ€” March 2025โ†“ Export Excel
Acme Distribution Co.124,450 gal$0.0821
Valley Fuel Wholesale98,200 gal$0.0744
Tri-State Petroleum87,650 gal$0.0512
Riverside Fuels Inc.76,100 gal$0.0698
Crown Energy Partners52,300 gal$0.0341
Total โ€” All Customers438,700 gal$0.0698
Volume by Product โ€” MTD
Diesel
1.24M
Gasoline
876k
Heating Oil
638k
Ready to See It Live?

30 minutes.
Your data. Real answers.

We'll show you BookWorks running a wholesale fuel operation that matches yours โ€” your product mix, your pricing structure, your states. No generic demo decks.

Or email sales@keyinfotech.com ยท Birmingham, MI 48009

Schedule Your Demo
Personalized to your wholesale fuel operation.

No obligation ยท Responds within 1 business day