The following checklist has been provided as a suggested guideline for your daily work flow.

This checklist will help you navigate through your daily tasks in Series2K.

 

 

1.      PUBLISH PRICEBOOK

 Publish all items selected as “Add and Update”

 

2.      HQ NOTIFICATIONS

 Check the notifications button for new items

 Click “Accept” for all SRP’s or add site retail, then click “Accept”

 

3.      DAILY RECONCILIATION

 Review sales data, not-setup items and that there are no out of line DEPTS (“!”)

 Verify receipts and make adjustments, as necessary

 Check that margins for fuel and c-store are in line

 Check fuel inventory over/short amounts for missing invoices or incorrect reconciliation dates, correct as needed.

 Upload receipts or documents as needed and approve the day

 

4.      FUEL INVOICES

 Check fuel invoices for accuracy: gallons, dollars, and add-ons.

 

5.      NON-FUEL INVOICES

 Enter deliveries for the day with handheld or manually in S2K

 Review and reconcile all deliveries

 Review EDI invoices, check for cost changes and update new items, make sure balanced

 Approve all invoices when complete

 Create a “Non-Fuel Inventory Adjustment” invoice to account for any merchandise waste items

 

6.      RETAIL UPDATES

 Make retail price changes for the day and update to the register