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