S2K Daily Checklist

S2K Daily Checklist

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:

• Add new items using Quick Add Item Button
• Make Price Changes on Items using the Quick Price Change tool or the Pricebook

• 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.
• Reconcile Payouts and House Accounts (If Applicable)
• Upload receipts or documents as needed and approve the day
• Pull End of day reports in S2K and email them if applicable

FUEL INVOICES

• Create any fuel invoices as necessary (if applicable)
• Check fuel invoices for accuracy: gallons, dollars, and add-ons.
• Approve, Post (if Applicable) and Print invoices after reviewing that they are correct

• 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 and Post to Accounting (If Applicable)
• Create a “Non-Fuel Inventory Adjustment” invoice to account for any merchandise waste items

• Review and edit any existing mix match promotions as needed
• Create any new mix match promotions
• Publish over any updated or new mix match promotions

RETAIL UPDATES

• Make any additional retail price changes for the day and update to the register