Customer SSCS #:^*

Site #^*

Circle K Store #^*

Trainee Name^*

SSCS Tech^*

Date^*

Start Time^*

End Time^*

Tech Signature^*

Did you encounter any problems during this training session? If so, describe them below. (optional)

Connect remotely with the customer on Sunray.

Ask the customer about questions or issues they may be having, such as incorrect prices and items not scanning prior to doing training, and address the issues.

Go to Fuel Sales and compare money and volume to the POS report.

Go to Sales and compare department sales to the POS report; tag and close the transaction.

Have them fetch a new DSD reference file and scan all deliveries for the day.

Send DSD and process the paid out transactions. Show the customer how to create recurring paidouts.

Go to Purchases/Payables and record paidouts.

Check for EDI transactions; receive and convert if deliveries were made.

Setup and train them how to use the Lottery App.

Go to Current Assets and record deposits and Lottery Paid Out.

Cash/Over short should be within range at this point, set up Max. Cash Over/Short on the “Alerts” tab, resolve over/short in excess of max.

Go over CAO Transmission.

Create the short cuts to Transaction Analysis and the Customer Portal.

Log in with them to the Portal, and show them how to access documentation and tips of the month.

Go over Transaction Analysis reports and functions; review how to set up Altria and RJR.

Go over Custom Reports and create a report with them.

Go to Shift Reports, print and go over the following reports:
1. Daily Book Analysis
2. Sales (Closed).
3. Paid out
4. Cash paid out
5. Over/Short – How to look for any related issue to Over/Short.

Backup.

End Shift.

Was the customer prepared for the training?

Was the customer able to execute the following?

What are the problems (if any) that you encountered with this trainee over the course of the installation?

If you could change one thing about Day 3-4's installation protocol to improve SSCS' installation procedure for future sites, what would it be, and why?

Do you think this customer is ready to do books on their own? If not, why?

What were this customer's strong and weak points in terms of the Daily Book Process?