Customer SSCS #:^*

Site #^*

Circle K Store #^*

Trainee Name^*

SSCS Tech^*

Date^*

Start Time^*

End Time^*

Tech Signature^*

Meet with franchisee and the scanning team to review the three-day installation plan.^*

Work with scanning team using a DSD. Scan one of each item in the store with quantity of one and list price. If items in store are not priced on the shelf, ask for prices. ^*

Discuss the pack size to be correctly input at the time of scanning according to SSCS procedures for linking singles to multi-packs.^*

Work with the scanning team to make sure items are scanned correctly. ^*

Call the Support manager with status update. In the event of an emergency, call their cell directly.^*

Back up data and move Header Date from default to a day before opening, end the shift, month and year. ^*

Create three (3) shift fractions for posting all your scanning and setup.^*

While the scanning team continues scanning, work with the franchisee on setting up fuel tanks, grades, blending ratios etc. ^*

Input any PLUs with the franchisee, and set them up in the HHT or CDB with a quantity and inventory type to avoid deletion.^*

Complete the mapping of the POS to CDB departments, fuel grades, asset accounts, unknown UPC departments, and any other POS related setup processes. ^*

Process all DSD invoices using appropriate asset account as payment account. Be sure to checkmark apply list price from invoice in HHT data processing.^*

Setup Item Sync, and map vendors and departments.^*

Sync any items and promos the site needs.^*

Back up CDBWIN.^*

End the shift.^*

Delete zero quantity, answer the prompt No to set items to inactive in CDB and to be deleted from the POS.^*

Import all and send to the POS.^*

Test-scan items from each department while verifying taxation, bottle deposit, age restriction and promotions.^*

Call the Support manager with a final status report.^*

Was this customer prepared for training?^*

Was the store stocked and priced?^*

Was the inventory team prepared to scan the store?^*

Do you think this customer benefited from SSCS class training?^*

Did you encounter any problems during this installation? If so, describe them below.

What were this customer's strong points?

What were this customer's weak points?

If you could change one thing about Day 1’s installation protocol to improve SSCS’ procedures in the future, what would it be, and why?