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)

Have the customer log in to Sunray. Review all CDB setup and mapping for the poller.

Set up Margins for all Departments. Scannable departments should be set to 100% margins.

Set up sales only items.

Set up expense only items.

Copy cost to average cost.

Set up Opening Balance for current Assets if needed.

Customer to do all the data entry with full explanation from the technician for each step.

Post the first day sales from the Poller and go over the daily process.

Show the customer how to use F1 Help.

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 paidout transactions; show customer how to create recurring paidouts.

Go to Purchases/Payables and record Paidouts.

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

Go to Current Assets and record deposits and Lottery Paidout.

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 to Shift Reports, print and go over the following reports:
1. Daily Book Analysis.
2. Sales (Closed).
3. Paid out/ Cash paid out
4. Over/Short

Backup.

End Shift.

Go over CAO Transmission.

Create Shortcut to the Portal and show the Franchisee how to find videos and tips of the month.

Make an appointment for Day 4 with the customer.

Make sure the customer knows that they are to scan any Delivery ahead of their Day 4 appointment.

Email Royalty Automation with CDB Serial #, CDB Site #, Circle K #; confirm site set up.