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Please Sign in Hello Attendees, Please enter the following information in the chat box before the Full name Email address Account name you are representing Store name you are representing (for Store Managers) We appreciate your cooperation and will begin the trainings shortly. www.cstoreoffice.com
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C-STORE OFFICE HAND HELD TRAINING www.cstoreoffice.com
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Introduction Welcome to C-Store Office www.cstoreoffice.com Who am I? My name is Brodie Cooke and I’m the IT support representative and handheld training specialist. How to reach me: 1-888-306-0640 ext. 2055 B.Cooke@petrosoftinc.com
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Agenda www.cstoreoffice.com What is mobile assistant synchronizing price book Inventory Invoices Setup screen
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Where to get a handheld scanner (Motorola) www.cstoreoffice.com We support a number if handhelds The one we recommend is 9190 We also support 3090 3190 9090
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Where to get a handheld scanner (Motorola) www.cstoreoffice.com We recommend buying from Kevin Koerber Account Manager BarcodesInc 00 W. Monroe St., 10th Floor Chicago, Illinois 60606 p: 800-351-9962 x4886 d: 312-582-4886 f: 312-212-1800 www.barcodesinc.com
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What is Mobile Assistant www.cstoreoffice.com Mobile assistant helps you Scan/Make An Inventory Transfer products from store to store Make Orders for Venders Verify invoices
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Synchronizing the PriceBook www.cstoreoffice.com This is recommended at the start before you do an inventory, merchandise transfer, invoice, or order. Click on Options Click on synchronization Click update price book This makes sure your handheld is up to date before you start.
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Synchronizing the PriceBook www.cstoreoffice.com
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Synchronizing the PriceBook www.cstoreoffice.com
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Inventory www.cstoreoffice.com The key to a good inventory is making sure that all invoices are correct and accepted, and all shifts are balanced. Make sure to open a shift for the start and end of inventory
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Inventory key items to look at www.cstoreoffice.com UPC Identifies the product Name of product In this case 32 oz Powerade Category and CR department Retail Lets you know how much you are selling an item for Also just as a side note you have move back and forth by pressing left and right.
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Inventory key items to look at www.cstoreoffice.com Once everything that you see is correct, count the items that you have and then type in the quantity in the QTY field.
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Invoices www.cstoreoffice.com This is the start screen for a new invoice. You must fill out all fields in order to move forward Vendor Invoice number Date received Method of payment Then click on advanced invoice
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Invoices www.cstoreoffice.com Once you start a invoice you will see this page Once you scan an item you will see UPC Name Size Retail Cost Case cost Ext. Cost Quantity Units in case
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Invoices www.cstoreoffice.com VIN Add VIN Discount s
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Setup Screen www.cstoreoffice.com This button allows you to change how the item is set up on your price book.
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Setup Screen www.cstoreoffice.com Main Items to note Item Code Category and department Item description Size Retail Before you can edit anything you MUST press Edit.
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What have you learned? Review questions www.cstoreoffice.com
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Review Questions www.cstoreoffice.com Which of the statements are true about Inventory? A)Inventories can only be done once a year. B)You cannot change the price of an item through an inventory. C)Quantity is by case not by individual items. D)None of the Above. The correct answer is: D “None of the Above.”
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Review Questions www.cstoreoffice.com TRUE OR FALSE Mike has 20 different flavors of 20oz Gatorades. He will only have to scan I bottle and add all the Gatorade up for the quantity? The correct answer is: False “Mike will have to scan each kind of Gatorade and note the quantity of each type.”
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Review Questions www.cstoreoffice.com VIN stands for? A)Very Important number. B)Version identification number. C)Vendor Identification number. D)Version information name. The correct answer is: C “Vendor Identification number.”
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Training Center www.cstoreoffice.com For additional testing on what you have learned, please refer to our new “Testing Center”. You can access this new feature by clicking on the help icon, and then choosing the testing center icon.
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Questions and answers How can I help you? www.cstoreoffice.com
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Feedback How did I do? www.cstoreoffice.com
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THANK YOU FOR YOUR TIME! www.cstoreoffice.com Get in Touch Petrosoft LLC 2025 Greentree Road Pittsburgh, PA 15220 1.888.306.0640
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