03 Inventory & Financials

Store Management Click on Store Management (This is the 4th item on the left-hand side menu) Then click on Products to bring up the products of your store. Next select the product you want to add a inventory count to. Click on the Show Advanced option and select yes. Next

Inventory & Financials Click on Inventory & Financials 2. Short & Over From the pop-out menu, select Short & Over 3. Change Selected Stores If you have multiple stores connected to your Petro Outlet system, you have the option to view a combined list of the Shifts or individually by store. Mul…

Click on Inventory & Financials From your dashboard, click on Reports. This is the 2nd option on the menu to the left of your screen. 2. Cigarette & Inventory Counts From the pop-out menu, click on Cig. & Inventory Counts 3. Change Selected Stores You can generate a report to view a current

Inventory & Financials Select Inventory & Financials from the menu on the left 2. Invoices by Vendor From the pop-out menu, click on Invoices by Vendor 3. Change Selected Stores If you have multiple stores connected to your Petro Outlet platform, you can view Invoices for all stores by setting…

Inventory & Financials Select Inventory & Financials from main menu to the left 2. Invoices by Date From the pop-out menu, click on Invoice by Date 3. Change Selected Stores If you have multiple stores connected to your Petro Outlet system, you can select all the stores to view a combined list

Sometimes a mistake happens during lottery inventory shift-reports, managers can fix them using the steps in this guide. Prerequisites: Must have the “Reconcile Inventory” Permission associated with your account Steps: How to de-activate a book: Note: When you de-activate a lottery book, it…

Inventory & Financials From your dashboard, click on Inventory & Financials Received Books There are three tabs in this section The first tab (Received Books) is the introductory stage. This is where you will scan all new books into the system. +Button Click on the +Button icon Fill in the…

Inventory & Financials From your dashboard, click on Inventory & Financials (This is the 4th item on the menu) Vendors & Invoices This is the 1st item on the left-hand side menu Click on +New Adjustment/Invoice/Credit Click on the +New Adjustment/Invoice/Credit icon (This is located at the to…

Electronic Data Invoicing is a service done by Petro Outlet. It will automatically send your invoices into the ‘Inventory & Financials’ section of your Petro Outlet account. Petro Outlet is able to do this for the following vendors: Core-Mark, HT Hackney, Zuma, McLane. All you will need to do is p…