Alerts
Cash Balance Alert Critical Inventory
Spot Checking Critical Inventory Items Dashboard
Setting Up the CDBWin Dashboard Department Projections
Project a Sales Target for a Specified Period Fuel Manager
Using the
Competitive Price Survey to Price Your Fuel Grades Inventory and Expenses
Defining Expense Accounts and Applying Them
Expensing
Coffee Items
Identifying Dead Stock
Identifying Fast and Slow Movers
Identifying Inventory Changes
Identifying Over Stock
Using Physical Inventory and Item Adjustment to Clean Up Inventory
Using Saved Item Criteria
Lottery
Tracking Lottery Paidouts
Calculating an Accurate COGS for Lottery
Sales |
Multi-Item Promotions
Creating and Sending a Combo Promotion to the POS
Creating and Sending a Mix-and-Match Promotion to the POS
Purchases/Payables
Restricting Duplicate Invoice Numbers
Spotting Purchase Exceptions
Reports
Annual Budget, preparing
Daily Book Report, tracking your ratio of
fuel sales to store sales
Don't Send to POS Check Box
Fuel Manager Reports, making pricing
decisions with
Income and Expense Report, analyzing net
profit with
Line Item Site Totals
MTD Store Purchases Sales/Receivables
Using Reverse Transactions Trend Analysis
Discount Tracking
Nosales Tracking Refunds Tracking
Voids Tracking
Workforce Management
Using the Timecard Report to Record Payroll Expenses |