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 of invoices or you can view invoices individually by store
Multi-Store List
Individual List
4. Invoice List Overview
Once you have selected the store(s), the information will generate in your browser under the label “Invoice List”
The following information will display:
Date
Store
Vendor
Type
Total
Finalized
5. Edit an Invoice
To make a change to an existing invoice, select the Invoice from the list.
Note - User must have “Reconciliation Permission” in order to make changes here
Adjustments can be made to the following fields:
View the PDF - If you originally uploaded a scanned copy of the invoice, you can view it here
Dump SKUs- You can “bulk add” SKUs to the Invoice to edit
+Line - Manually add SKUs to the invoice
Print Check - Print a copy of the invoice
Click on Save Changes to finalize any adjustments made
5. Add New Invoice
To add a New Invoice, click on +New Invoice
The first step is to select the store the Invoice pertains to.
After setting the store, fill in the following information:
Finalized - This confirms the information entered is correct and you’re ready to proceed
+Line - This allows you to add a line item to your Invoice
A table will drop, fill in the product information
Print Check - Allows you to print a copy of the Check
Save Changes
Click save changes to complete the action