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Store Portal
Submit and track credit requests for any store.
Office Review
Credit requests, unapplied DC credits and reconciliation.
Sales & Delivery
Live sales, projections, quotas and delivery by store.
Vendor Bills
NAPA vendor invoices reconciled against post-account receipts.
📋 To-Do
Today's tasks. Check one off when it's handled — if it still needs doing tomorrow, it comes back.
Store sign-in
Each store logs in to submit and track its own credit requests.
Facing 1 — Store Credit Request
What the store person fills out. Pick a credit type and only the fields that type needs appear; the reason for the credit goes in Description / notes. On submit it drops into the tracking system (today: the SharePoint sheet).
Office sign-in
Review every store's credit requests here.
Office Review
Pick an area to work in.
RGN Tracking
Credit requests & returns — open dollars by credit type, past-due RGNs, and the detail logs.
RGN Tracking — Summary
Open credit by type. Click a credit type to open its detail log.
🛒 BOPIS — account 41050
Every BOPIS sale should be credited back in full and charged a 7% processing fee. Click a month for the store breakdown.
🧾 DC Bill Review
Latest DC invoice price for each part vs the store's MS last/replacement cost — any difference is flagged.
Store Dashboard
Vendor Billing Accounts
| Billing acct | Vendor | Post acct | Store | Invoices | Billed | Matched | Needs correcting | Double posted |
Never received | Not received |
No invoice | Wrong store |
Status | What's wrong |
|---|