Processing Coremark Invoices

Coremark invoices import automatically, you MUST process them completely BEFORE you approve them.

 

1.  Open Coremark Invoice by going to View existing invoices:

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          Choose Coremark from the dropdown list then click ‘OK’

 

 

 

 

 

2.  Check for NOTSETUP items by selecting “Group by Department”

 

3.  If there are items in “Not Setup”, then you must setup those new items.

 

a.  Select Modify Pricebook based on this invoice

 

b.  Choose the correct Dept from the dropdown for all items in the “not setup” department and give it a Retail (you can see suggested retail in the column next to retail as a guideline.)

 

c.  Then select “Save and Update to POS” at the bottom right to save and send the new items to the Gsite.

d.  Balance the invoice…if the amount in DIFFERENCE is NOT zero, then you must balance the invoice, you can either throw into a dept by selecting the Dept Tab and entering the total into a dept, or add items to the SKU list.

 

e.  Then approve the invoice, once the following criteria ARE MET:

 

1-  Invoice balances

2- All not setup items are taken care of

3- Correct Paid By method has been chosen.