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Issue 12: Dec 2012 Rite Way Oil`s Perspective

1. can accomplish the following The Conclusion e Provide an environment where people get more done People who understand each other and are willing to focus and have more fun on each other s strengths tend to work well together For e Improve teamwork more information on Management By Strengths visit www e Understand important differences in communication strengths com Styles e Understand how people listen to you e Discover how to get people to agree with you e Resolve interpersonal conflicts The 4 Temperament Traits Directness Extroversion Pace Color Description Like a stop sign Bold to Like a traffic light they Color of the ocean or Blinking yellow light or Cem your attention are on PS Cem Calm NASCAR Cem Caution Letter on Profile Letter on ProfileGraphs D RESULTS CONTROL Ze TEAMWORK as HARMONY GE BE RIGHT TO DO COOPERATION RIGHT WordsthatWork that Work Words that Work Consider Let s Lets and We We When and Timing and When and Timing Facts and Right Facts and Right Directness D Extroversion EI D ABOVE the Line E ABOVE the Line Results oriented Self confident Decisive Focus on people Outgoing Friendly Hard driving Candid some people Pleasant Eclectic Brainstorming is how may take this candor as criticism and High Es make decisions generate new defensiveness results when people feel ideas and solve pro
2. Allied Electronics Inc is presenting Think Tank 2013 Technology Exchange During our conference you will gain invaluable information regarding the petroleum industry s latest technology market trends and much more Attendees will include decision makers from IT Retail Automation Fuel Operations Business Managers and Marketing Partners presenting will include but not limited to Gilbarco Veeder Root Bennett Pump Retalix P97 Networks Warren Rogers Associates Wayne A GE Energy Business The Pinnacle Corporation Orpak USA Clean Energy Heartland Payment Systems On February 26 join us for an evening of entertainment dinner cocktails and exciting exhibits at the National Constitution Center in historic Philadelphia Register visit us www AlliedElectronics com ThinkTank For additional questions please contact Paul Box Paul AlliedElectronics com or Mike Vogt MikeV AlliedElectronics com ALLER ELECTRONICS INC Fl Rite Way Oil s Perspective Top 7 Reasons Workforce Management WFM Works for Us By John Dilsaver CFO Rite Way Oil 1 WFM is a web based full featured comprehensive management tool helping you gain greater control over productivity and pro vide the accuracy needed in your business operations It is an easy to use powerful time and attendance solution allowing you to automate your company s timekeeping attendance tracking Ki The stability of Pinnacle s Workfor
3. When we first installed EPM at Double Quick we delivered an array of reports to members of corporate management Our new delivery strategy was developed to support the goal of getting more actionable information to more people by the end of 2012 Double Quick operates 50 retail operations including C Stores Church s Chicken Stores Krystal Hamburgers Gresham Petroleum is a wholesale fuel and propane company distributing products in Mississippi and Arkansas Issue 12 THE PERSPECTIVE 31 Sasy as Pie By Jennifer Trafelet Solutions Analyst The Pinnacle Corporation etting up a point of sale POS is not something that can be achieved in a matter of a few minutes In fact configuring a POS can be extremely time consuming and at times very confusing There are many different tables and settings that need to be configured not to mention setting up various boards Pinnacle s POS Manager reduces the complexity of the initial Palm POS setup and maintenance ensures that all systems are setup consistently and reduces the risk of configuration errors POS Manager brings simplicity into its user interface and configuration capabilities With an easy to navigate menu preview capabilities and a profile system all stores and registers can be setup and running in a fraction of the time that it takes to configure each register individually Before POS Manager setting up buttons on a board reguired remembering board numb
4. e We are still finalizing registration fees but do not anticipate any increases e We are looking at offering possible discounts for multiple people attending from one company We will have more details by January 31st In the meantime please feel free to contact Rosemary Waldrip directly if you have any questions or concerns 817 795 5555 x205 rwaldrip pinncorp com THE EXPERT TROUBLESHOOTING PALM POS PHAROH AND JOURNAL MANAGER By Daniel Ledbetter Senior Analyst The Pinnacle Corporation One of the best ways you can help increase uptime and lower the need for support calls is to learn the tips and tricks of troubleshooting Palm POS Pharoh and Journal Manager The single biggest timesaver for all three applications is learning how to navigate the log files and what data the individual logs contain Once you understand how the logs are laid out you are able to locate the data you need to review quickly and with accuracy Most logs can be read using a simple text editor such as Microsoft Windows Notepad or WordPad A more in depth editor will give you additional resources such as searching for all instances of a piece of data in the file or from multiple files at once In order to troubleshoot efficiently you have to understand where to begin to search for the problem When issues occur with your Palm hardware such as peripherals not functioning or hardware error messages you will want to start you
5. t ES HST JMBO HN I EACH Ts en e PENCRDPNKET EACH Is DN i ma ATAT US LACH w pi deal I Dat de 43493 CHCKNNSTICK EACH 42 6 ct pA gek merai mes 43504 roo we aan 2817 ori ae Sea Ha de a ATET tii EACH akh TET ETT 39096 BD ven Gen Lal e ATAT MOEACH 1020 AHNT i oam 37426 NOW amp LATER EACH 26 Si TOPENG AH nei E os 43487 SNACK PACK EACH 25 ww UEO 04 LACH m Bapa CG Gs 59007 BD ICE TAZNRECH 25 9 ATAT 31 EACH Cat ep U aus d PR ATT 5 Kel Pm EEE HETI Ip anna rs Ki Lon Lt Titile Teaser 0 ATAT 10 EACH SES Eeer Li pa Event Details Incomm Jepi Mie Tei use Eh Dee BCS 1 gesi BEN LC Arel Er a LPDB ne Dez Ef H LO KMI H Lomp KAMI Tortor DLE Teriakan Beco badk RI erases om E Total Sales ATAT FP EACH TALL 31 LAcN BT DIR in ta An B 22 2012 8 22 2012 8 24 2012 8 25 2012 8 26 2012 8 27 2012 8728 2012 8 29 2012 8 30 2012 8 91 2012 9 1 2012 92 2012 93 2012 9 4 2012 Wednesday Thursday Friday Saturday Sunday Monday Tuesday Wednesday Thursday Friday Saturday Sunday 30283 RIB PLATE EACH 59 92 3196 135 83 791 799 5193 31 96 39 95 31 96 on STIM 50284 PLLDPRKPLAT EACH 6 29 6 29 51887 6 29 81158 6 29 51258 18 87 30285 PRKSANDWICH EACH 17 95 2692 3410 up 4846 19 74 1436 14 36 55 38 53 59 30286 PRKSNDWCMBO EACH GEI 1347 3143 26 94 517 96 5449 S898 449 898 4 49 30287 RIBS ONLY EACH 22 00 27 88 open 1285 64 35 25 74 2788 1716 3431
6. PINNACLE CALENDAR FEATURES 8 MANAGEMENT BY STRENGTHS How do you communicate COMING UP JAN 27 30 FEB 19 21 SIGMA ELC WPMA Telluride CO Las Vegas NV 1 2 Rite Way Oil s Perspective Top 7 reasons Workforce Management WFM works for us FEB 11 13 NACS Leadership Forum Miami Beach FL FEB 20 22 Pinnacle Advisory Board Meetings 1 4 BIG DATA GOES MOBILE Tampa FL EPM and the iPad FEB 12 13 SIGMA IT Sharegroup Nashville TN FEB 26 27 Allied Electronics Think Tank Philadelphia PA 24 INSIGHTS FROM FLASH FOODS Using social media to improve your business FROM BOB S PERSPECTIVE In a conversation a few weeks ago with a potential client of ours we were discussing Pinnacles strategy of representing Microsoft s Dynamics general accounting system versus alternative strategies This person was telling me why it was such a good strategy for Pinnacle as a vertical market software supplier to adopt this approach I could not have agreed with him more That conversation echoed the many others have had with clients prospects and consultants in our industry for 23 years now The convenience store and petroleum markets are extraordinarily complex as retail formats go Where else can you find food for takeout or on premise consumption fill in grocery snack and cold beverages fuel for your vehicles and body lottery tickets rentals and a bunch I have forgotten And it s similarly challenging to pr
7. inventory Prior to implementing item level inventory we had approximately six auditors who counted two stores each day Currently we have 12 auditors and a two person team counts one store each day We count in sections and review each count with the manager prior to posting the count After the entire store is completed a forgotten items report is generated that checks 10 COST ACCOUNTING THE PINNACLE CORPORATION for any items that are showing an inventory amount but was not counted After the inventory is posted it is final we do not make corrections to it e In house auditing team e Count entire store e Count stores in sections e Managers verify sections before counts post e Forgotten items report Step 6 Cost Accounting We used replacement cost as opposed to average cost for our cost inventory The replacement cost is maintained in the INV_ITEM table and this is sent up the day that the store is counted We import this into Excel and generate the inventory shortage based on the adjusted counts Managers are no longer responsible for markup markdowns price changes etc e Inventory counts are received at cost e Eliminates retail to cost calculations e Replacement cost is used e No markup markdowns e No price change counts Step 7 Item Level Adjustments Each week inventory adjustments are made by a merchandising team member They visit the store and scan out any adjustments to inventory that the manager needs t
8. be that One Idea ot At Double Quick we ve found power in the EPM BI solution by taking the questions we ve all asked and building analytics that can return answers Here are some examples Example 1 Our stores experience a huge increase in business the first week of every month Operational Question Do customers buy different items at the first of the month Analytics Evaluate the Same Day of Week over Extended Period e Evaluate key performance measures Customer Count Unit Sales for Top 10 Products Conclusion Verified that sales peak and that there are more customers at the first of each month But the customers do not buy different items at the first of the month They buy more of the same items Example 2 We remodeled the kitchen at Store 102 and added new items to the menu We evaluated the overall category sales and new item sales at this location Operational Question Did remodel or new products contribute to increased sales Analytics e Evaluate Several weeks of Daily sales for selected new products Several weeks of Daily sales for the Category that includes those new products Conclusion The store is selling more because of the new kitchen but the new products are not significantly contributing to the increased sales Example 3 We experienced issues with our Phone Card interface and needed to provide details of voided transactions Conclusion We provided a
9. year knowledge and business practices with me said Shellie There is undoubtedly a direct correlation between Bower from SuperPumper Being new to the industry overall client satisfaction and those clients who I was very happy to learn whatever I could from others consistently attend and I was surprised at how helpful and willing people were to share their ideas with me The event brought together clients vendors and Pinnacle employees from across the nation to address Of course no event would be complete without engaging common issues facing our industry With topics ranging evening activities Over the course of three nights from social media to mobile business intelligence and attendees enjoyed a Texas Rangers baseball game rooftop item level inventory the targeted educational sessions dining at Reata Restaurant and a private comedy show at Summit along with ample networking opportunities at Four Day Weekend Country dancing and bull riding allowed clients to gain insight into how fellow Pinnacle at Billy Bob s Texas rounded out the week of fun filled clients attain efficiencies through leveraging their Texas activities Pinnacle software One of the most popular topics was the general session presentation by Michael Postlewait Overall this year s Summit was one for the record books on Management by Strengths The presentation emphasized both in attendance and feedback alike The Pinnacle the differen
10. 12 Providing store managers a tool to create schedules is key to the successful management of labor budgets By converging impor tant information like availability of time company rules and regu lations and other key data elements schedules are easily to create and manage 4 So what is buddy punching anyway From the Urban d Dictionary When a person at work clocks in punches in their friend when their friend is late to work Do employees really do that HA os bet they do This activity is one that can e ETS impact your profitabil The biometric finger print scanner has stopped buddy punching Me Whether they are arriving late or leav aing early this activity means that you Pate paying wages for employees who aren t even there Not only are you being ripped off but your entire opera tion may be degraded by the personnel _ shortage A biometric reader tied to your time clock process can remove this prob lem entirely because it requires the employ ee s unique biometric identifier to clock in The GUI for the weekly time punches allows both managers and supervisors to easily identify punch 5 in or punch out exceptions and differences between schedule and worked variances Providing easy to use tools and collecting time clock data and labor schedules provides some really great benefits But if you re not able to analyze the results and make smart business decisions ab
11. 3003 17 16 MM PSU UY 30229 PLLDPORKISZC CUP 17 98 8 99 234 66 110 58 142 10 113 28 95 76 81 17 143 06 72 76 S012 63013 Monday Tuesday Wednesday Thursday 551 08 52397 531 596 51 9 510 77 16 15 S718 325 13 514 35 SIS 74 S115 14 59091 S6L77 52 41 58 86 23 14 report It could be delivered as a pdf or an EXCEL spreadsheet Example 4 Controlling labor hours and having the right staffing at stores is an ongoing challenge Operational Question Can we use EPM to provide operations with the number of cashiers needed by hour at each location Analytics e Determine The average number of customers for each hour over an extended period The average length of time a transaction takes use the same period of time but come up with an overall average not a average for each hour Calculate suggested staffing number Divide Average Customer for each hour by the number of transactions an Associate has the capacity to complete in an hour At Double Quick an associate should be able to process up to 35 transactions an hour THE PINNACLE CORPORATION Conclusion Each store manager gets a suggested staffing report which they use when planning their upcoming workforce schedules Being able to deliver answers to the questions that are actually being asked has accelerated the adoption of EPM We at Double Quick have also changed our strategy for how we deliver information to people in the organization
12. 4 THE PERSPECTIVE Issue 12 TRIALS AND TRIBULATIONS We had to install new servers for EPM Web App and Database at HQ Pinnacle had to make some changes for our newer Sapphire equipment The way we had many items set up in PBW caused issues EPM had little to no reports set up for mobile WHERE WE ARE HEADING DM dashboards where Each DM has one page view of their territory with at a glance KPIs Each area of the dashboard allows for drilling into the underlying data DM s can compare store data with other stores Provide a labor analysis tool WE WANT OUR BI APP TO ANALYZE THE DATA FOR US The use of grids and other widgets to represent data Allow real time filtering to help identify trends Allow complete drill down into the data Show comparison data Keep it simple THE PINNACLE CORPORATION Too F0 Hams Laast Month Tee Pi Herren Lasi Month E Taim hed Ern tem UPC Retail SKU ke Saai Bj Share Pum vekare TI Week Trend Fuel Yola 13 Werk Teen TING Balen by Tender Tyee 17 weeks graph view BEL a al EFRI E inii man THE PINNACLE CORPORATION Issue 12 THE PERSPECTIVE 15 Item level receiving Price Book 1 Perpetual inventory z H 7 Cost Accounting Item level counts H Item level adjustments 7 II mee By Amy Wood Store Automation Systems Analyst Flash Foods eadquart
13. 50 The Energy Level measures the total intensity of a person s responses to the word descriptors on the MBS Survey Most people have plenty of energy And while it is true that some people naturally have more energy than others how they use that energy and whether or not that energy is available to them when they need it are important considerations The energy that a person has is more available when he she is comfortable Your Energy Level is a reflection of your physical and mental energy You have more energy available when you are comfortable Your Energy Level tends to remain constant throughout your life THE PINNACLE CORPORATION Issue 12 THE PERSPECTIVE 9 Understanding Temperament As we all know it is very difficult if not impossible to change To better understand what the MBS profile report says about another person s temperament so our challenge is to recog an individual it s important to understand what each of the 4 nize and appeal to the other person s temperament temperament traits means Understanding how a person communicates makes deci Since people make decisions through their high traits or traits sions and how that person wants to be treated is a valuable that are ABOVE the line we need to look first at the traits first step in establishing or improving any relationship By ap that are above the line to determine how to appeal to their proaching each person according to their temperament you strengths
14. O The Published By OPINNASLE www pinncorp com Issue 12 Dec 2012 MA Publication for the Convenience Store and Petroleum Marketing Industries BRIGHT INSIGHTS FROM IDEAS Bam FROM Improve Your Business PINNACLE SUMMIT 2012 CISDeC RITE WAY OIL S PERSPECTIVE Top 7 Reasons Workforce Management WFM works for us RETAIL DESIGN TRENDS i BIG DATA GOES MOBILE EPM AND THE IPAD MANAGEMENT BY STRENGTHS HOW DO YOU COMMUNICATE Technology is changing payment Payment is changing shopping We deliver the New Experience 1 ab 1 3 i P y D he ae 1 Pd S 4 E A P H d P w d I A J Lu A A 1 1 g ja e ms ai F T L c TE p ee gt L I DE k H I i Ti Tn i i ie WW Fare b i Ld ii eg d i iF A l rr H i p i i P Ki id i MI L hb NES a z P 5 EN i i em Ss t ll UI P D P GENERAL STORE f 8 aa E Sach Kl 7 A SPL Ly 1 as LE bi S With more than 30 years of industry leadership in payments technology we bring innovative payment products and solutions that maximize security and customer experience while adding real value for today s technology savvy merchants and shoppers alike EMV amp Contactless Ready NFC amp Mobile Payments PCI PTS Certified Innovative Telium2 Architecture To learn more visit us at www ingenico us or call 1 800 252 1140
15. Starbucks locations and built c stores without gas 65 of the customers at those locations are coming through the drive thru But don t mistake these numbers for THE PINNACLE CORPORATION ae i 4 est y dh 4 jag An a E e I simply moving inside customers to the drive thru this H Connecting with Customers Digitally retailer has seen a 12 lift in overall sales Customers want convenience in all aspects of your business including the way you connect with them Think Focus on Foodservice Digital Signage H3 eier are not the only competition anymore e Self Service Kiosks Walgreens CVS Subway McDonalds Starbucks are all e Mobile Applications competing for the convenience customer If you didn t have e QR Codes a vested interest in your stores would you choose to eat e Social Media it s not just about giving away free stuff there If not you need to go back to square one and focus it s a way to tell your brand s story and connect with on delivering quality food prepared well and delivered customers at an emotional level efficiently Top 10 Social C Store Chains Consider Your Brand 1 7 Eleven H Do your customers know who you are Do YOU 2 Sunoco know who you are Branding does not just mean putting 3 Wawa your logo on the store front it means carrying your 4 QuikTrip QT identity throughout all aspects of the store be clever and 5 Hess Corp creative to give customers something to rememb
16. ace change Stick to your goals and objectives but know that with the constant evolution of technology your strategy will have to change to keep up Issue 12 THE PERSPECTIVE 25 BY ROSEMARY WALDRIP MARKETING MANAGER THE PINNACLE CORPORATION Following his presentation at this year s Pinnacle Summit had a chance to sit down with Michael Lawshe President of the Fort Worth based retail design firm Paragon Solutions With 25 years of specialized and targeted industry experience Mr Lawshe has consulted a multitude of customers in the retail convenience and petroleum marketing industries His company is recognized as one of the leading design firms in the industry with over 150 projects completed annually throughout the U S Here s the design advice he gave 7 retail design don ts If customers flash back to 1986 when they walk in your store it may be time for an update You ve hopefully changed your wardrobe and hairstyle since the 80s why wouldn t you update your retail space If you aren t paying attention to the Millennials you are missing out on a HUGE customer segment They want what they want when they want it make sure you re meeting their needs H If you think technology can be addressed later you are going to miss the bus Technology is how you re going to get the Millennials on board with your brand H LR you aren t focusing on foodservice it s not too late Foodservice is not just a
17. ained numerous business benefits from Omega Among the most significant is the guarding of our customers data Ed Freels Director of Information Systems Honey Farms Inc MA to download your free pci omegasecure com 636 557 7777 Omega Guide and sign up for our educational emails AMERICAN TECHNOLOGY CORPORATION WHAT S NEW Al PINNACLE Welcome to these new Pinnacle Clients e Clay Oil Company e Gasxpress LLC e Hawkeye Oil e Western Oil Inc Pinnacle Employees Pinnacle welcomes these NEW employees to our team Client Services Richard Adams Data Center Manager Development Ariel Jordan QA I Test Technician Mark Sandman Developer Ben Stembridge Developer Administration Kelli Scroggins Contract Administrator Events e 2013 Annual Advisory Board AB Meetings All 4 Pinnacle Advisory Board Meetings POS Retail Marketing Retail Operations and Fuel will take place February 20 22 at the Sheraton Riverwalk Hotel in Tampa Florida Pinnacle client AB members will meet with Pinnacle product management to discuss current and impending issues that the convenience retail and petroleum marketing industries face and how Pinnacle solutions and services can help solve or at least minimize costly problems being faced by our clients e Pinnacle Summit 2013 Pinnacle s annual user conference will take place September 17 19 at the historic Hilton hotel in downtown Fort Wort
18. anding a person s natural temperament is an important step in developing or improving your relationship with them Adjustment Profile The Adjustment Profile on the MBS Profile Report is a graphical representation of adjustments you were making to accomplish a goal approximately 4 8 weeks ago It s a snapshot of adjustments that you were making sometime in the past and these adjustments may change from situation to situation Though our Self Profile remains constant we are able to adjust our temperament depending on a given situation If we re called upon to give a speech we make Extroverted adjustments If we need to balance our checkbook we make Structured adjustments If we have to hurry to get something done at the last minute we make Urgent adjustments Adjustment Examples D going up asserting yourself more D going down delegating control decisions E going up more talkative outgoing amp persuasive E going down less out going perhaps working alone P going up more patient hanging in there P going down more urgent having to hurry more S going up paying more attention to details making sure things were done right S going down more flexible more independent Role Profile The Role Profile on the MBS Profile Report is a graphical representation of how people see us as we are making adjustments to accomplish our goals As we make different adjustments people see us playing different roles Logic In the column to t
19. be another form of customer service a forum for customers to express their likes and dislikes d CUSTOMER ENGAGEMENT If you aren t using social media you are creating a language barrier with your audience Even if you aren t using social media your customers are It s either going to happen on your wall or theirs Wouldn t you rather be able to respond THE PINNACLE CORPORATION fuel the holiday blood supply at the K ME drive SS IFIVE F3 Flash Pasa Taneliha I F WT Get a 510 gas ES iFruit Ste CS you donate b Lat Be hee dt WALK ONS WELCOME Dol FR Akl HG APPT HECISSARYT E 3 Toii fo ari ata kk E3 Company Objective There are a few things to keep in mind when deciding how your company can become social MAKE TIME Will Marketing or IT manage it Do we need external resources and expertise Make time to evaluate your needs e DEVELOP A PLAN A great approach for Flash has been to include traditional marketing amp media digital and social into one cohesive message e SET REALISTIC GOALS Remember you are going to have to earn the trust of your social family and inspire them to connect with your company e MEASUREMENT Gathering data from multiple sources is time consuming Use a mgmt tool that pulls all your analytics into one spot The right tool will allow you to track mentions of your company your competitors key words bulk schedule events and po
20. blems Empathetic criticized Confident Self made Big Persuasive Blue Sky Cheerful Talkative Picture Tellers Analytical Authoritative High Es can be shy at first but once Outspoken Direct Accountable Problem they are comfortable they can be very Solvers they like to have projects handed talkative Enthusiastic Team oriented to them and then they want to be left Diplomatic Intuitive Optimistic alone to do it their way Adventurous How Do You Appeal to the High E How Do You Appeal to the High D Person Person e Participate be interactive and Be direct and to the point enthusiastic Explain WHAT Explain WHO Focus on the results and control Focus on people and teamwork Support their goals Let s We Talk about taking action Support their intentions Provide freedom and options Talk about people and opinions Act businesslike and factual Provide feedback D BELOW the Line Act friendly open and flexible Low key Non threatening Non E BELOW the Line intimidating Modest Appreciates Low key Non threatening Non support in decision making intimidating Modest Appreciates support in decision making 10 THE PERSPECTIVE Issue 12 THE PINNACLE CORPORATION Pace P P ABOVE the Line Steady Easy going Relaxed Cooperative Patient Good memory Timing They do not like to be rushed at the last minute When working with the Paced person we need to get agreem
21. ce Manage ment WFM solution is amazing In the 4 years of use we have only had to reset the system once costing benefit administration labor scheduling data collection and access control WFM eliminates paper timesheets the root of most payroll a by nightmares Employees enter data at an electronic data terminal using magnetic stripe proximity bar code or biometric technology Optional PC entry is avail J able along with timesheet submittals for exempt employees The WFM software collects these transactions and your pay rules are applied auto matically consistently and impartially Tt 2 very straight forward Our ability to configure security levels and employee groups allows for faster setup of employees The setup of parameters is Finding a system that is easy to use yet still flexible can be a daunting task WFM provides simple easy to understand and follow configurations that allow the system to be implemented the way your company needs to use it The configuration rules include the ability to automate tracking and calculation of time wages attendance and benefits and supports and applies an unlimited number of shifts pay categories pay rules departments jobs steps operations tasks and attendance codes and pay rules Scheduling employees is a simple task for store managers and reguires very little training since the user interface is easy for managers to understand 12 THE PERSPECTIVE Issue
22. ces between people s personality traits Corporation would like to thank our generous partner and how understanding each other s strengths can sponsors engaging speakers and our valued clients for help promote more meaningful relationships both helping to making this year s Summit such a memorable personally and professionally T really enjoyed the experience We look forward to seeing you next year revisit to the MBS presentation and re evaluating my 20 THE PERSPECTIVE Issue 12 THE PINNACLE CORPORATION AE OMENS a an aE aa 1 e S i P I NM r wo Lk A A d 1 L 5 i UHN i D A E EE AR EE AE Issue 12 THE PERSPECTIVE 21 THE PINNACLE CORPORATION SAVE THE DATE Pinnacle Summit 2013 RR Wi III T HL SN September 17 19 2013 Hilton Fort Worth Mark your calendars we have finalized the dates for our 2013 user conference We will be going back to the historic Hilton in downtown Fort Worth and are excited to introduce a slightly new format for the agenda next year In response to 2012 feedback there will be more focus on specialized track sessions networking opportunities and success stories from Pinnacle clients at the 2013 event e Summit will start Tuesday September 17 at 8 00am casual early arrival event the evening of September 16 e Summit will end by Thursday September 19 before 12 00pm e Summit agenda will include solution forums roundtables product road maps
23. d database During the upgrade we have provided an option to convert your existing local card records into the new format The latest version of Palm v10 SPI is required to support these features THE PINNACLE CORPORATION N N CN he d nl i a i Bigger and Beller Man yer F By Heather Smith Graphic Artist Marketing Coordinator The Pinnacle Corporation BR Ge Ha T Known as the City of Cowboys and Culture Fort Worth personalized report said Jenny Bullard CIO Flash played host to this year s Pinnacle Summit The annual Foods The presentation gave me more knowledge on Pinnacle user conference was held September 12 14 how to deal with different personality traits among the 2012 at the Hilton Fort Worth just minutes away from group that I work with the historic Stockyards Summit is the single most important event of the year for Pinnacle providing a The driving force behind Summit is that by the end of unique platform for our staff clients and key partners the conference clients leave with the knowledge and to interact at a level of efficiency unmatched by any contacts to use their Pinnacle software to its fullest other said Drew Mize Pinnacle s Chief Operating potential My ah ha moment was being able to Officer Our programming continues to strengthen network with people who were willing to share their and excitement surrounding Summit grows each
24. detailed report showing detail on the voided transactions Every store every register and every date was included in this single THE PINNACLE CORPORATION Store Register Aussctute Creat Samar Ticket Dane Event OPC Emi Mad freet POS Dese Ticket Ticket TIP Abrerie Keene Or Kerat Ame etal GE D ey i a LOD Lt Amy Serra p AT amp T Mi 77 LACH witaja Lumen i TE nm a B LVOD LU Sandy EMNE D VRON MOBLI EACH IL ECO U up L E a LOD bis bugs Teater spp ATET SEA Ke el ISI E KK ve i D LVOD PIHI Baus ra ATAT MESI EACH NEEM TANI U dian T MBILE i EACH Sei DIO 2 dog 1 and 2 Items are the same each day AAT 11 EACH SAN GD bo an ATAT MEEACH HENTI Aa LC matan AT amp T bo LAG he aoi adi i 439 005 ATAT GJI EACH ATAT iF L ow ATAT MES EACE cH Au mag Tuesday 4 34 Tuesday 5 1 Tuesday 5 8 AT HI LACH OC ESO i mia ATAT MEEACH RTER rg U De Retail SKU Ticket 201204 Ticket 201 705 SKU chet 204705 AT amp T Li LAGI hades Ir i VIE Month kor Month Hay i May TIREN ALACH SL ana hr een s I gg I TTT H ee ET E SES kend isi H Metrics Rank pro ATT TI EACH IFLR EEN L me mia ue Metrics ech bes ech ec VATS Agio LAGI elated TR D a Sales Sales In al 3 TEM 3011977 3 mom dal Sales Salgs LE IST BEE S33 Total Eri H peira 1 j i EN GEN rte 31110 i AT 51703 5 PC DARK EACH Eeoa TELL i LACH IRCH Oe Tam 45446 SWSHRCGARI EACH el EE E ATAT M5 EACH mena IHG UL are SH SWSHR CGARI EACH SZ LTRON b13 Rach Tr tt discal i
25. digital marketing trends tactics best practices etc The educational sessions included some of the biggest names in digital media notably 29 year old Alexis Ohanian DREW MIZE who co founded Reddit just months after graduating from college Ben Huh President Managing Editor CEO of Cheezburger as well as representatives from Twitter Google StumbleUpon and Chief Operating Officer many more As a marketer and a gen Y er I was in heaven All of these great minds in one place dmize pinncorp com Not surprisingly one of the hot topics at the event was social media or social for short design the dos the don ts what works what doesn t how to measure effectiveness etc But what o00 oooooooo c c c or c resonated with me more than anything about this topic of social was the way one of the HEATHER SMITH speakers defined it so simply Social is all about making connections The Perspective Designer Graphic Designer Marketing Coordinator DUH right But think about it all Facebook Twitter YouTube Pinterest etc are about is finding ways to connect with the people and world around us through sharing hsmith pinncorp com information i So why would a conference that focuses on DIGITAL communications host an actual event contributing writers rather than a webinar virtual event There is no better way to share ideas and connect ee ee eee with others than by literally sharing co
26. eased our Audit team Ongoing training for store team members to understand item level inventory SUPPORT FROM UPPER LEVEL MANAGEMENT Road Map 1 Price Book 2 Scanning 3 Item level receiving 4 Item level counts 5 Perpetual inventory 6 Item level adjustments 7 Cost accounting Step 1 Price Book We currently have two people who are responsible for setting up all new items maintaining costs etc to ensure that we are able to account for all items that come into our stores and that we are tracking these items at the correct cost We use Pinnacle s Price Book solution Have a dedicated in house Price Book staff All items in store are set up to be inventoried Maintain accurate costs for all items in store New items set up before they are allowed in the store Step 2 Scanning Accurate scanning is one of the key components of achieving an accurate item level inventory We retrained our stores to scan out MAKING THE JOURNEY 16 THE PERSPECTIVE Issue 12 THE PINNACLE CORPORATION bk We have reduced the number of invoices not keyed at store level because the managers now understand how this affects their inventory 5 allitems without grouping anything together We disabled open departments so that everything in the store would have to be scanned e Scanning at all locations e Disabled open department keys on the registers e Increased scan accuracy Step 3 Item Level Receiving To achieve item level inv
27. ent as to when Long fuse They tend to hold things in to preserve harmony but when they do blow you had better watch out Probably doesn t happen very often Persistent Reliable Harmonious Dependable Friendly Good listener How Do You Appeal to the High P Person e Be calm and under control e Discuss WHEN e Focus on timing and harmony e Support their schedule e Talk about cooperation e Agree as to when e Act patient and unhurried P BELOW the Line Urgent Dislikes routine Seeks variety Hurried at times Structure S Meticulous Careful Accurate Precise Thorough They like to have all the facts before making decisions They appreciate knowing the rules and expectations from the beginning Itemizes Loyal They are very loyal to what they believe to be right They will resist change unless the reasons behind the change are explained and seen as valid Detail oriented Conscientious Organized Quality oriented Systems oriented How Do You Appeal to the High S Person Be detailed with facts in writing e Explain WHY e Focus on doing the right thing e Support their methods e Talk about documented facts e Allow for questions time to check facts e Act organized and specific S BELOW the Line Low key Non threatening Non intimidating Modest Appreciates support in decision making THINK TANK 2013 Loews Hotel Philadelphia February 26 and 27 h
28. entory you must enter every item that you receive by line item We receive several invoices electronically either from the vendor or through the open invoice generated within Pinnacle s Computer Assisted Ordering CAO application We have reduced the number of invoices not keyed at store level because the managers now understand how this affects their inventory e All invoices entered in by line item e Receiving invoices electronically e Fewer invoices not keyed at store level e Invoices keyed in more timely Step 4 Perpetual Inventory Perpetual inventory is maintained at the store level It is updated daily with sales and purchases during the end of day process Additionally we created a SQL database at corporate office that is updated daily with the INV ITEM file from each store This is used for various reports at the corporate level We are moving toward utilizing the features of EPM150 that imports the INV_ITEM file into Pinnacle s EPM business intelligence solution This will provide us with additional reporting features such as inventory turns potential out of stocks and possibly the ability to generate orders at the corporate office instead of at the store level e Created perpetual inventory file NV ITEM at store level e Created INV ITEM database at corporate office e Inventory updated daily during the end of day process Step 5 Item Level Inventory Counts We increased our audit team at the start of item level
29. ents do grocery wholesale hotels restaurants property management and real estate there are solutions that support those businesses as well With literally thousands of local business partners to support it Microsoft Dynamics offers support literally in your backyard It s really not a contest Microsoft Dynamics is a vastly superior product to anything that could be created for a market the size of the convenience store petroleum market Far better for Pinnacle to collaborate with Microsoft on core accounting which allows us to focus our development efforts on the unique challenges within our chosen market and thereby better serve you If you have not looked at the benefits of Dynamics implore you to spend a few minutes exploring our web site Select Financials from the Our Solutions menu on our home page to get started During this holiday season want to extend the very best wishes of the entire Pinnacle family to you and your family And of course all the best in the new year Robert S Johnson Best President The Pinnacle Corporation Issue 12 THE PERSPECTIVE 1 FROM OUR PERSPECTIVE editorial LETTER FROM THE EDITOR ROSEMARY WALDRIP A few weeks ago I had the opportunity to attend the first ever Dallas Digital Summit Editor in Chief Marketing Manager rwaldrip pinncorp com This two day conference brought together marketers across many industries to talk about the latest in
30. er the hierarchy structure and always start with the global and store level profiles e Determine what boards and buttons are needed and what stores get specific boards e Create board sets this can be done by region or for a specific type of register such as deli Getting the configurations from the Home Office to each store is just a matter of a few clicks in the generation menu ADVANTAGES OF USING POS MANAGER e Changes can be done in a matter of a few clicks e Boards can be created or modified in a fraction of the time it would take with Palm POS alone Great for holiday and promotional boards Boards can be sent to the field with no intervention from IT or POS support e Easy to replace a register setup time is minimal with pre configured board sets Mike Kemp Scott Ragan Memorial Award 2011 Recipient Mike Kemp was selected by The Pinnacle Corporation s Client Services group as the recipient of this award for his gualities of leadership attitude professionalism and as Scott Ragan was fond of saying doing whatever it takes As these gualities were so amply demonstrated by Scott in whose memory this award is given we honor Mike Kemp for his service About Mike Products You Work With Born here in Arlington TX in 1977 Married my wife Palm POS Credit NIM s Journal Manager Loyalty Michelle Kemp Mattingly in October 2010 Suite POS Manager and Andale Started in the C store industr
31. er you 6 BP ampm by Translate your identity across your product offering 7 Chevron customer service etc If your brand can morph into 8 Sheetz something Millennials and women want you have a 9 Cumberland Farms Gulf chance 10 Casey s General Stores THE PINNACLE CORPORATION Issue 12 THEPERSPECTIVE 27 innacle s Dispatcher Workstation DWS isa powerful fuel monitoring application Continuously reading automated tank gauges DWS combines near real time information with an informative alert dashboard to help improve decisions even for the most demanding fuel operations Every 15 minutes DWS establishes connection with the configured automated tank gauges and stores values such as fuel volume water volume safe ullage and temperature After each tank reading cycle the application performs hundreds of calculations One of the most informative calculations is estimating when each tank will run out of fuel also known as product run out or PRO Using historical data in conjunction with the most recent tank readings DWS estimates future depletion rates When combined with the current tank volume DWS is able to provide a product run out estimate It s worthy to note that the product run out estimates are most accurate with at least two weeks of historical data collected And to insure the highest level of accuracy product run out is recalculated every hour In addition to calculating product run out DWS also
32. ered in Waycross Georgia Flash Foods operates over 170 convenience stores in Georgia and Florida We have been a Pinnacle client since 1996 so when we decided to make the journey to cost accounting we looked to Pinnacle for partnership along the way Starting the Journey Working closely with Pinnacle to develop the Oasis Inventory application we did our initial tests with the cigarette category Moving from retail accounting to cost accounting was a big change and required much thought and commitment to make it work We held weekly team meetings with our retail operations marketing IT and training departments to ensure that everyone had a full understanding of the processes we wanted to be sure we were able to implement this successfully We had tremendous support from our owners and other members of upper level management that pushed us to work through any stumbling blocks that we encountered along the way They had the attitude that Flash Foods WILL do this and WILL be successful With this support and direction we were able to successfully implement item level inventory and cost accounting We continue to provide ongoing training for our store team members so that we continue to be successful with our commitment to item level inventory and cost accounting Keys to Our Success e Worked with Pinnacle to develop the Inventory application e Tested with the cigarette category first Cross functional team meetings Incr
33. ers how many columns and rows were on the board and what spaces on the board were available for use POS Manager provides visualization of the configured boards Need to add a new or edit an existing button Simply select the desired location and enter the information for that button POS Manager also provides a color palette simplifying the color configuration process Utilizing a hierarchy structure POS Manager provides the ability to create profiles which can be associated with any store or register This drastically reduces the amount of configuration needed for all POS systems The profile possibilities 32 THE PERSPECTIVE Issue 12 are endless you can create a global profile store specific profile register specific profile hardware specific profile etc A lot of consideration is needed when preparing for the initial configuration setup utilizing POS Manager BEST PRACTICE TIPS e Compile a list of configuration files from all locations e Determine universal configurations for all locations this can be easily achieved using a tool with sorting capabilities such as Microsoft Excel e Using the compiled list determine what profiles are needed Global Store Register Specific such as DPT Deli etc Hardware Specific Once it has been determined what configurations and profiles are needed it is time to put it all together Associate profiles store by store or register by register rememb
34. evaluates when fuel volume is increasing and when atank reading is stale To help organize all of this valuable information a user configurable rules engine powers an alert dashboard Almost any type of rule can be created and rules can be based off virtually any combination of the collected data values and calculations The rules engine runs in the background of the application and is continuously analyzing the latest data and assessing each rule When a rule condition is found to be true an alert will appear on the dashboard To help organize the alert dashboard each rule has a user defined weight or precedence that controls the order it appears on the alert dashboard And each rule can control the resulting alerts color and message 28 THE PERSPECTIVE Issue 12 Here are some common examples of DWS rules Rule Location is store 29 and product is unl and pro is less than 10 Rule Zone is northwest and product is dsl and pro is between 5 and 10 Rule Location is store 10 and product is unl and reading fuelVolume is less than 2000 Rule location is store 5 or store 6 and gph is greater than 300 Rule Zone is southeast and deliverylnProgress is true C lt field gt is value lt field gt is less than value lt field gt is greater than value lt field gt is between value and value lt field gt is not value field is not less than value lt field gt is not greater tha
35. good idea anymore its a necessity Your customers expect more snack options than candy bars and chips If you aren t branding yourself you are behind the curve Look at McDonalds they revamp their look every few years to stay current 26 THE PERSPECTIVE Issue 12 HO your end caps haven t changed in the last 6 months then you are not merchandising for impulse buys Change it up and see what happens tf If you are letting vendors control your floor space and product offering you are only building THEIR brands not YOURS The bottom line is if you aren t giving customers what they want they are going to go elsewhere to meet their wants and needs But never fear there ARE some great ways to combat retail design DON Ts and increase your bottom line while you re at it top retail design trends Reduce Energy Costs ch LED is not the only solution fluorescent HID and LED all have a place Consider the potential savings of daylighting Energy Star and Rebates www dsireusa org Boost Sales With Drive Thru ZZ is the most important thing you can do when looking at building new stores For guick serve restaurants 65 80 of their sales are through the drive thru C stores share customers with fast food restaurants why not share in the sales from drive thrus One convenience retailer has seen 40 of their sales coming from drive thru since implementing the concept That same retailer picked up a few closed
36. h Texas We are excited to introduce a slightly new format for the agenda next year in response to 2012 feedback there will be more focus on specialized track sessions networking opportunities and success stories from Pinnacle clients at the 2013 event Congratulations to Pinnacle client Nick Lynch Lynch Oil who completed our 2012 feedback 4 THE PERSPECTIVE Issue 12 survey and won the drawing for a FREE Pinnacle Summit 2013 registration Training amp Documentation In the last 3 months September November 2012 we have taught 16 classes and trained 45 clients on Pinnacle products Loyalty Solutions e Loyalty Sign Up Service a new store based consumer registration application that captures scanned driver s license data and integrates with the Pinnacle Loyalty solutions is in BETA Loyalink 3 1 is now in general release Loyalink 3 1 delivers updates across the solution including the NIM Loyalink in conjunction with Palm v10 0 1 24 supports Prepay Cents Off Per Gallon Rollback at the Pump and the reversal of loyalty earnings and benefits with voided transactions Loyalink also delivers expanded receipt publication options and support of multiple qualifying conditions A new consumer account administration option includes the ability to edit points or de authorize a card as well as expanded search options Current loyalty clients will also experience performance enhancements related to database maintenance executed dur
37. he right of the Self Profile graph is the Logic indicator At the point of making a decision a person either leans mostly on the facts of the situation L above the line on the Self Profile graph or they rely more on how they feel about the situation their intuition L below the line on the Self Profile graph C Level In the column to the right of the Adjustment Profile graph is the C Level C can stand for Comfortable Concerned or Self Critical depending on where on the Adjustment Profile graph the C is located If the C falls within the Comfort Zone the gray shaded area we say that when the person was making the adjustments shown in the Adjustment Profile they were comfortable that they were going to achieve their goals The level of concern that a person has is directly related to the Adjustment Profile As the C moves DOWN the column outside the Comfort Zone we say that 4 8 weeks ago when the person was making these specific adjustments they were concerned whether or not they would accomplish their goals The further down the column the C is the more concern there was On the other hand as the C moves UP the column outside the Comfort Zone we say that when the person was making these adjustments they were being hard on themselves or self critical The further up the column the C is the more self critical they were Energy Level In the column to the right of the Role Profile graph is the Energy Level An average energy is 2
38. hysical local account card the cashier can search for and select their account by either phone number or name and then tender the transaction To make these enhancements even more manageable we have added third party back office interface capabilities to enable control of your local accounts or if you prefer to manually manage your accounts at the store level as you have in the past you can utilize our new user friendly Account Stat Maintenance Application 18 THE PERSPECTIVE Issue 12 In the latest release of Account Stat we introduced three new features that will enhance your local proprietary card program 1 Balance Inquiry lets the cashier check the account balance 2 Pay on Account allows cardholders to submit a payment on their account 3 Memo Field provides a customizable prompt that you can use in a variety of ways The first two Balance Inguiry and Pay on Account are designed to be used with a third party such as a Back Office who has adapted their interface to utilize these fields balance Ingu Balance Inguiry provides a cashier interface for checking the last known balance outstanding on the account When the cashier uses the balance inguiry special function there is an option to look up the account using the Account Look up feature The cashier can also just swipe the card if it is available In either THE PINNACLE CORPORATION case Account Stat will report back to Palm the value in the balance field as a d
39. ing the upgrade and a new data purge utility to support continued database management POS Payments Solutions e Payments COMING SOON our newest unbranded Heartland Payment option NIM is in Heartland QA should be production ready by Q2 2013 e Palm POS v12 Palm v12 is in a final BETA stage and incorporates many new customer requested features Retail Back Office Solutions Auditor amp MWS v4 1 includes the following feature enhancements e The end of day process that rolls inventory values forward will now roll values to the current manager s paperwork day In previous versions as auditors made changes that impacted fuel and merchandise inventory balances those changes would only be applied to the next day s beginning balances With store managers typically working ahead by THE PINNACLE CORPORATION up to a week or more on daily paperwork their paperwork did not reflect these changes to the inventory values With this enhancement as the auditor makes changes all inventory balances will be updated to reflect those changes e The exception management system was enhanced relative to how exceptions are displayed on the screen Exceptions along with their statuses and other pertinent information about the status including the reason it was approved will be easily viewed from one screen by both the store manager and the auditor e Added an Item UPC field to the Invoice Entry screen This will all
40. isplay message to the cashier IMMON The Balance Inguiry feature is designed to be supported by Fuel Management Technology and Solutions a third party that is interfaced to Account Stat as such the balance field is not manipulated by Account Stat and cannot WWW SIMMOons CO rp COmMm be changed from the Account Stat Maintenance program The balance field is only populated by an interfaced third party such as a Back Office or an Accounts Receivable application responsible for invoicing Delivering global Pay on Account The Pay on Account feature lets a local account holder apply Eh fuel management sol utions a payment to their account directly through Palm This feature uses Palm s Paid In functionality and is triggered by a specific subcode The cashier enters the amount to be paid initiates a Paid In transaction and then either swipes the local card or looks it up using the Account Look up feature When a local card with a matching subcode is swiped the amount and the account number is included in an XML file that is available for interfaced third parties such as a Back Office or Accounts Receivable application responsible for invoicing Sa e ClearView continuous A fuel system monitoring Compliance management amp Meter verification A Memo The Memo feature is a configurable cashier prompt that is useful to collect information from the customer that may be important to you The prompt response ca
41. m Eat gj Is Admin Screen i kz NE EEE Gs 8 Tana IMFi i i BERIE ee F a H mow id T Schedule THE PINNACLE CORPORATION HELPING CONVENIENCE STORE RETAILERS hardware S1002L94NNO9 installation UTC RETAIL has been providing retailers with leading edge POS hardware and hardware services for more than 20 years www utcretail com 800 349 0546 Big Data Goes Mobile EPM AND THE IPAD By Jeff Barcome Assistant Vice President of MIS General Equities Inc OW THE NEED FOR BI CAME ABOUT e We have been scanning for many years since the Par Norand days e We compiled report after report after report e Grid paper reports left too much for the user to analyze HOW THE IPAD BECAME OUR CHOSEN PLATFORM We needed a rugged reliable mobile solution smaller than a notebook We needed a great email client document sharing and the ability to add apps We needed a secure SSL VPN connection to headquarters We needed a device we could manage remotely We needed a great BI tool WHY PINNACLE S EPM WAS THE CHOSEN SOLUTION Pinnacle created the transfer of data from the VeriFone Sapphire system Pinnacle created the data transport tool from the back office computer to HQ Pinnacle created the interface to Price Book for product identification We needed a great BI tool that would allow interaction with data 1
42. marketing groups and the opportunities and ideas are evolving very quickly Jeannie Amerson with Flash Foods Inc manages one of the longest running and successful loyalty programs in the convenience industry Jeannie s counsel comes from several years of experience and constantly reviewing their program to identify the successes and failures and shares some great words of wisdom on the subject of using social media for business Managing your social media options can be an overwhelming and time consuming task Creating a Facebook and Twitter account is the easy part determining who and how to manage them is a little more difficult It is important to take into account the following points when considering your social media strategy 24 THE PERSPECTIVE Issue 12 1 COMPANY OBJECTIVE Creating a strategy that integrates into your company s business model Ownership from the highest level and support from Marketing IT Human Resources Training etc 2 MARKETING A TECHNOLOGY They have officially merged Marketing has become a whirlwind of technological innovation It s often exciting inspiring and frequently dizzying because of the constant high pace of change 3 BRAND AWARENESS Build your brand by getting more social It has allowed us to have one on one communication with our customer outside the store environment In an environment they are comfortable with and at a convenient time to them Social media can
43. n value lt field gt is not between value and value THE PINNACLE CORPORATION Get connected Stay connected Accelerate your efficiency with Pinnacle mobile solutions Now that s software made convenient 65 000 em Estimated number of invoices eliminated per year by Drive off reduction by O implementing Pinnacle s scan SEH 1 based trading and business enen E O intelligence solutions AJ na Days Todd Roberge WilcoHess loyalty suite Reduction in average time Jenny Bullard Flash Foods to turn fuel inventory by Average time saved to implementing Pinnacle s close monthly financials by Smart Buy implementing Pinnacle s Bob Carpentier automated BOL solution Beacon amp Bridge Market Debbie Butler Fuel South Inc POINT OF SALE Tank Inonmmaticn RET AIL C ST ORE LOVALTY FOODSERVICE tif CRAN Leet Le pre knpa Fl Using EPM Reports to Run Your Business By Howard Hyche Director of Information Technology Double Quick Inc and Gresham Petroleum 30 THE PERSPECTIVE Issue 12 Adopting business intelligence BI is challenging for organizations Scheduled reporting with exception based notices is a standard but it is important to realize that access to information gives rise to a demand for more information You want to be able to deliver answers to the most recent inguiry or musing It could be the research that changes the way you do business It could
44. n be printed on the receipt and is also made available in files that are available for export to a Back Office Some common uses for the Memo prompt are a job number driver name or special instructions that you may want to capture either on the receipt or at the Back Office to support your local card invoicing processes Assets and contracts 6 management Gauging equipment amp and service Success Story Several Cenex co op retailers have implemented Account Stat and are using these new features to support their popular local card program They have many loyal customers who do not always carry their card so the cashier can look up their account when they want to use it If the customer wants to also make a payment on their account the cashier can accept the payment using the Pay on Account feature They can also use Balance Inquiry to look up the balance for the customer if asked in case they want to pay the full amount or just know the current outstanding balance Several co ops are also using the Memo prompt to prompt for the alpha numeric job number so the fleet can track fuel purchases to specific jobs A number of Back Office partners have adapted their Palm interface to push the balance field and to receive the pay on account and memo values This helps automate their local card management Simmons Clearly Tracking Every Drop 1 800 848 8378 Upgrade and Requirements Account Stat 3 2 is a new install an
45. nts new product features HAPPENINGS Photos of recent events MANAGEMENT BY STRENGTHS How do you communicate RITE WAY OIL S PERSPECTIVE Top 7 reasons Workforce Management WFM works for us BIG DATA GOES MOBILE EPM and the iPad MAKING THE JOURNEY TO COST ACCOUNTING EXPAND YOUR HORIZONS IN LOCAL CARD MANAGEMENT PINNACLE SUMMIT 2012 Bigger and better than ever ASK THE EXPERT Troubleshooting Palm POS Pharoh amp Journal Manager INSIGHTS FROM FLASH FOODS Using social media to improve your business RETAIL DESIGN TRENDS YOU MAKE THE RULES Real time fuel inventory alerts USING EPM REPORTS TO RUN YOUR BUSINESS EASY AS PIE POS configuration made simple PINNACLE EMPLOYEE SPOTLIGHT Mike Kemp Scott Ragan Memorial Award 2011 Recipient Centralizea ae Management and Lea be a Rat il Vata 5ecuri Ai for Retail on premise solution or managed services Manage your stores home office systems network amp security trom a single console Cut your costs significantly Perform Internal Vulnerability Scanning Get centralized logging Have PCI compliant remote control Get Patching Anti Virus and Anti Malware Maintain strong network security Gain control over your entire environment Automate hundreds of routine IT tasks Address data security to meet PCI amp OSA reguirements Use File Integrity Monitoring for Palm POS and Oasis Get Wireless Intrusion Prevention with secure Wi Fi We have g
46. nversations and engaging in real time 2 way face Jeff Barcome John Dilsaver Jane Sinn to face communication While the technological capabilities of social media have broadened Gabriel Melissa Fox Hadley Howard Hyche our reach substantially there is undeniable value in sharing ideas in a real life setting Bob Johnson Daniel Ledbetter Denise Lewis Rick Morgan Heather Smith Jennifer You are probably wondering where I m going with this Well we recently wrapped up Trafelet Rosemary Waldrip Amy Wood our 2012 user conference Pinnacle Summit 2012 September 12 14 Even with all of the emailing Facebooking Tweeting and phone calls we engage in daily we always look forward to the annual user conference where we can actually spend time with our clients partners and fellow employees This issue of The Perspective features content from the highest rated sessions at this year s Summit These are the ideas that resonated MOST when shared with attendees at the conference And while it won t be the same as actually seeing and hearing the content presented in person I hope you ll find some good ideas that resonate with YOU contact pinnacle Contact The Pinnacle Corporation Phone 817 795 5555 PAR sma 817 795 0005 SaleS insan sales info pinncorp com Advertising rwaldrip pinncorp com Rosemary Waldrip Editor in Chief 2 THEPERSPECTIVE Issue 12 THE PINNACLE CORPORATION WHAT S NEW AT PINNACLE New clie
47. o make This includes items that are L amp D out of date etc We do not allow the manager to have access to this feature All adjustments are sent up to the office and are booked to the store s inventory This eliminates the ability to pad inventory Any adjustments that are made will be added to the next inventory count Item level adjustments done weekly by Merchandising team e Adjust inventory instantly e Adjustments sent into office and are booked to pending inventories Eliminates ability to pad inventory Ongoing Support To ensure continued success our Flash Foods Support Team provides ongoing support with a dedicated Price Book team and 24 hour helpdesk team e Price Book team e 24 Hour Helpdesk team Issue 12 THE PERSPECTIVE 17 EXPAND YOUR HORIZONS IN By Denise Lewis Retail Solutions Manager The Pinnacle Corporation Earlier this year we introduced you to some cool new features that were added to Account Stat including product restrictions and account look up Now we are introducing even more valuable new features to make your local card programs more successful Last spring we released Account Stat v3 2 that expanded the product restriction capability to include all product codes both fuel and merchandise which allowed ultimate flexibility in controlling what products a cardholder is authorized to purchase It also included account look up functionality so when a cardholder does not have their p
48. of individual The MBS Profile Report See Figure A gives a general de strengths and is accompanied by training to understand com scription of an individual s temperament or the fundamental munication styles what motivates us and how we react to strengths of their personality The report is divided into sev our work and social environment MBS helps us to say to each eral sections providing the following insights See Figure B other This is the best way to work with me and I understand the best way to work with you Figure A MBS Workshop Since Pinnacle has been a long time client of MBS Inc was happy they invited me to hold a workshop at their annual cli ent user conference Pinnacle Summit in September 2012 In the weeks leading up to the conference all attendees had the opportunity to take the MBS Survey online www strengths com and receive a personalized MBS Profile Report The MBS workshop helped to explain the results of the surveys and how each attendee could use them to improve their day to day communications with co workers family members and countless other relationships The MBS Profile Report MBS Survey mo Adjustment The MBS Survey is a quick and non threatening tool used to 8 THE PERSPECTIVE Issue 12 THE PINNACLE CORPORATION Figure B Self Profile The Self Profile on the MBS Profile Report is a graphical summary of a person s basic communication style their temperament Underst
49. oose to implement DGP 2013 Until we complete our evaluation Pinnacle s software solutions are NOT certified and are NOT supported for use with DGP 2013 If you choose to implement DGP 2013 please know that you do so at your own risk The integration between DGP 2013 and the following Pinnacle solutions may be impacted e Auditor MWS current and legacy e Fuel Smart e Workforce Management WFM THE PINNACLE CORPORATION Fuel Pricing Easier Faster Smarter kssfuels com info kssfuels com KSSFuels we promise Advanta ge Cash Drawer Lock it a fully integrated secure cash drop compartment Effective and Affordable Solution for Cash Shrinkage Security and Risk Reduction Return on Investment MMF Robust amp Reliable Construction www mmfpos com 817 795 5555 Option 3 P J LF P F i Be j 1 il r if J I J F d g d i jj 3 A j f i P F i L i 1 F p Fila d d r Ta UN i 1 i d P T i W 4 Li DS ome of the fun Pinnacle s been having lately 1 Drew Flansburg Lester Norton Mike Kemp and Matt Milam at the Rangers S Ballpark during Summit 2 Jane Sinn Gabriel Greg Smith Lassus Brothers Jennifer Trafelet and Steve Clark posing on the photo bull at Billy Bob s during this year s Summit 3 Rick Davis Jack Finney and David Bullard speaking with clients at the Pinnacle booth during the NACS Show 4 Bob Johnson vol
50. out what you are seeing then what good are those tools WFM provides simple screens reports and views to look at exceptions and make decisions about those variances THE PINNACLE CORPORATION The reporting module has numerous reporting op 6 tions including exception reporting A benefit of automating time sheets is the ability to gather virtu ally unlimited time and labor management reports to aid in an increase of employee productivity All of the time data collected in the WFM system can be accessed and reported on in any format desired by the user You will receive accurate and timely informa tion on a daily basis with this data collection solution maximizing employee productivity WFM s reporting capability is designed to provide operations management with the tools to improve em ployees time utilization The interface between the Accounting Payroll tt module and Weekly Time Records has been 100 accurate At Rite Way we use the WFM bi directional Integration to syn chronize employee and payroll data between Sage MAS90 and WFM We are able to integrate employee information including name employee ID birth date address and status All timecard calculations are generated in WFM and integrated into MAS90 with a click of the mouse this transfers hours worked at pay codes benefit calculations and labor level distributions Tr aa er ea ia ke a Mei Bai de 5 52 E gesi IN Te jire ei eg pi f rm
51. ovide automation solutions to this market Given that complexity and opportunity it represents to make a real impact on client profits we did not want to spend any time or precious development dollars working on non industry specific products We chose to focus on expanding our products in ways that can uniquely add value to convenience store retailing and petroleum marketing And how could any company hope to compete with the Titans of the software world on basic core accounting Companies like SAP Oracle and Microsoft If you add up the entire R amp D spent by all the convenience petroleum technology suppliers together it still would not equal one month of any of the Titans core accounting system development investments This is especially true with Microsoft our chosen partner The Microsoft Dynamics GP integration with Microsoft Office Suite is a great example A very feature rich accounting solution used by hundreds of thousands of companies worldwide across all lines of business and spanning small operations to billion dollar companies Great integration with Excel and Word documents make it easy and intuitive for accounting staff to perform a task they do routinely Similar integration with SharePoint and Outlook extend the value of both solutions THE PINNACLE CORPORATION Like Pinnacle other Microsoft partners have invested in industry specific solutions for other markets If you operate businesses in other areas as many of our cli
52. ow electronic invoices to show both the UPC and Vendor Item Number on the same invoice Previously we only had the Item Number field e The electronic invoice list screen will now show the Price Book PB cost and retail values along with a variance between what came in on the electronic invoice and what is valid in PB This will help the store manager and the home office staff to review PB discrepancies before the invoice is actually imported into the store s paperwork The activity tracking area is now being provided to the store manager so they can easily see who has made changes to the daily paperwork and when For example when an invoice is corrected or a deposit is modified a record will be noted in the Activity Tracking Screen indicating who made the change and when Microsoft Dynamics GP 2013 DGP 2013 You may have heard or been reading about the upcoming release of Microsoft s latest Dynamics GP product version DGP 2013 While there are some new and exciting features and enhancements along with some under the hood technical improvements in this version that you will no doubt want to take advantage of please be aware that Pinnacle has not yet completed its evaluation of the integration between Pinnacle s solutions and DGP 2013 From initial research and evaluation efforts it appears there will be little to no impact to our integration features and tools However we strongly urge you to use caution if you ch
53. r troubleshooting with the log drw prn or mrd files You may also want to review your INI files for errors incorrect opos names or incorrect port numbers among other things For issues with credit such as batching problems credit down errors processing certain card types or strange denial messages you will want to start your THE PINNACLE CORPORATION troubleshooting in the log crd cdt or dpt journal or shift manager you would begin log in Palm and also the log file located in the Pharoh YourNIMsName folder For issues in Palm software such as blank or black fuel displays stuck transactions errors when loading Palm or buttons that don t work properly you would start your search using the log the r232protocol log or the gas controller log and you may also need to review the INI files for incorrect settings For Journal Manager issues such as data not flowing problems with day close missing data or shifts or if you are unable to start your search in the log file located in the oaswin JM_ logs folder but you may also need to research in the j error file located in the oaswin folder or the jcclient log in Palm When you are checking setup files such as the POS files or the INI files within Palm and Pharoh your best resource for what settings are available and or necessary for your particular setup is the Palm User Manual located on Pinncorp com The User Manual will always have the mos
54. re Solutions LLC Clearwater FL 33756 727 441 2131 GULFCOAST www gulfcoastsoftware com
55. sts and share content from one media to another e KNOW YOUR BRAND Who are you What are you What do you have to offer and why should your customers care RISKS PLAN Respond quickly accurately and with a personal touch AUDIENCE Where do your customers hang out What are they talking about How can you have a relevant conversation with them e PLAN B Be prepared The next big thing is always changing and so will your strategy In 2011 and 2012 we focused heavily on building Facebook Fans and now Twitter is the hot thing we now have 13 000 Facebook fans and 16 000 Twitter followers At Flash Foods we typically get 10 or more solicitations every week from apps providers agencies digital media companies etc This just further reiterates how the marketing and technology departments are becoming more and more interwoven A good relationship between the two teams is a must THE PINNACLE CORPORATION Fruit Str ripe Hillis F msn LEE Em vm H SET Tki F j ms Se cee Tap Irends in 2012 This year saw growth in mobile and OR codes as well as digital media With growing rise of social media marketers are increasingly looking at how sales are affected Everything from print digital media social media web design customer service call centers and the actual physical store environment ultimately determine sales growth and new media like smart phones and tablets continue to change
56. t up to date information for currently released versions of Palm Quick Fixes Issue Data missing from shift manager on day close because data not pushing from journal cache file on register Quick Fix Run jcdiag to test repair cache file Issue Data missing from shift manager on day close because data being discarded by JC Senior Quick Fix check transID on register against TransID table if incorrect update transID on register and recreate repush data using Palm Simulator Issue Cash drawer icon in taskbar shows open when closed and closed when opened Quick Fix In the Pos ini ReceiptPrinter section switch the codes in the DrawerOpen DrawerClose settings Issue Unable to write request file error Quick Fix Check Pharoh folder for read only setting check permissions on shares to make sure all users have the rights to write to the folder Issue 12 THE PERSPECTIVE 23 Insiphi3 from Hash Foods Inc Using Social Media to Improve Your Business By Jeannie Amerson Advertising amp Loyalty Manager Flash Foods hose of you who keep up with The Perspective and attend the Pinnacle Summit user conference have seen and heard what your compatriots are doing by way of marketing their loyalty programs A major area of focus the last two years has been the activity of reaching out to customers via electronic and mobile means Marketing via social media outlets has exploded This is a relatively new outlet for
57. the marketing landscape According the eMarketer tablets will be used by over 2996 of Internet user by the end of 2012 on track to exceed the web traffic of smart phone users by early 2013 BRAND AWARENESS Defining our company and its offerings consistently across all channels has been crucial to building our brand Ensuring that customers are experiencing the same brand identity no matter how then engage with us is important for building trust loyalty and brand ambassadors CUSTOMER ENGAGEMENT while you want to encourage interaction from your customers be wary of posting price points and promotions constantly Engage with customers in a relevant positive manner to get long term interaction from them Saud Shoughts Keep your content smart and simple e Humanize your brand give your customers content they can connect with e Know your customers their goals and objectives They are already overloaded with information coming at them from all directions get to know what is truly important to them e Align social media to your business Don t choose platforms that are popular if they are not relevant to your business For example Pinterest and LinkedIn are not necessarily the most effective platforms for the convenience industry e Create your own path a OR code or generic email blasts will not work for all businesses Don t lose sight of the people and communities that can be built around your business e Embr
58. unteering as a NACS Ambassador and Roger Tripp CHS at the NACS Show 5 Heather Smith Matt Milam Rosemary Waldrip and Peter Sim during the Pinnacle office Thanksgiving potluck 6 THE PERSPECTIVE Issue 12 THE PINNACLE CORPORATION V JALALO GIC PHON 4400 2D SKORPIO X3 4 MOBILE COMPUTER 5 amp tren IMAGERS Il ph ones and mobile devices e Parallel computer architecture combines an 4 LN AA DC A 0 ga eM kas XScale PXA 310 with a Cortex M3 processor Motto Motion Sensing Technology Gaco between handheld e Laser scanner or wide aspect 2D imager with ation modes a patented Green Spot for good read feedback Bluetoo he Wireless Technology and Large high visibility 3 2 inch QGVA color display available p ng A el RR e Jr EE JE Makan K Sim KKK SI JM ELR HR Management By Strengths How do You Communicate Ym By Michael Postlewait President MBS Inc anagement By Strengths MBS is a program reflect a person s basic communication style The survey takes designed to help companies increase pro approximately 10 minutes to complete and there are no ductivity improve customer satisfaction and right or wrong answers boost employee morale through an improved understanding of how to work more effec MBS Profile Report tively together MBS starts with a self assessment
59. y as a POS Dis penser Technician in 1996 I did that for 11 years before joining Pinnacle When did you join TPC January 2007 What do you do fr Fa Senior Analyst primarily Eu 1 if aa U6 eta responsible for providing support J j What do YOu like to do services to other CS team mem IE when you re not at bers and to clients both internal Pinnacle Se Seele eege ee Si enjoy watching Baseball Hockey Ge ele de and Football I repair and build com roject planning etc that heavily contribute 6 Bice Scion and con puters for friends and family Favorite Aspect of Your Job GG he other Pals easter There is always some thing new to leara ch zeeeeeeeeeeeeeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeee THE PINNACLE CORPORATION Issue 12 THE PERSPECTIVE 33 aa a Powerful Deterrer gf Proven ROIR A Ze EYCDD HON CIS Coupon Pao rda Mon Scanndd Relund i CORE OSC FRASE 1 T COKE OLSCRAGE1 1 Sul Tata CH Te DO Total TiS MO TICKET TRA CORE AGAN REGE OI HI Jasa DAB THANE Pa aa TE Serge cz s z D Bala Replay Dal a ee ER i bi SPEER bag 1 Finding Bad Apple Has Never Been Easier Gulfcoast Softwa

Issue 12: Dec 2012 Rite Way Oil`s Perspective

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