Practical guides, checklists and worksheets to help you plan your next move.
Choose the site and business day before reviewing fuel, merchandise and other back-office figures. Keep source reports together so a difference can be traced to the same location and period rather than compared against an unrelated total.
Use the planning resources to capture what needs attention: a missing invoice, a pricebook question or an unusual daily result. Give each item an owner and a next step. A short, specific list is easier to revisit than a collection of screenshots.
Bring your existing site systems and reporting requirements to the Taply Station conversation. Review the supported interfaces and Taply Linq setup for your location. Confirm the information available from each source before making assumptions about a complete station workflow.
Capture what matters before meeting the Taply team.
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