Requirements
To ensure a smooth process with uploads, it is recommended that files are no larger than 5 MB and do not exceed 9 MB
Files larger than 9 MB may fail to upload successfully; consider splitting the file if needed
Accepted file formats include:
Text
PDF
Word files
💡 Tip!: Following these file size and format recommendations will help avoid upload errors
Step-by-Step Process
Access CStore Essentials Web Account
Use your account credentials to access the PDI CStore Essentials platform
You can access CStore Essentials by clicking here
2. Navigate to Day Closing
From the menu on the left side of the screen, click on Day Closing
Next Click on Store
3. Edit the Report for the Required Date
Find the date that you want to update
Click on the Pencil option next to that date
4. Upload the Document
You will then be redirected to the Daily report for that date
Click on the Paperclip button at the bottom of the page
You will then have the option to drag and drop the file into the upload area or click the blue transparent box to select the file from your device
Once you have selected the file click save at the bottom of the screen to successfully upload the file
5. Click Close when Done
Once the file is uploaded, click Close to complete the process
💡 Tip!: To add notes for the Daily Report, click the paper and pen icon to open the notes section
Frequently Asked Questions
What types of files can I upload into the Daily Report?
What types of files can I upload into the Daily Report?
Accepted file formats include Text, PDF, or Word files.
Ensure files meet these requirements for a smooth upload.
Register Report or information from XMLGateway
Any files that you may want to just keep a note of for that specific date
What is the maximum file size for document uploads?
What is the maximum file size for document uploads?
The recommended file size is around 5 MB, and files should not exceed 9 MB.
Files larger than 9 MB may fail to upload or continue processing without completion.
Consider splitting larger files if necessary.
Where can I find the Daily Report for my store?
Where can I find the Daily Report for my store?
Go to the Day Closing section in your CStore Essentials account, then select the appropriate store and date to access the Daily Report.
How can I add notes to the Daily Report?
How can I add notes to the Daily Report?
To add notes, click the paper and pen icon within the Daily Report editor.
What should I do if my file upload fails?
What should I do if my file upload fails?
If a file fails to upload, check that it does not exceed the 9 MB limit and that it is in an accepted format (Text, PDF, or Word).
Splitting large files into smaller segments may help resolve this issue.