Step-by-Step Process
Access and Verify Your EDI File
Open the EDI file sent by Fintech
If you do not have the file or are unsure, please contact Fintech Support for further assistance to locate the file
Verify that the file contains the following fields:
Vendor Name
Retail Vendor ID
Invoice Date
Invoice Amount
đĄ Tip: If any of this information is missing, contact Fintech Support team for help
2. Go to CStore Essentials Web Account
You can access CStore Essentials by clicking here or going to https://secure.cstorepro.com
Click the âForgot Passwordâ button if you need help resetting your password
3. Navigate to the Manage Vendors screen
Click on Price Book
Then click on Purchase
Next click on Vendors
đĄ Tip: To avoid delays, add your vendors before uploading invoices. Navigate to Price Book > Purchase > Vendors to ensure the vendor is already added. If not, you can easily add them from this page
To Add a New Vendor:
Click the + button in the top-right corner
Fill in the following information:
Vendor Name (as shown in your EDI file)
Retailing Type (select "by item")
Electronic File Format (select "Fintech")
Vendor Code (as shown as Retail Vendor ID in your EDI file)
Click Add Vendor
đĄ Tip: Alternatively, you can add a vendor directly when creating a new invoice by clicking + next to the Vendor field in the Add New Invoice screen
4. Navigate to the Manage Purchases screen
Go to Pricebook
Next click on Purchase
Then click on Invoices
Click the + button in the top-right to start adding an invoice
Fill in the following fields:
Date (matches the Invoice Date in your EDI file)
Vendor (select from the existing list or click + to add a new one)
Payment Method (choose "EFT")
Bank Account (select the bank account where the EFT transaction occurred)
Invoice Amount (matches the Invoice Amount in the EDI file)
Click Add Invoice if this is the only invoice
Click Create Another to continue adding more invoices
5. Retail and Upload Your Invoice
Click on the funnel icon on the right side of the screen in line with the specific Invoice you need to update retail the invoice
Once you click on the funnel option you will be redirected to the Retail Purchase Invoice screen
Select the Upload EDI File option
Once youâve selected the Fintech EDI invoice to upload, you will be redirected to the Add New Items window
In the Add New Items window review each item and assign the Department Name and Price
The Margin field will automatically update based on the Department Name and Price selected
â Note: Check the box next to the margin field to confirm the margin calculation
Click Retail Item once all fields are completed
Frequently Asked Questions
What should I do if my EDI file is missing required fields like Vendor Name or Invoice Date?
What should I do if my EDI file is missing required fields like Vendor Name or Invoice Date?
If any essential fields are missing from your EDI file, please reach out to Fintech Support to obtain a complete file with the necessary information.
Can I add multiple invoices at once?
Can I add multiple invoices at once?
Yes, after entering the details of an invoice, you can click Create Another instead of Add Invoice to continue adding additional invoices without leaving the screen.
How do I ensure accurate margin calculations when retailing items from my EDI invoice?
How do I ensure accurate margin calculations when retailing items from my EDI invoice?
In the Add New Items window, assign each itemâs Department Name and Price.
The Margin field will auto-update based on your inputs.
Be sure to check the box next to the Margin field to confirm the calculations are accurate before finalizing.
What is Fintech and how is it used in CSE?
What is Fintech and how is it used in CSE?
Fintech is a third-party company that generates invoices, which can be uploaded into CSE for grocery retailers.