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How to Add and Upload Retail Fintech's EDI Invoices
How to Add and Upload Retail Fintech's EDI Invoices

This article outlines how to upload supporting documents, such as an invoice scan or EDI file, to your grocery purchase entries

Updated over 2 months ago

Step-by-Step Process

  1. 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

💡 Tip: If any of this information is missing, contact Fintech Support team for help

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2. Go to CStore Essentials Web Account

  • You can access CStore Essentials by clicking here or going to https://secure.cstorepro.com

  • Click the “Forgot Password” button if you need help resetting your password

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3. Navigate to the Manage Vendors screen

  • Click on Price Book

  • Then click on Purchase

  • Next click on Vendors

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💡 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

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    • 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

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💡 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

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  • Click the + button in the top-right to start adding an invoice

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    • 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)

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  • 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

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  • Once you click on the funnel option you will be redirected to the Retail Purchase Invoice screen

  • Select the Upload EDI File option

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  • Once you’ve 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

✅ Note: Check the box next to the margin field to confirm the margin calculation

  • Click Retail Item once all fields are completed

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Frequently Asked Questions

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?

  • 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?

  • In the Add New Items window, assign each item’s 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?

  • Fintech is a third-party company that generates invoices, which can be uploaded into CSE for grocery retailers.

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