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How to Upload Documents into Grocery Purchase Entry
How to Upload Documents into Grocery Purchase Entry

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

Recommended File Specifications

  • File sizes should be around 5 MB(megabytes) and should not exceed 9 MB(megabytes)

  • Files over 9 MB may cause processing delays or fail to upload

  • Split larger files if necessary

  • Acceptable file formats include:

    • Text

    • PDF

    • Word files

💡 Tip: Adhering to these specifications ensures smooth uploading without errors

Step-By-Step Process

  1. 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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2. Navigate to Invoices

  • On the left side of the screen, click on Grocery

  • Then click on Purchases

  • Then click on Invoices

3. Manage Purchases Screen

  • After selecting the Invoices option, you will be redirected to the Manage Purchases screen

  • Confirm the All Purchases tab is selected

  • The All Purchases tab will ensure that all transactions will be displayed regardless of payment type or item type

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4. Locate the required invoice from the list

  • By default, the purchase date filter is set to display transactions by quarter, starting from the current date

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  • If you wish to provide a more specific time frame, you can click in the Purchase Date field, and either select from the options available or manually enter a date at the bottom of the menu presented

  • You will need to click the Submit option for the purchase date field to update to the new information you provided

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  • Once you have updated the date to the time frame you wish, locate the invoice that you wish to update/upload

5. Adding the Attachment File

  • On the right side of the screen, click the Paperclip Attachment icon to start uploading the file that you located in the previous step

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  • Once you click on the paperclip icon, you will be redirected to the Upload Document screen

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  • Either 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

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  • Click Close when the upload is complete

✅ Note: Now your document is attached to the invoice for easy access and reference within your purchase entry records.


Frequently Asked Questions

What types of files can I upload?

  • You can upload Text, PDF, or Word files with a maximum size of 9 MB.

Why should I upload documents to my CStore Essentials account?

  • Uploading documents, such as invoices or EDI files, provides a complete record of each purchase, which can be useful for tracking and reference.

What types of documents can I upload for my purchase records?

  • You can upload Text, PDF, or Word files that contain important details about the purchase.

What if my file is too large to upload?

  • If your file exceeds 9 MB, try reducing its size or splitting it into multiple smaller files.

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