Skip to main content
All CollectionsInventory ManagementVendors & Purchases
How to Add and Map Coupons, General, and Customer Accounts
How to Add and Map Coupons, General, and Customer Accounts

This is article outlines the process to manage Coupons, General Accounts, and Customer Accounts

Updated over 2 months ago

Managing your Coupons, General Accounts, and Customer Accounts in C-Store Essentials allows for streamlined record-keeping and accurate reporting. With mapped accounts, your coupon amounts, and account entries will automatically update, saving you time and helping you keep an organized record of purchases, customer charges, and other essential entries in C-Store Essentials

Step-by-Step Process

Adding Coupons, General Accounts, or Customer Accounts

Before proceeding with specific account types, complete the following steps:

  1. Go to C-Store Essentials Web Account

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

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

A screenshot of a login form

Description automatically generated

2. Navigate to Financial entry settings

  • On the left side of the screen, click on the Other Entries option

  • Next click on the Settings option

  • You will then be redirected to the Financial Entry Settings screen

A screenshot of a computer

Description automatically generated

3. Select the relevant account tab (General Accounts or Customer Accounts)

  • To add a Coupon or a General Account, click on the General Accounts tab

A screenshot of a computer

Description automatically generated
  • To add a Customer Account, click on the Customer Accounts tab

A screenshot of a computer

Description automatically generated

4. Adding the Entry

  • After you selected the relevant tab, click the + sign / Add New Item button on the right side of the screen

A screenshot of a computer

Description automatically generated

Adding Coupons

  • After completing steps 1-4, follow these additional steps to add a coupon:

5. Type in Coupon in the Account Name field

  • Click Add Loan Account save the changes

A screenshot of a login account

Description automatically generated

💡Tip!: You can also add a coupon from Daily Report > General Account Payout

Adding General Accounts

  • After completing steps 1-4, follow these additional steps to add a General Account:

1. Enter desired name in the Account Name field

  • Click Add Loan Account

A screenshot of a computer

Description automatically generated

💡Tip!: You can also add general accounts from Daily Report > General Account Payin/Payout

Adding Customer Accounts

After completing steps 1-4, follow these additional steps to add a customer account:

  1. Enter the required name in the Account Name and Description fields

  • Click Add Charge Account

A screenshot of a login account

Description automatically generated

💡Tip!: You can also add customer accounts from Daily Report > Customer Account

3. Confirm the Entry Updated

  • After clicking the Add Loan/Charge Account button, you will be redirected back to the previous Financial Entry Setting screen

  • The entry that you just submitted will show at the top of the account list

  • The entry will also be highlighted in red

A screenshot of a computer

Description automatically generated

Mapping Coupons, General Accounts, or Customer Accounts

Before proceeding with specific account types, complete the following steps:

  1. Navigate to Register Mapping

    • On the top right side of the screen, click on the human silhouette icon

    • Next Click on POS Settings

2. Select the relevant account tab (Tender Type or General/Customer Account)

  • To map a Coupon, click on the Tender Type tab

A screenshot of a computer

Description automatically generated
  • To map a General or Customer account, click on the General/Customer Account tab

A screenshot of a computer

Description automatically generated

Mapping Coupons

  • After completing the initial steps, follow these additional instructions to map coupons:

  1. Find the Register Tender Type ID for coupons

    • This must already be synced from the register

A screenshot of a coupon

Description automatically generated
  • On the right side of the screen, click on the pencil icon of the coupon to continue mapping

A screenshot of a computer

Description automatically generated

2. Set Day Report Mapping to General Account

  • Once you click on the pencil Icon, you will be redirected to the Update Register Tender Type screen

  • Set the Day Report Mapping field to General Account

  • Set the General Account and Name Field to Coupon

  • Click Update to save the changes

A screenshot of a computer

Description automatically generated

3. Confirm the Entry Updated

  • After clicking the Update button, you will be redirected back to the previous Register Mappings screen

  • The entry that you just submitted will show at the top of the register tender type ID list

  • The entry will also be highlighted in red

A screenshot of a computer

Description automatically generated

Note: Coupon amounts will now automatically upload into Daily Report > General Account Payout

Mapping General and Customer Accounts

  • After completing the initial steps, follow these additional instructions to map general or customer accounts:

  1. Add the Register Local Account ID

    • Click the + sign / Add New on the right side of the screen

A screenshot of a computer

Description automatically generated
  • You will then be redirected to the Add Register Local Account screen

  • Enter the Register Local Account ID

  • Set the appropriate General/Customer Account under Day Report Mapping

  • Click Add Account

A screenshot of a computer

Description automatically generated

2. Confirm the Entry Updated

  • After clicking the Add Account button, you will be redirected back to the previous Register Mappings screen

  • The entry that you just submitted will show at the top of the register tender type ID list

A screenshot of a computer

Description automatically generated

Note: Mapped accounts will now appear in the daily report, ensuring accurate tracking of all transactions


Frequently Asked Questions

Why should I map my Coupons, General, and Customer Accounts?

  • Mapping these accounts ensures that all entries automatically appear in your daily report, saving you from manually adding each transaction and reducing the chance of reporting errors.

  • This helps keep your records accurate and up to date.

Can I delete an account if I added it incorrectly?

  • Yes, accounts can be deleted or modified.

  • To do this, go to Other Entries > Settings in your C-Store Essentials account, locate the account, and select the delete or edit option.

  • Be sure to double-check changes to avoid reporting discrepancies.

What should I do if I don’t see the account updates in my daily report?

  • If updates aren’t appearing, ensure that you completed the mapping steps, especially setting the account in the Day Report Mapping field.

  • If issues persist, contact PDI Customer support for assistance.

Are there limits to the number of accounts I can add or map?

  • No, C-Store Essentials allows you to add and map multiple General and Customer Accounts, so feel free to set up as many as your business needs.

Can I use this feature to manage other payment types, like digital or card payments?

  • Currently, the steps provided are primarily for tracking and managing cash and in-store purchases like coupons, general entries, and customer charges.

Did this answer your question?