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:
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
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
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
To add a Customer Account, click on the Customer Accounts tab
4. Adding the Entry
After you selected the relevant tab, click the + sign / Add New Item button on the right side of the screen
After completing these initial steps, select the option below that matches the account type you want to add:
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
💡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
💡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:
Enter the required name in the Account Name and Description fields
Click Add Charge Account
💡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
Mapping Coupons, General Accounts, or Customer Accounts
Before proceeding with specific account types, complete the following steps:
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
To map a General or Customer account, click on the General/Customer Account tab
After completing these initial steps, select the option below that matches the account type you want to add:
Mapping Coupons
After completing the initial steps, follow these additional instructions to map coupons:
Find the Register Tender Type ID for coupons
This must already be synced from the register
On the right side of the screen, click on the pencil icon of the coupon to continue mapping
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
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
✅ 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:
Add the Register Local Account ID
Click the + sign / Add New on the right side of the screen
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
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
✅ 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?
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?
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?
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?
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?
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.