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How to Find or Add Departments in C-Store Essentials

This article explains how to locate existing departments and add or update new departments in PDI C-Store Essentials

Updated this week

Step-By-Step Process for PDI Essentials

  1. Go to PDI Essentials Web Account

  • You can access PDI 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. Access the Department Settings

  • Click the human silhouette icon in the top-right corner

  • Select POS Settings from the dropdown menuu

3. View Existing Departments

  • Next select the Departments tab

  • Review the list of departments already configured in your account

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4. Add a New Department

  • Click the "+" icon at the top of the page A screenshot of a computer

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  • Enter the required details:

  • Department ID

  • Department Name

  • Tax Type

  • Department Type

  • Is Scannable

  • Additional fields for Day Report Mapping and Central Price Book Mapping (if applicable)

  • Click Add Department to save the new department

5. Sync with Your Point-of-sale Register

  • Departments should be created first on the POS register and then synced with PDI Essentials for proper synchronization.

  • Alternatively, ensure the same department is configured in both the POS system and PDI Essentials to avoid discrepancies.


Frequently Asked Questions

Can I add a department in C-Store Essentials and have it automatically appeared in my POS register?

  • No, adding a department in C-Store Essentials does not automatically update your point-of-sale register.

  • You must configure the department in your point-of-sale system separately.

What happens if I add departments to my point-of-sale register first?

  • You can sync the changes from your point-of-sale register to C-Store Essentials for quicker updates.

Are all fields required when adding a new department?

  • Only the basic fields like Department ID, Department Name, Tax Type, and Department Type are required.

  • Other fields are optional unless specified for your setup.

Can I update departments in bulk?

  • Yes, you can use the bulk update feature in C-Store Essentials to modify multiple departments at once.

Where can I find instructions for adding departments to specific POS systems?

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