Step-By-Step Process for PDI Essentials
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
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?
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?
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?
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?
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?
Refer to the links below for detailed instructions:
Add Departments to Gilbarco Passport Register- For comprehensive guidance, visit the article: How to Add Departments in PDI Essentials.