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How to Create and Manage a Central Price Book
How to Create and Manage a Central Price Book

This article outlines the process to create and configure a Central Price Book (CPB) in CStore Essentials to manage multiple stores from a central account

Updated over 2 months ago

Step-by-Step Process:

To Create the Central Price Book

  1. Provide Required Information

    • Share the CStore Essentials (CSE) account number for all local stores to be part of the Central Price Book to PDI Customer Support

    • Choose a local store account with a well-organized set of:

      • Price book items

      • Departments

      • Tax types

    • Inform the PDI Customer Support team if you have price groups to import into the Central Price Book <Link to PDI Customer support contact page>

  2. Key Considerations

    Alert: CStore Essentials does not support Altria Price Book Integration for stores connected to the Central Price Book

    • Altria Price Book integration works only with individual store accounts

    • Promotions cannot be copied from local stores to the Central Price Book

      • Create new promotions within the CPB to ensure consistency and organization

To Map Departments

3. 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

      A screenshot of a login form

Description automatically generated

  • On the left side of the screen click on Central Price Book

  • Next click on Settings

  • Then click on Mapping

  • For each local store:

    • Click the pencil icon next to the store name

    • On the Update Register Key screen, map the CPB departments (left) to the local store departments (right)

    • Check all pages to ensure no departments are missed

    • Click Map

4. Map Taxes

  • Log in to your CStore Essentials account

  • Navigate to Central Price Book > Settings > Mapping

  • Click the pencil icon under the Tax section

  • On the Map Tax Group screen, map the local tax groups (left) to the CPB tax groups (right)

  • Click Map after all groups are correctly mapped

💡 Note: Changes made in the Central Price Book can be applied to one or all connected stores. However, local stores cannot make changes to the CPB.


Frequently Asked Questions

Can I use the Central Price Book to manage promotions for all my stores?

  • Yes, promotions can be created and managed in the CPB. However, existing promotions from local stores cannot be copied into the CPB.

  • New promotions must be created for better consistency.

How do I ensure that item changes in the CPB reflect in local stores?

  • After mapping departments and taxes, all item changes in the CPB will automatically synchronize with the corresponding departments and tax groups in local stores.

Can a local store modify the Central Price Book?

  • No, local stores linked to the CPB can view the changes but cannot make modifications to the CPB.

What happens if I forget to map a department or tax group?

  • Any unmapped department or tax group will not receive updates from the CPB.

  • Ensure all departments and taxes are mapped to avoid discrepancies.

Is there a limit to the number of stores that can be linked to the CPB?

  • There is no specific limit; you can connect multiple stores to a single Central Price Book to manage them centrally.

How often should I update the mappings for departments and taxes?

  • Mappings should be updated whenever there are changes to the departments or tax groups in your local stores to maintain synchronization.

Can I unlink a store from the CPB?

  • Yes, stores can be unlinked from the CPB by adjusting the settings in the Manage My Store section. However, any updates from the CPB will no longer apply to unlinked stores.

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