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How to Build Your Initial Pricebook in PDI C-Store Essentials

This article outlines different options to setup your initial Price Book based on your point-of-sale system and preferences

Updated over a month ago

Upload Your Existing Pricebook for Gilbarco Passport POS System

Requirements:

  1. USB flash drive

  2. Access to your main Passport station

  3. Access to your back-office PC

1. Exporting Data from Gilbarco Passport POS System

  • Plug the USB flash drive into a USB port on the back of the main Passport station.

  • On the Passport station, navigate to:

    • Tools → Manager Workstation → Setup → Store → Extraction Tools → Export Data

    • Select Pricebook

    • Choose the USB drive location (E or F)

    • Click Start to begin extraction

  • Once extraction is complete, remove the USB flash drive and insert it into your back-office computer

2. Uploading Data to PDI C-Store Essentials

  1. Log into PDI C-Store Essentials on your back-office computer

  2. Click Store Settings to open the Get Started page

  3. Select Upload your Pricebook file and either drag and drop the file or manually upload it

  4. Wait about 10 minutes for the upload to complete

Upload Your Existing Pricebook for Verifone Product Line

PDI C-Store Essentials supports Pricebook extraction from all Verifone product lines, including:

  • Sapphire

  • Ruby 2

  • Ruby Ci

  • Commander

  1. Uploading Your Pricebook from a Verifone POS System

    • Open PDI C-Store Essentials Communication Agent and go to Start → Setup my Pricebook → Upload Pricebook File

    • Click Upload your Pricebook file

    • Wait 10-15 minutes for the upload to complete

Using PDI C-Store Essentials' Common Items Database

This method allows you to import pre-existing items from the PDI C-Store Essentials database.

  1. Log into PDI C-Store Essentials

  2. Click Store Settings to go to the Get Started page

  3. Navigate to Setup My Pricebook and click Import from C-Store Common Items

  4. Select Category and Subcategory options ONLY

  5. Assign department, tax type, and price to the selected items

  6. Click Import Selected to add items to your Pricebook

  7. Click Send All Added Items to Your Register or manually send item changes through Human Silhouette Icon > Send to POS

Transfer from Another PDI C-Store Essentials Account

This method allows you to import a Pricebook from an existing PDI C-Store Essentials account.

  1. Log into PDI C-Store Essentials

  2. Click Store Settings to go to the Get Started page

  3. Click Setup My Pricebook → Import from Other Store's Pricebook

  4. Enter the username and password of the store you’re importing from

  5. Select the departments to transfer and click Import

  6. Repeat for any additional departments

  7. Navigate to the Human Silhouette Icon and then click on POS Settings and click Rebatch Pricebook

  8. Select Entire Pricebook and click Send to Register

Build Your Own Pricebook Using the PDI C-Store Essentials Mobile App

  1. Launch the PDI C-Store Essentials mobile app and log in

    • Owner or Mobile Pricebook access is required

  2. Open Pricebook → Add/Update Item

  3. Tap the camera icon and scan the item’s barcode

  4. Enter item details (description, department, tax type, price)

  5. Click Save Changes.

    💡 Tip!: Use 'Remember values for next item' if adding multiple similar items

  6. Repeat steps 3-5 for additional items

  7. Navigate to Pricebook → Send Changes to Register

  8. Click Send Item to Register

Frequently Asked Questions

How long does it take to upload my Pricebook?

  • Uploads usually take 10-15 minutes, depending on file size.

What if my extracted Pricebook file is smaller than 100kb?

  • This may indicate missing data. You may need to try Options B, C, or D or consult a local technician.

Can I upload a Pricebook using an Excel or CSV file?

  • Yes! Click Upload Pricebook File and select Excel or CSV format.

Do all versions of Gilbarco Passport support Pricebook exports?

  • No, some versions do not support extraction. If your file size is too small, consider Options B, C, or D.

What should I do if my Verifone upload fails?

  • Ensure your POS system is running PDI C-Store Essentials Communication Agent and try again.

Can I use multiple methods to build my Pricebook?

  • Yes! You can combine different options to complete your Pricebook setup.

How do I edit an item after importing it?

  • Go to Pricebook → Edit Item, make the necessary changes, and save.

Can I bulk update prices?

  • Yes, use the Pricebook Upload feature or the C-Store Common Items Database for batch updates.

How do I send changes to my POS system?

  • Navigate to Pricebook → Send to POS and click Send All Item Changes.

What if I forget my PDI C-Store Essentials login credentials?

  • Use the Forgot Password option on the login page or contact support for assistance.

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