Understanding the Daily Report Layout
Left Side: Money coming into the store
Right Side: Where the money went
Sections include:
Total Deposits: Enter daily cash deposits
Cash Purchases: Record vendor purchases paid in cash
Credit Card Batches: Automatically pulled from your register (verify in training)
Food Stamp Sales: Pulled automatically if properly configured
Customer Account Sales: House account sales tied to register IDs
Cash Expenses: Non-resale cash payments (e.g., trash service, landscaping)
General Accounts: Track non-typical store activities (e.g., coupons, drive-offs)
Opening and Closing Cash/Checks: Track starting and ending amounts (only if they change daily)
Important Notes
Tank Readings: Contact Vida if you want automated tank readings via the TPM folder
Saving Reports:
Only save reports once all data is entered
Saving incomplete reports can cause missing data in store close reports
Step-by-Step Process
1. Access Store Settings
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
Navigate to the bottom left corner of the dashboard
Click Store Settings
2. Set Up Day Report, Lottery, Fuel, and More
Under Store Settings, select Set Up Day Report, Lottery, Fuel, etc.
Click See More to start the setup
3. Enter Store Information
Enter the name of your store (or preferred name)
Add your bank accounts, if applicable
By default, a Main Operating Account is already listed
4. Set Sales Tax Information
When prompted for Sales Tax:
Set the tax rate to 0% because the system pulls tax rates directly from your register
Sales tax, low sales tax, and timely payment credit rates are normally set to 0
5. Set Up Gas Settings
Choose your Gas Ownership status:
Owner: Select Ownership
Agent: Select Agent Gas and input your commission rate
No Gas Sales: Select I Do Not Sell Gas
Configure Plus Grade Settings:
If gasoline is blended, set it to Blended and input the blend ratio
If using a separate tank, select Separate Tank
Indicate whether you sell diesel gasoline
Select Payment Method for gas load (EFT or Check)
Choose the settlement account
6. Gas Cash Cards and Credit Card Gas Type
Indicate whether you sell gas cash cards
Select your Credit Card Gas Type:
Direct to Bank Account or
Job Invoice Credit (protects credit card batches and applies them to invoices)
7. Set Up Lottery Settings
Indicate whether you sell lottery tickets
Enter your lottery commission rate and select the associated bank account
Specify if you are using a vending machine
Enter any service fee and commission rates for scratch-offs
8. Additional Services
Specify if you have a separate check-cashing booth
TNRC: Enable if you want to track remaining fuel in tanks (related to Vida routes)
9. Set Up ATM, Money Orders, and Transfers
Specify if you have an ATM:
Indicate if ATM money comes from the bank or register
Specify if you sell money orders or money transfers, and select the associated bank accounts
Set up Money Transfer Payouts if applicable
Specify if you offer Bill Pay services
10. Agent Services and Customer Accounts
Enable Agent Services if you sell prepaid cards or similar services
Specify if you maintain customer accounts (credit purchases paid later)
Indicate whether you:
Accept food stamps
Have a second credit card merchant account
Accept fleet cards
Accept Comcheks
Step 11: Complete Initial Setup
Click Next and then Finish to complete the initial setup
After Setup: Using Daily Reports
Once setup is complete, you can start entering your daily reports.
Go to Closing Store to access the next available date for reporting
Daily Reports must be entered sequentially (you cannot skip dates)
Frequently Asked Questions
Can I skip dates when entering day reports?
Can I skip dates when entering day reports?
No. Reports must be entered sequentially by date.
What happens if I save an incomplete report?
What happens if I save an incomplete report?
Your store close report may not populate correctly, requiring manual corrections.
Can I automate tank reading entries?
Can I automate tank reading entries?
Yes. Contact Vida to set up automated TPM folder reporting.
Should I have a training session?
Should I have a training session?
Yes. It’s highly recommended to schedule a one-on-one training with the PDI Training Team to ensure full system accuracy and best practices.