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How to Adjust the Inventory by Category in C-Store Essentials
How to Adjust the Inventory by Category in C-Store Essentials

This article outlines the process to adjust inventory by category in PDI C-Store Essentials.

Updated over 2 weeks ago
  • Inventory adjustments are performed once a month to ensure accurate stock levels

  • Adjustments require an inventory count based on the categories set up in your account

  • Margins can be estimated based on expected pricing

Step-by-Step Process

Adjusting Inventory

  1. Go to C-Store Essentials Web Account

    • 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

2. Navigate to Inventory Adjustments

  • On the left side of the screen, click on Grocery

  • Next, click on Inventory Adjustments

3. Create a New Adjustment

  • Click the + (Add New) icon

  • Select the Date for the inventory adjustment.

  • Enter your actual inventory at retail for each category

  • Click Save Changes to finalize the adjustment

Note: The margin can be estimated based on expected pricing for the items.


Frequently Asked Questions

Why do I need to adjust inventory by category?

  • Adjusting inventory ensures accurate stock tracking and helps maintain proper margins for reporting.

How often should I adjust inventory?

  • Inventory should be adjusted at least once a month to reflect actual stock levels.

Can I edit an inventory adjustment after saving it?

  • Yes, you can go back to Inventory Adjustments and modify existing entries if needed.

What happens if I don’t update my inventory?

  • Failure to adjust inventory may result in inaccurate stock levels, incorrect sales reporting, and potential margin discrepancies.

Where can I view past inventory adjustments?

  • You can find a history of adjustments by navigating to Grocery > Inventory Adjustments in your C-Store Essentials account.



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