Step-by-Step Process
1. Log in to Your C-Store Essentials Web Account
Go to the PDI C-Store Essentials login page and sign in
2. Navigate to Purchase Invoices
On the left side of the screen, click Grocery
Next click on Purchase
Finally click on Invoices
Click the funnel icon to filter for a retail invoice
Click Retail by Category in the top right corner
3. Allocate Costs by Category
Select the category for the portion of the invoice
Enter the cost associated with that category
Enter your estimated margin for that category
✅ Note: Margin can be a best estimate of what you plan to set for items in that category
4. Repeat for additional categories as needed.
When the Total Cost equals the full invoice amount, click Finish
Important Notes
This method is ideal for vendors like Sam’s or Costco that supply mixed-category products
Be sure the total of all category costs matches the invoice total before finishing
Frequently Asked Questions
What is multiple category retailing used for?
What is multiple category retailing used for?
It is used to split an invoice across multiple categories when purchasing from vendors like Sam’s or Costco.
Do I need to assign a margin for each category?
Do I need to assign a margin for each category?
Yes, you must provide a margin for each category, though it can be your best estimate.
What happens if the total cost does not match the invoice amount?
What happens if the total cost does not match the invoice amount?
You will not be able to finish the process until the total cost matches the full invoice amount.
Can I go back and edit category amounts later?
Can I go back and edit category amounts later?
Yes, you can adjust category allocations before clicking Finish.
Why is accurate category allocation important?
Why is accurate category allocation important?
Proper allocation ensures accurate inventory valuation and reporting across different product categories.