Automatic Retailing applies a preset margin to all items under a vendor, ensuring consistent pricing
This is recommended for vendors who supply inventory that falls under a single category (e.g., Coca-Cola, which only sells beverages)
Step-by-Step Process
Enabling Automatic Retailing for a Vendor
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 the Manage Vendors Page
On the left side of the screen, click on Grocery
Next, click on Purchases
Then click on Vendors
3. Edit the Vendor Settings
Locate the vendor you need to adjust
Click the Pencil Icon next to the vendor’s name to edit
4. Set Up Automatic Retailing
Under Retailing Type, select By Preset Margin
Select a Preset Category (e.g., Beverages, Snacks)
Enter your Preset Margin (the percentage markup applied to all items)
💡 Example: If you set a 30% margin for Coca-Cola, all items under this vendor will be priced with a 30% markup
Click Update Vendor to save your changes
Applying Automatic Retailing to an Invoice
1. Navigate to the Purchase Invoice Page
On the left side of the screen, click Price Book
Then click on Purchases
Next click on Invoices
Alternatively, go to Grocery > Purchases > Invoices (both options lead to the same page)
2. Add a New Purchase Invoice
Click on the “+” (Add Invoice) Icon
Select your Vendor from the list
Ensure the Correct Date is selected
Enter your Total Purchase Amount
3. Apply Automatic Retailing
Click Add Invoice to finalize the process.
✅ Note: The system will now automatically apply the preset margin and retail pricing at the category level.
Frequently Asked Questions
What is the benefit of automatic retailing?
What is the benefit of automatic retailing?
Automatic retailing ensures pricing consistency and reduces the need for manual item entry.
Can I override the preset margin for specific items?
Can I override the preset margin for specific items?
Yes, individual items can be edited manually within the Manage Purchases page.
What happens if a vendor supplies multiple product categories?
What happens if a vendor supplies multiple product categories?
Automatic retailing is best for vendors with a single category.
If a vendor supplies multiple categories, consider using manual retailing instead
Can I change the preset margin after setting it?
Can I change the preset margin after setting it?
Yes, you can update the Vendor Settings by clicking the Pencil Icon next to the vendor’s name.
Will automatic retailing apply to past invoices?
Will automatic retailing apply to past invoices?
No, changes to retailing settings apply only to future invoices.
Past invoices must be updated manually.