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How to Set Up Automatic Retailing (Single Category Retailing) in PDI C-Store Essentials
How to Set Up Automatic Retailing (Single Category Retailing) in PDI C-Store Essentials

This article outlines the process to configure Automatic Retailing and Single Category Retailing in PDI C-Store Essentials.

Updated over 2 weeks ago
  • 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

  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 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?

  • Automatic retailing ensures pricing consistency and reduces the need for manual item entry.

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?

  • 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?

  • 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?

  • No, changes to retailing settings apply only to future invoices.

  • Past invoices must be updated manually.


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