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How to Set Up a Shipper in PDI C-Store Essentials

This guide explains what a shipper is and outlines how to set up shipper items and shipper cases in PDI C-Store Essentials

Updated over 3 weeks ago

What Is a Shipper?

  • A shipper is a packaged display containing two or more items sold as one unit

  • Shippers are typically used for promotional or seasonal items—such as a Hershey shipper that includes multiple candy products bundled together

Step-by-Step Process

Set Up Shipper Items

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 Price Book

  • Next click on Purchase

  • Finally click on Invoices

  • Click the funnel icon to filter for a retail invoice

  • Click the “+” button next to Vendor Item Code/UPC/Custom Code

3. Add or Search for the Sellable Item

  • Under Search for sellable item, enter the UPC, department, or price and select the correct item

Note: If the item is not in your Price Book, click Add Item to create a new entry

4. Create a Purchase Pack

  • After selecting the item, the system will auto-fill the Pack Scan Code and Pack Name

  • You may enter the Vendor Item Code listed on the shipper to differentiate it from regular items

  • Next, enter the following:

    • Units per Case: Total number of units in the shipper (e.g., 16)

    • Gross Cost: Total cost for the units (e.g., 16 × 0.6817 = 10.9072)

    • Pack Name: Add “Shipper” to the name to identify it easily

  • Click Create Pack

Set Up a Shipper Case

1. Navigate to the Shippers Section

  • On the left side of the screen, click Price Book

  • Next click on Purchase

  • Finally click on Shippers

  • Select your vendor and click Search

2. Create the Shipper

  • Click the “+” button

  • On the Create Shipper screen, enter:

    • Scan Code: Found on the invoice

    • Unit Cost: Total cost of the shipper (e.g., $115.90)

    • Vendor Item Code: As listed on the invoice

3. Add Purchase Cases

  • Click Edit next to Select Cases to Shipper

  • On the Add Purchase Cases screen:

    • Select the purchase pack created earlier

    • Enter 1 for Cases per Shipper

    • Click Add Case

  • Repeat if there are multiple packs

4. Finalize the Shipper

  • Click Save and Continue, then click Create Shipper

  • You can now go to the Vendor Retailing screen and retail the shipper using the case scan code set during setup


Important Notes

  • Label your shipper pack clearly by including “Shipper” in the pack name

  • Make sure the total cost and units per case reflect accurate invoice data

  • Always use the vendor-provided scan code for proper tracking


Frequently Asked Questions

What is a shipper?

  • A shipper is a bundled unit of multiple items, typically used for promotions or holidays, sold as a single unit.

Can I create a shipper if the items aren’t in the Price Book?

  • Yes. You can add new items to the Price Book before creating the shipper pack.

Why should I include “Shipper” in the pack name?

  • Adding “Shipper” helps differentiate promotional bundles from regular items.

Can I include multiple purchase packs in one shipper?

  • Yes. You can add multiple purchase packs to a single shipper during the Select Cases to Shipper step.

Where do I enter the vendor item code?

  • Enter the vendor item code during the shipper creation screen for better tracking and reference.

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