Uploading invoices helps keep accurate purchase records and ensures all transactions are properly documented
Step-by-Step Process
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 Purchase Invoice Page
You can access the Manage Purchases page using either method below:
Click on Grocery > Purchases > Invoices (on the left menu)
Click on Price Book > Purchase > Invoices (on the left menu)
Both options will take you to the same page
3. Add a New Purchase Invoice
Click the “+” (plus symbol) at the top right to add a new purchase
Enter the required purchase details:
Select the Date of the purchase.
Choose the Vendor from the dropdown
Enter the Purchase Amount and any additional details
Select the Payment Mode:
If paying by cash, you can:
Select Unpaid and pay later from the Day Report
Enter the purchase directly on the Day Report
Select Your Bank Account
(Optional) Enter the Invoice Number
Click Add Invoice to save the purchase
4. Upload the Purchase Invoice Document
After adding the invoice, click on the Paperclip Icon
You have two options to upload your invoice file:
Click inside the upload box to browse and select a file from your computer
Drag and drop the invoice file into the upload box
Frequently Asked Questions
What file formats are supported for invoice uploads?
What file formats are supported for invoice uploads?
PDI C-Store Essentials supports common file formats such as PDF, JPG, PNG, and Excel files.
Can I edit an uploaded invoice document?
Can I edit an uploaded invoice document?
No, once an invoice document is uploaded, it cannot be edited.
However, you can delete it and upload a new file.
How do I find a previously uploaded invoice?
How do I find a previously uploaded invoice?
You can locate uploaded invoices by navigating to Grocery → Purchases & Invoices, then searching by vendor name, date, or invoice number.
Can I upload multiple invoices at once?
Can I upload multiple invoices at once?
No, invoices must be uploaded one at a time for each purchase entry.
Will the uploaded invoice be visible in reports?
Will the uploaded invoice be visible in reports?
Yes, once uploaded, the invoice document will be linked to the purchase record and can be referenced in reports.