PDI C-Store Essentials provides multiple ways to receive deliveries, including through the back-office computer, mobile app, or an Android-based scanner
This ensures that store inventory remains accurate and up to date
You can enter deliveries by uploading an EDI file, manually inputting items, or scanning items using a mobile device
Step-by-Step Process
Upload an EDI File
1. Download the EDI File
Save the EDI file from your vendor onto your computer
2. Log in to PDI C-Store Essentials
On the left side of the screen, click on Grocery
Next click on Purchases
Lastly click on Invoices section
✅ Note: You can also access this screen by going to Pricebook → Purchases → Invoices
3. Locate the Invoice
Find the invoice to upload the EDI file for and click on the funnel icon to retail the invoice
4. Upload the EDI File
Drag and drop the EDI file, or
Click Upload EDI File to select and upload the file.
5. Configure the EDI File Format
Click Select EDI File Format to choose the correct format if it has not been previously set for this vendor
6. Review New Items
If the file contains new items, a window will prompt you to assign departments, tax types, and price book information
✅ Note: Only new items will appear in this section. Existing items will be processed automatically
7. Retail the Items
Click Retail Item (at the top or bottom of the page)
❗Alert: Items cannot have a retail price of $0.00. Update the value to be greater than or equal to cost before submitting
8. Finalize the Upload
After retailing all items, filter items by new entries, cost changes, etc.
Click Finish Retailing to complete the process
Manually Enter Items for an Invoice
1. Log in to PDI C-Store Essentials
On the left side of the screen, click on Grocery
Next click on Purchases
Lastly click on Invoices
✅ Note: You can also access this screen by going to Pricebook → Purchases → Invoices
2. Enter or Scan an Item
Scan the item, or
Manually enter the vendor barcode, item ID, or item name.
✅ Note: If the item does not exist for this vendor, click the "+" button to add a new item
3. Enter Purchase Quantity
Input the purchase quantity and click Retail Item
For returned items: Enter a negative number in the quantity field
Partial returns: Enter fractions (e.g., returning 1 bottle from a case of 12 = "-1/12")
Receive Deliveries Using the Mobile App or Android Scanner
✅ Note: You must have Owner-level access or Receive Delivery on Mobile App permissions enabled for your user account
1. Log in to the Mobile App
Open the PDI C-Store Essentials Mobile App and sign in
2. Access the Scan Deliveries Section
Tap the menu icon in the top left corner
Select Scan Deliveries
Next click on Manage Purchases
3. Select or Create an Invoice
If the invoice exists in the back office, find and select it
If not, tap Add New Delivery to create an invoice
4. Scan Items
Tap the camera icon to launch your phone’s barcode scanner
Scan the barcode of the item being received
5. Enter Item Details
Input the quantity received and tap Add Item
For returned items: Check the Returned Item box
For new items: Assign retail price, cost, department, tax type, etc
6. Repeat for All Items
Scan and add each item in the delivery
Frequently Asked Questions
Can I use the mobile app for all deliveries?
Can I use the mobile app for all deliveries?
Yes, but your user account must have Owner-level access or Receive Deliveries on Mobile App permissions enabled.
What happens if my EDI file contains new items?
What happens if my EDI file contains new items?
A window will appear asking you to assign departments, tax types, and pricebook values for the new items.
Can I upload an invoice manually if I don’t have an EDI file?
Can I upload an invoice manually if I don’t have an EDI file?
Yes. You can manually enter each item in the Grocery → Purchases → Invoices section.
Can I return items while receiving deliveries?
Can I return items while receiving deliveries?
Yes. Enter a negative quantity when manually adding items or check the Returned Item box in the mobile app.
Why is my item showing a $0.00 retail price?
Why is my item showing a $0.00 retail price?
PDI C-Store Essentials does not allow an item to have a $0.00 retail price. Update the value to be equal to or greater than cost before submitting.