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How to Manually Retail an Invoice in PDI C-Store Essentials
How to Manually Retail an Invoice in PDI C-Store Essentials

This article outlines the process of manually retailing an invoice in PDI C-Store Essentials.

Updated over 2 weeks ago
  • Manually retailing an invoice allows you to enter purchased items into the system manually

  • You can scan barcodes, search for items, or add new products if they are not in your Price Book

  • The system will remember previously retailed items, so future entries will be faster

Step-by-Step Process

Entering a Purchase Invoice

  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 Purchases & Invoices

  • On the left side of the screen, click Grocery

  • Next Click Purchases

  • Then click on Invoices to access the Manage Purchases screen

3. Add a Purchase Invoice

  • Click the + symbol to add a new purchase

  • Enter the purchase details, including vendor, date, and amount

  • Click Add Invoice once the details are filled out

Retailing an Invoice Manually

  1. Open the Retailing Tool

    • Click the Retail Icon next to the invoice you just added

2. Search for the Item in the Price Book

  • Enter the Vendor Item Code or Scan the Barcode

    • If you have a barcode scanner connected, scan the UPC

    • If using the mobile app, scan the barcode using your phone camera

    • If using a Wi-Fi scanner, scan the item’s barcode directly

  • Next click the + icon

  • On the next screen, confirm the correct UPC is entered in the Scan Code or Name field

  • Next click Search

    • If the item is not in the system, click the + Add New Item icon to create a new product

3. Adding a New Item

  • Enter the Item Name and Retail Price

  • Under Register Key, select the Department for the item

  • Click Add Item to save it to your inventory

4. Update the Product Details

  • Click Select next to the item that needs to be updated

  • Input the Units Per Case, Gross Cost, and Case Discount.

    • If purchasing a carton of cigarettes, enter Pack as the unit and set Units Per Case to 10

  • Click Create Pack to save the changes

  • Enter the Quantity Purchased and click Add to Invoice

5. Adjusting Cost for an Existing Item

  • If the item has been retailed before, the system will recognize it

  • Search for the item in the Price Book and select it

  • If the cost has changed, click the Pencil Icon to edit it

  • After making adjustments, click Update Pack

  • Enter the quantity, and click Add to Invoice


Frequently Asked Questions

Can I manually enter an item if I don’t have a barcode scanner?

  • Yes, you can manually enter the UPC or item name in the search box and click Search.

What if the item is not in my Price Book?

  • If the item is new, click Add Item, enter its details, and save it to your inventory.

How do I update the cost of an item?

  • Click the Pencil Icon next to the item, adjust the cost, and click Update Pack.

What happens if I purchase a carton of cigarettes?

  • For cartons, enter Pack as the unit and set Units Per Case to 10 to reflect individual packs.

Does the system remember previously retailed items?

  • Yes, once an item has been retailed, it will be stored for future purchases.

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