This service helps small and mid-size businesses automate item-level invoicing, allowing businesses to focus more on serving customers
Step-by-Step Process
Upload the invoices to PDI C-Store Essentials
Enter the grocery purchase in PDI C-Store Essentials
Upload and attach all invoices to the purchase entry
For grocery purchases, attach the document to the invoice created in PDI C-Store Essentials
Upload the draft notice when it is received
Please click here for additional instructions on how to upload grocery purchases into C-Store
❇️ Example: If the draft charges for invoices on 6/1, 6/7, and 6/17, upload the draft to the 6/17 invoice
2. Sit back and relax
Once the invoices are uploaded, the purchase invoices will be retailed automatically for all invoices uploaded the prior day
For new items, the system will attempt to find a match with similar items in the existing database
If no match is found, the system will apply department margins set during setup
Costs will be updated to retail the invoices
✅ Note: The system will not send changes to the register. All changes must be reviewed and submitted by a store employee/owner. Ensure that all uploaded invoices have UPC/barcodes printed on them.
3. Review, verify, and submit
Go to the Monitoring Tab to review new items and cost changes
For new items, review the retail price, department, and tax as well as the margins
For cost changes, review the updated costs and margins and update the retail price if needed before verifying the changes and sending the items to the register
Frequently Asked Questions
What happens if my invoice does not have a barcode?
What happens if my invoice does not have a barcode?
Invoices without a barcode will need to be manually reviewed and adjusted. Make sure to verify the invoice details before proceeding.
Can I review the changes before submitting?
Can I review the changes before submitting?
Yes, all changes will be listed in the Monitoring Tab before submitting them to the register.
How do I update cost or retail price for new items?
How do I update cost or retail price for new items?
The system attempts to match new items with existing ones based on cost.
If no match is found, the setup margins will be used to calculate the retail price. You can adjust the cost or retail price manually if needed.
Do I need to do anything after the draft is uploaded?
Do I need to do anything after the draft is uploaded?
Yes, after uploading the draft, verify the new items and costs, and submit the changes to the register manually.