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Basics of Inventory Management in PDI C-Store Essentials

This article explains the essential steps to successfully manage item-level inventory in your store using PDI C-Store Essentials.

Updated over 2 weeks ago
  • Accurate inventory management helps reduce shrinkage, improve reordering, and ensure product availability

Step-by-Step Process

1. Scan All Sold Items

  • Make sure all items are being scanned at the register

  • This allows PDI C-Store Essentials to track what is being sold in real-time

  • Click here to learn how to add items to your register

2. Link Packs and Cartons

  • Link products like cigarette packs and cartons so inventory adjusts correctly

  • Example: Selling 1 pack subtracts 0.1 cartons from inventory; selling 1 carton subtracts 10 packs

  • Click here to learn how to link pack and carton items

3. Enter Deliveries

  • Record all incoming deliveries so the system knows what was added to your inventory

  • This keeps inventory counts accurate and up to date

  • Click here to learn how to enter deliveries in PDI C-Store Essentials

4. Review Reports and Perform Audits

  • Regularly check your inventory reports to monitor stock levels and identify inconsistencies

  • Perform inventory audits as needed to account for shrinkage or theft


Frequently Asked Questions

What happens if I do not scan an item at checkout?

  • It will not be deducted from your inventory, causing incorrect stock levels.

Why should I link packs and cartons?

  • To make sure inventory is adjusted properly when selling in different units (packs vs. cartons).

What if I forget to enter a delivery?

  • Your inventory will appear lower than it actually is, which can lead to inaccurate reporting and reordering errors.

How often should I do inventory audits?

  • At least monthly, or more frequently for high-shrink or high-value items.

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