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How to Map Discounts by Shell Fuel Rewards or Plenti Loyalty Mapping in Day Reports?

This article outlines the process for mapping Shell Fuel Rewards or Plenti Loyalty in PDI C-Store Essentials Day Reports

Updated over 2 weeks ago
  • For Ruby Sapphire and Commander systems only

  • Fuel Rewards and Plenti Loyalty can be mapped in one of two ways:

    • Under Credit Cards

    • Under General Accounts

Step-by-Step Process

Map Fuel Rewards Under Credit Cards

1. Log in to your PDI C-Store Essentials Account

  • Use your account credentials to access the platform.

2. Add Fuel Rewards to Credit Card Batches

  • On the left side of the screen, click on Day Closing

  • Next click on Stores

  • Click the pencil icon to edit a previous day report

  • Scroll to the Credit Card Batches section and click Edit to open the Enter Credit Card Batches screen

  • Click the “+” button next to Batch Type, then add a new category for Fuel Rewards

  • Close the Credit Card Batches window and save the day report

3. Add a New Tender Type for Fuel Rewards

  • On the top right side of the screen, click on the human silhouette icon

  • Next click on POS Settings

  • Click the Tender Type tab

  • Click the “+” button to add a new tender type

  • On the Add Register Tender Type screen:

    • Enter Register Type ID: 998

    • Select Credit Cards for Day Report Mapping

    • Select Fuel Rewards for Credit Card Account

  • Click Add to save

  • Fuel Rewards will now display under Credit Card Batches

Map Fuel Rewards Under General Accounts

1. Add Fuel Rewards to Other Accounts

  • Log in to your PDI CStore Essentials account.

  • On the left side of the screen, click Other Entries

  • Next click on Settings

  • Then click on Other Accounts

  • Click the “+” button at the top right of your screen and add a Fuel Rewards category

2. Map Fuel Rewards as a Local Account

  • On the left side of the screen, click the human silhouette icon

  • Next click on POS Settings

  • Click the Local Account tab

  • Click the “+” button to add a new mapped account

  • On the Add Register Local Account screen:

    • Enter Register Local Account ID: 998

    • Select Fuel Rewards for Day Report Mapping

  • Click Add Account to save

  • Fuel Rewards will now display under General Accounts


Frequently Asked Questions

Do I need to choose between Credit Cards or General Accounts?

  • Yes, Fuel Rewards must be mapped to one or the other, not both.

What does the Register Type ID or Local Account ID of 998 mean?

  • 998 is a standard ID used to designate Fuel Rewards or Plenti Loyalty entries in reports.

Can I map other loyalty programs the same way?

  • Yes, similar loyalty programs can be mapped using this process with different IDs and names.

What if my POS system is not Ruby Sapphire or Commander?

  • These mapping options are only available for Ruby Sapphire and Commander systems.

  • Other systems may require different configurations.

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