Step-by-Step Process
Create a New C-Store Essentials Account
The new owner must create a new PDI C-Store Essentials account to ensure financial information is not transferred from the previous owner
Schedule a Remote Installation
Once the new account is set up, schedule an installation by using the following link: PDI C-Store Essentials Remote Installation
Transfer Price Book Information
During the installation process, PDI C-Store Essentials can transfer price book information, including:
Inventory
Retail pricing
Cost details
Departments
No financial data will be transferred from the previous owner’s account
Cancel the Previous Account
The previous owner should cancel their C-Store Essentials account once the new account is fully set up to avoid any unintended data transfers
Frequently Asked Questions
Why does the new owner need to create a new account?
Why does the new owner need to create a new account?
Creating a new account ensures that financial data is not transferred from the previous owner to the new owner.
What data will be transferred to the new account?
What data will be transferred to the new account?
Only price book information (inventory, retail prices, cost, and department details) will be transferred. Financial data will not be transferred.
How can the new owner schedule an installation?
How can the new owner schedule an installation?
The new owner can schedule a PDI C-Store Essentials Remote Installation using the provided link.
What happens if the previous owner does not cancel their account?
What happens if the previous owner does not cancel their account?
If the previous account remains active, billing may continue, and financial data could be accessible to the previous owner.
It is recommended to cancel the old account once the transition is complete.