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How to Extract CSE Pricebook into an Excel file

This article outlines the process on how to extract your CStore Essentials (CSE) Price Book and save it as an Excel file using the Item Inventory Report

Updated over a month ago

Step-by-Step Process

  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 Price Book

    • On the left side of the screen, click on Price Book

    • Next, click on Inventory by Item

    • Then click on Item Inventory Report

  3. Generate the Report

    • Click Run Report to compile the inventory data

  4. Export to Excel

    • Once the report is done generating, from the top-right corner of the screen, click the Excel button to extract and save the Price Book as an Excel file

    • Once you click the Export to Excel button, the file will automatically start downloading

    • Depending on the size of the file, it may take up to 5 minutes for the download to complete

Frequently Asked Questions

What is the Item Inventory Report?

  • The Item Inventory Report provides a complete list of all items in your CSE Price Book, including relevant details such as UPC codes, item descriptions, prices, and inventory levels.

Can I extract specific items instead of the entire Price Book?

  • The Item Inventory Report is designed to export the full Price Book.

  • For specific items, you can use filtering options within Excel after downloading the file.

What file format is the extracted Price Book saved in?

  • The report is saved in Excel (.xlsx) format, which is widely compatible with spreadsheet software.

How often should I extract my Price Book?

  • It is recommended to extract your Price Book periodically (e.g., monthly) or whenever significant updates are made to ensure you have a current backup or reference.

Can I edit the Price Book directly in Excel and re-import it into CSE?

  • No, edits made in Excel cannot be re-imported into C-Store Essentials. Changes must be made directly within the CSE platform.

Is there a limit to the number of items I can export?

  • There is no limit. The report will include all items in your CSE Price Book regardless of quantity.

What should I do if the export option is not working?

  • Ensure that your browser is compatible and that pop-up blockers are disabled.

  • If the issue persists, contact PDI Customer Support for assistance.

Are promotions and discounts included in the exported Price Book?

  • No, the Item Inventory Report includes item details and inventory levels but does not include active promotions or discounts.

How is the inventory level calculated in the report?

  • The inventory level is based on your most recent updates in the CSE system and reflects current stock quantities.

Can I print the report directly from the platform?

  • Yes, use the Print option from the top-right corner of the report screen for a hard copy.

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