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How to Upload the point-of-sale register's Price Book into C-Store Essentials

This article outlines the process to upload your point-of-sale register's Price Book into C-Store Essentials

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. Start the PDI CStore Essentials Communication Agent

    • On the left side of the screen, click on Store Settings

    • Scroll down to Step 4: Setup my pricebook

    • Click See More

  3. Upload Your Pricebook File

    • Click on the Upload your pricebook file option to begin the upload process

    • You will then need to select whether to download the pricebook template or upload your pricebook file

    • Once you are done, click OK

  4. Wait for the Upload to Complete

    • Allow 10-15 minutes for the PriceBook to upload successfully into CStore Essentials

Frequently Asked Questions

How long does it take for the PriceBook to upload?

  • The upload process typically takes about 10-15 minutes, depending on the size of the file.

What should I do if the upload fails?

  • Ensure that you have a stable internet connection.

  • If the issue persists, restart the upload process or contact PDI Customer Support for assistance.

Can I upload multiple PriceBooks at once?

  • No, only one PriceBook can be uploaded at a time.

  • Please wait for the current upload to complete before starting a new one.

What file format should my PriceBook be in?

  • The PriceBook file should be in a supported format, typically a .csv or .xls file.

  • Refer to the guidelines provided by C-Store Essentials for supported formats.

What if I need to update my PriceBook after uploading?

  • You can upload a new version of the Price Book at any time by following the same process.

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