Inventory Management
24 articles
How to confirm Item and Promotion Names are Compatible in CStore EssentialsThis article outlines acceptable characters and character limits for item and promotion names in CStore Essentials to prevent scanning or data transmission issues
How to Upload Documents into Grocery Purchase EntryThis article outlines how to upload supporting documents, such as an invoice scan or EDI file, to your grocery purchase entries
How to Map Vendor and Expense PayoutsThis article outlines how to map vendor and expense payouts in CStorePro to automatically upload amounts into the Daily Report for cash purchases and expenses
Basics/Setup
pending
How to Add and Upload Retail Fintech's EDI InvoicesThis article outlines how to upload supporting documents, such as an invoice scan or EDI file, to your grocery purchase entries
How to Enter Returned Items in C-store EssentialsThis article outlines the process for logging returned items in Cstore Pro, using the Desktop and Mobile Application
How to Adjust the Inventory by Category in C-Store EssentialsThis article outlines the process to adjust inventory by category in PDI C-Store Essentials.
How to Adjust Item Inventory in PDI C-Store EssentialsThis article outlines the process of Adjusting Item inventory in C-Store Essentials
Basics of Inventory Management in PDI C-Store EssentialsThis article explains the essential steps to successfully manage item-level inventory in your store using PDI C-Store Essentials.
How to Adjust Inventory for Wastage, Expired Item by CategoryThis article outlines the process to adjust inventory for expired or researched items in PDI C-Store Essentials.
How to Change Product CodeThis article explains how to configure product codes in C-Store Essentials to support loyalty programs like Shell Rewards and Plenti
How to complete Inventory Adjustment and Zero Out InventoryThis article outlines the process to manage inventory adjustments and zero out inventory in CStore Essentials, ensuring accurate and up-to-date stock levels
How to Create a Category in PDI C-Store EssentialsThis article outlines the process to create a category in PDI C-Store Essentials.
Vendors & Purchases
pending
How to Add and Map Coupons, General, and Customer AccountsThis is article outlines the process to manage Coupons, General Accounts, and Customer Accounts
How to Apply Credit to an Invoice in PDI C-Store EssentialsThis guide explains how to apply credit to an invoice by entering a negative quantity when retailing a purchase
How to Set Up Automatic Retailing (Single Category Retailing) in PDI C-Store EssentialsThis article outlines the process to configure Automatic Retailing and Single Category Retailing in PDI C-Store Essentials.
How to Enter a Purchase Invoice in PDI C-Store EssentialsThis article outlines how to enter a purchase invoice in PDI C-Store Essentials to keep track of your store's expenses and vendor payments
How to Enter and Track Store Expenses in Your InvoiceThis article outlines the process of creating the department, setting up the expense item, and entering the cost in your invoice
How to Upload a Purchase Invoice Document in PDI C-Store EssentialsThis article outlines the process to upload purchase invoice documents in PDI C-Store Essentials.
How to Manage Vendors in C-Store EssentialsThis article outlines how to add, delete, or edit vendors in C-Store Essentials
How to Use Multiple Category Retailing in PDI C-Store EssentialsThis guide outlines how to enter purchase invoices for vendors that supply inventory across multiple categories, such as Sam’s Club or Costco
PDI C-Store Essentials Automatic Invoice RetailingThis article outlines the process of using PDI C-Store Essentials Automatic Invoice Retailing service
How to Set Up Rebate Tracking in PDI C-Store EssentialsThis article outlines how to set up a rebate program, assign items, calculate and track expected rebate payments, and run rebate reports
How to Receive Deliveries in PDI C-Store EssentialsThis article outlines instructions for receiving deliveries using each method
How to Set Up EDI Files in PDI C-Store EssentialsThis article outlines the process of setting up Electronic Data Interchange (EDI) files in PDI C-Store Essentials