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Help and Support
Help and Support
FAQS (Frequently Asked Questions) and Troubleshoot
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67 articles in this collection
Written by
Rainish Sunesara,
Gaurav Shah,
Roman c Arguello
and 1 other
DAILY REPORT
Set or Update Lottery/Lotto Commission Rate & Lottery Service Fee
Set or Update Lottery/Lotto Commission Rate & Lottery Service Fee for Daily Report and Settlement
Written by
Gaurav Shah
Updated over a week ago
Recommended Passport Register Configuration Settings, related to Department/Merchandise Sales
Steps to Correct/Confirm Gilbarco Passport Register's Configuration Settings. Helps calculate Department Net Sales and Discounts correctly.
Written by
Gaurav Shah
Updated over a week ago
Error in AJAX
Error while trying to pull 'Monthly Store Summary' Report. Under Day Closing > Reports > Monthly Totals:
Written by
Gaurav Shah
Updated over a week ago
Set or Update Bill Pay Fee and Cost
Set or Update Bill Pay Fee for Daily Report and Settlement
Written by
Gaurav Shah
Updated over a week ago
Set or Update ATM Fee
Set or Update ATM Fee for Daily Report
Written by
Gaurav Shah
Updated over a week ago
Manual Carry Forward Daily Report
Use Manual Carry Forward method, in order to take Daily Report to the Next Date, at the same time allows you to Save Data & keep it editable
Written by
Gaurav Shah
Updated over a week ago
Set or Update Money Order Fee and Cost
Set or Update Money Order Fee for Daily Report and Settlement
Written by
Gaurav Shah
Updated over a week ago
Auto Carry Forward Daily Report
Auto Carry Forward Daily Report, inorder to SKIP Past Date and SET it onto Current Date. *Skipped Dates and Data will no longer be editable.
Written by
Gaurav Shah
Updated over a week ago
Fuel discount
Fuel discount handling for day reports (having Passport POS-Register)
Written by
Gaurav Shah
Updated over a week ago
Map Safe Drop
Balance your Day Close Report by validating your “Safe Drops”. Map - Safe Drop, to upload it automatically into Daily Report > Total Deposit
Written by
Gaurav Shah
Updated over a week ago
Gas Tank Mappings into Daily Reports
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Written by
Alvin Prasla
Updated over a week ago
Upload Document into Daily Report
Click 'Upload Document', to Attach Files like Register Day Close Report/ScanCopy, Receipts, Invoices into Daily Report
Written by
Gaurav Shah
Updated over a week ago
Map Vendor and Expense Payouts
Mapping Vendor and Expense Payouts will help to auto upload Amount into Daily Report for Cash Purchases and Cash Expenses
Written by
Gaurav Shah
Updated over a week ago
Add and Map Coupon
Written by
Gaurav Shah
Updated over a week ago
Add and Map General/Customer Account
Written by
Gaurav Shah
Updated over a week ago
GROCERY
Upload Document into Grocery Purchase Entry
Click 'Upload Document', to attach files related to the Purchase, like Invoice Scan Copy or EDI file.
Written by
Gaurav Shah
Updated over a week ago
Add, Upload, Retail Fintech's EDI Invoices
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Written by
Roman c Arguello
Updated over a week ago
Entering returned items
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Written by
Roman c Arguello
Updated over a week ago
GAS
Fuel/Pump Test - Adjustment
To adjust the Over/Short due to Fuel/Pump Test, Subtract the 'Out of Pump' Testing figures from Fuel Sold Gallons&Amount under Daily Report
Written by
Gaurav Shah
Updated over a week ago
How to Change Gas Price through CStore Essentials and get Email Alert
Steps to Change/Update Gas Price, Set only Cash Price or Set both Cash & Credit Price for Gas Grades. Get Email Alert for Gas Price changes
Written by
Gaurav Shah
Updated over a week ago
LOTTERY
Reset Lottery
To Delete All the Lottery Data, and Start fresh. It Deletes All Lottery Readings and Reports
Written by
Gaurav Shah
Updated over a week ago
How to Return Partially Sold Game Packs
When a Game Pack been partially sold and is being returned/closed out
Written by
Gaurav Shah
Updated over a week ago
Undo Sold Out Lottery Game Pack
Steps to Undo Sold Out Lottery Game Pack for Locked Date
Written by
Gaurav Shah
Updated over a week ago
BANK
Add/Update Bank Account under PDI-CSE
Set Bank Name, Active/InActive, Next check no., Store's logo, Signature...etc.
Written by
Gaurav Shah
Updated over a week ago
How to Enable Check Printing Alert
With PDI CStore Essentials the store owner can now get an alert via text message, every time an employee prints the check.
Written by
Gaurav Shah
Updated over a week ago
PRICE BOOK
Your Store's Register Department List
Find and Print List of Department ID and Name in CStore Essentials, being Synced from POS-Register
Written by
Gaurav Shah
Updated over a week ago
Acceptable characters and the character limits with Item and Promotion Name
Prevent issues while Scanning or Sending Items, by excluding special characters and limits with Item and Promotion Name
Written by
Gaurav Shah
Updated over a week ago
Update Price by File Upload
Steps and File Format to Update Price by File Upload
Written by
Gaurav Shah
Updated over a week ago
How to Delete Items from CStore Essentials Price Book
Deleting Items from CStore Essentials Price Book, One at a time Or In Bulk
Written by
Gaurav Shah
Updated over a week ago
UnableToSentDueToError
System throws the above Error when it notices Item being Sent to POS-Register, that does not carry any changes
Written by
Gaurav Shah
Updated over a week ago
There was error while creating promo batch for BatchID:-1 ItemID:-1 Message:
Ignore the above Error, as it appears during page load, while trying to send Promotion. It will not affect any Existing or Sent Promotion.
Written by
Gaurav Shah
Updated over a week ago
Ignored Items
To Fix Ignored Items, make sure Item Name, Department, Tax Type and Price are properly Set
Written by
Gaurav Shah
Updated over a week ago
UPC Barcodes
Barcode Format UPC-A and UPC-E, EAN-13 and EAN-8
Written by
Gaurav Shah
Updated over a week ago
Manual PLU or Price Look-Up code
For Items that can not be scanned or do not have UPC numbers. Like DELI Items: Sandwich, Cappuccino, Soup and Coffee etc.
Written by
Gaurav Shah
Updated over a week ago
Linked Items - Bottle/CRV Deposit
Linked Items are associated to a parent item. If a parent item is sold, any linked item is automatically sold as well. e.g. Bottle / CRV Fee
Written by
Gaurav Shah
Updated over a week ago
Find Total number of Items in your PDI-CSE Price Book
Steps to find Total number of Items in your Price Book with CStore Essentials Account
Written by
Gaurav Shah
Updated over a week ago
Find Or Add Departments into CStore Essentials
Steps To Find Existing Department List in CStore Essentials Or To Add&Update New Departments into CStore Essentials, as per POS-Register
Written by
Gaurav Shah
Updated over a week ago
Add Tax Rate into CStore Essentials
Steps to Add Tax Rate into your CStore Essentials Account
Written by
Gaurav Shah
Updated over a week ago
Uploading excel file to PDI CStore Essentials
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Written by
Roman c Arguello
Updated over a week ago
Bulk update purchase information
Update Vendor, Item Cost, Unit/Case etc.. in Bulk
Written by
Gaurav Shah
Updated over a week ago
PAYROLL
Create Employee Clock IN - Clock OUT short-cut
Employee Clock IN - Clock OUT allows to generate Timesheet Report. It is a separate CSE Payroll function, not integrated with POS-Register.
Written by
Gaurav Shah
Updated over a week ago
MOBILE APP
Installing Your Mobile App
CStore Essentials Mobile App for iPhone and Android smartphone
Written by
Gaurav Shah
Updated over a week ago
Android Mobile App for Cipher Lab
This Article provides the link to download mobile app for Android for Cipher Lab
Written by
Rainish Sunesara
Updated over a week ago
Camera Error (in-app error)
Camera Error, while trying to Scan Item UPC Barcode from CStore Essentials Mobile App - Let's Fix it
Written by
Gaurav Shah
Updated over a week ago
invalid response status-6 (Login Error)
Error while trying to login into CStore Essentials Mobile App - Let's Fix it
Written by
Gaurav Shah
Updated over a week ago
invalid response status-4 (Login Error)
Error while trying to login into CStore Essentials Mobile App
Written by
Gaurav Shah
Updated over a week ago
User account is disabled / invalid response status-3 (Login Error)
Error while trying to login into CStore Essentials Account from Website or Mobile App - Let's Fix it
Written by
Gaurav Shah
Updated over a week ago
Grant Access (in-app error)
To access the functionality on Mobile App, you need either Full mobile access or to particular function
Written by
Gaurav Shah
Updated over a week ago
Ups! Sorry, there was an unexpected error (Login Error)
Error while trying to login into CStore Essentials Mobile App
Written by
Gaurav Shah
Updated over a week ago
REPORTS
Sales by Hour Report
Find Your store’s sales by hour. Customize View by Table or Graph. Print or Download to Excel
Written by
Gaurav Shah
Updated over a week ago
How to find Non-Selling Items
Steps to find Non-Selling Items / Item History Report
Written by
Gaurav Shah
Updated over a week ago
Item Sales Report
Find Report for Item Sales and Item Sales by Date.
Written by
Gaurav Shah
Updated over a week ago
Department Sales Report
Find Discount, Promotion, Refund by Department Sales Summary. Generate report by Date, by Month, by Type. Do Sales comparison
Written by
Gaurav Shah
Updated over a week ago
Daily & Monthly Store Summary Report
View Daily and Monthly Store Summary Report, by Sales & Collection
Written by
Gaurav Shah
Updated over a week ago
Extract CSE Price Book into Excel
Steps to Extract CSE Price Book and Save it into Excel, using Item Inventory Report
Written by
Gaurav Shah
Updated over a week ago
Tax Sales Report
Steps to find Tax Sales Report
Written by
Gaurav Shah
Updated over a week ago
Find Live Data Transactions
List out Current and Past Live Data Transactions Summary, Transactions Detail. Short list Void, No Sales, Line Void and Refund
Written by
Gaurav Shah
Updated over a week ago
General Account and Customer Account Report
Manage Loan Paid and Loan Received to Internal Employees and Local Customers
Written by
Gaurav Shah
Updated over a week ago
FAQ
13 Digit UPC Barcodes
As 13 digit UPC Barcodes are not considered to be recognized barcode, there are some limitations while Sending and Reporting these Items
Written by
Gaurav Shah
Updated over a week ago
Steps to Upload POS-Register's PriceBook into CStore Essentials
Steps to Upload POS-Register's PriceBook into CStore Essentials
Written by
Gaurav Shah
Updated over a week ago
Update Store and Contact Information into CStore Essentials
Update Your Store's Address, Phone Number and Email Address into Your PDI CStore Essentials Account
Written by
Gaurav Shah
Updated over a week ago
Create Ticket with Live Chat Support
Create Ticket with Live Chat Support (PDI CSE)
Written by
Gaurav Shah
Updated over a week ago
Share My Screen
Screen Share will allow technician to remote access Computer, inorder to Support/Troubleshoot
Written by
Gaurav Shah
Updated over a week ago
POSLink Utility
Manually upload unprocessed files, generated from Passport or Verifone POS-Registers
Helps to manually process and upload, stuck Day Close and Live Data Transactions files
Written by
Gaurav Shah
Updated over a week ago
Manually Extract Day Close & Transactions Sales from Verifone Register
Steps to manually Extract missing Day Close and Live Data Transactions Sales, 'From Verifone Register', using CStore Essentials Application
Written by
Gaurav Shah
Updated over a week ago
Auto Sync POS-Register's Departments into your CStore Essentials Account
Update Departments, Tax IDs, Fuel IDs, Tender Types etc. into your CSE Account, as per Gilbarco Passport or Verifone POS-Registers
Written by
Gaurav Shah
Updated over a week ago
Extract Verifone Price Book using POS-Link Utility
Extract Verifone PLUList using POS-Link Utility
Written by
Gaurav Shah
Updated over a week ago