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How to Add and Link Bottle/CRV Deposit Fees

This article outlines the process to add and link bottle deposit fees in PDI Essentials

Updated over a week ago

Step-By-Step Process

  1. Add the Bottle Fee to Your POS System

    • Before linking a bottle fee in PDI Essentials, ensure the fee has been added to your point-of-sale system

      • If it has not been added please work with your point-of-sale vendor to update it

    • Once the bottle fee has been added into your point-of-sale register, use the same 'code' while mapping the bottle fee into PDI Essentials.

  2. 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

  3. Map the Bottle Fee in C-Store Essentials

    • On the top right side of the screen, click on the human silhouette icon

    • Next click on POS Settings
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    • On the next screen, Click the Linked Code tab
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    • Click the plus + icon to add a new item
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    • Enter the Scan code and Item name (e.g., 1 & $0.10, 2 & $0.20)

    • Click Add to save the information entered
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  4. Link the Bottle Fee to Items

    • Once the Bottle Fee has been added and mapped, it can now be linked to any department Items under PDI-CSE Price Book

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

    • Next click on Items
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    • Select an item to edit or add a new one, you can hover the mouse on the three dots to see the pencil icon or click the three dots to select the edit the item details.
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    • Use the Linked Item dropdown to select the appropriate bottle fee

    • Click the Update Item button to save the changes
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How to assign manual PLU codes and map CRV/Bottle deposit for Gilbarco Passport Users

If your POS system is not configured for CRV, you can use PDI Essentials to manually assign a PLU code, name, and retail price. You can then send the item to the POS, where the scan code can be used to map the CRV and assign it to the corresponding items.

Create Bottle Deposit Item

  1. Go to Price Book > Items

  2. Click Add New Item

  3. Enter the following details:

    • Scan Code: 1001 (example)

    • Item Name: 10c Bottle Deposit

    • Department: Bottle Deposits

    • Tax: Non-Tax

    • Retail Price: $0.10

  4. Click Add Item and close

Once the Bottle Deposit item is created in PDI Essentials and successfully sent to the POS, use the same PLU (scan code) to map the CRV by following the steps above.

Frequently Asked Questions

What is a linked item?

  • A linked item is automatically sold with its parent item.

  • For example, a bottle fee is linked to a bottled beverage.

Do I need to create a separate record for each bottle fee amount?

  • Yes, create a separate PLU for each fee amount required.

Can I link bottle fees to multiple items at once?

  • Yes, use the bulk update option under Price Book for this purpose.

What if the bottle fee isn’t set up in my POS system?

  • You can add the bottle fee directly through C-Store Essentials, as outlined above.

Is linking bottle fees required for all items?

  • No, only items that require a deposit fee need to have a linked bottle fee.

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