Step-by-Step Process:
To Create the Central Price Book
Provide Required Information
Share the PDI Essentials account number for all local stores to be part of the Central Price Book to PDI Customer Support
Choose a local store account with a well-organized set of:
Price book items
Departments
Tax types
Inform the Essentials Customer Support team if you have price groups to import into the Central Price Book.
Key Considerations
⛔ Alert: CStore Essentials does not support Altria Price Book Integration for stores connected to the Central Price Book
Altria Price Book integration works only with individual store accounts
Promotions cannot be copied from local stores to the Central Price Book
Create new promotions within the CPB to ensure consistency and organization
Login to your PDI Essentials account and follow the steps below.
On the top of the screen click on Central Price Book
Next click on Settings
Then click on Mapping
For each local store:
Click the pencil icon next to the store name to map the default department and tax type.
Click on the Map Register Key icon (next to pencil icon), map the CPB departments (left) to the local store departments (right)
Check all pages to ensure no departments are missed
Click Map
4. Map Taxes
Navigate to Central Price Book > Settings > Mapping
On the local store row > Click on the Map Tax Group icon (3rd icon), map the local tax groups (left) to the CPB tax groups (right)
Click Map after all groups are correctly mapped
💡 Note: Changes made in the Central Price Book can be applied to one or all connected stores. However, local stores cannot make changes to the CPB.
Frequently Asked Questions
Can I use the Central Price Book to manage promotions for all my stores?
Can I use the Central Price Book to manage promotions for all my stores?
Yes, promotions can be created and managed in the CPB. However, existing promotions from local stores cannot be copied into the CPB.
New promotions must be created for better consistency.
How do I ensure that item changes in the CPB reflect in local stores?
After mapping departments and taxes, all item changes in the CPB will automatically synchronize with the corresponding departments and tax groups in local stores.- If you're having difficulty editing promotions due to interface issues (e.g., sections appearing off-screen), use scrolling tools to adjust your view. Ensure visibility before making changes and saving.
Can a local store modify the Central Price Book?
Can a local store modify the Central Price Book?
No, local stores linked to the CPB can view the changes but cannot make modifications to the CPB.
What happens if I forget to map a department or tax group?
What happens if I forget to map a department or tax group?
Any unmapped department or tax group will not receive updates from the CPB.
Ensure all departments and taxes are mapped to avoid discrepancies.
Is there a limit to the number of stores that can be linked to the CPB?
Is there a limit to the number of stores that can be linked to the CPB?
There is no specific limit; you can connect multiple stores to a single Central Price Book to manage them centrally.
How often should I update the mappings for departments and taxes?
How often should I update the mappings for departments and taxes?
Mappings should be updated whenever there are changes to the departments or tax groups in your local stores to maintain synchronization.
Can I unlink a store from the CPB?
Can I unlink a store from the CPB?
Yes, stores can be unlinked from the CPB by adjusting the settings in the Manage My Store section. However, any updates from the CPB will no longer apply to unlinked stores.