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Introduction to the Central Price Book (CPB) in PDI C-Store Essentials

This guide provides an overview of the Central Price Book (CPB) in PDI C-Store Essentials and instructions on how to connect it to local stores

Updated over a week ago

Overview of the Central Price Book

To access the Central Price Book, log in to the PDI Essentials dashboard through the website. If the CPB does not appear on your dashboard, log out and log back in using the correct username linked to your account.

  • The Central Price Book (CPB) enables multi-store owners to:

    • Update pricing and item details across multiple locations

    • Create promotions and apply them to select stores

    • Manage store departments and tax groups from a single dashboard

Central Price Book_CStorePro

βœ… Note: While changes made in the CPB are pushed to local stores, local store accounts cannot modify the CPB

Note: Ensure the initial setup, including department and tax mappings, is completed before utilizing the CPB.

Step-by-Step Process

1. Log in to Your C-Store Essentials Web Account

  • Go to the PDI C-Store Essentials login page and sign in

2. Navigate to the Central Price Book Settings

  • On the top of the screen, click Central Price Book

  • Next click on Settings

3. Map Departments

  • Click the Mapping tab

  • Locate the store you want to map and click the pencil icon next to it

  • On the Update Register Key screen, match the CPB departments (left side) to the local store departments (right side)

  • Ensure all departments are mapped, including those on additional pages

  • Click Map to save the changes

βœ… Note: The left column displays CPB departments, while the right column lists the local store departments

4. Map Tax Groups

  • Click the Mapping tab

  • Click the pencil icon next to the store to map tax groups

  • On the Map Tax Group screen, match the Local Store Tax Group (left side) to the CPB Tax Group (right side)

  • Click Map to complete the process

βœ… Note: The left column shows local store tax groups, while the right column shows the corresponding CPB tax groups

Important Notes

  • Currently the Central Pricebook is only accessible through the PDI Essentials website. Mobile applications do not support CPB features such as adding products or updates.

  • Local stores cannot modify CPB settings; only the central account can make updates.

  • Mapping must be completed to ensure price updates and promotions apply correctly.

  • The Central Pricebook feature is available across all plan tiers in PDI Essentials, so no plan upgrade is required.


Frequently Asked Questions

What should I do if I cannot see the CPB feature on my dashboard?

  • Log out and log back in using the correct username linked to your account.

How do I know if the CPB role has been assigned to my account?

  • Check the 'Users' list in your account and ensure the "Central Pricebook" role is assigned to your profile.

Can local stores update the Central Price Book?

  • No, only the central account can modify CPB settings.

What happens if a department is not mapped correctly?

  • If a department is not mapped, price updates and promotions may not apply correctly to the store.

Can I apply changes from CPB to only selected stores?

  • Yes, you can send updates to specific stores instead of applying them to all locations.

How often should I check the department and tax mappings?

  • It is recommended to verify mappings whenever a new store is added or if pricing discrepancies occur.

What should I do if my changes do not appear in local stores?

  • Ensure that all departments and tax groups are mapped correctly and that updates have been sent from CPB to the local stores.

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