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How to Handle an Ownership Change in PDI C-Store Essentials

This article outlines the steps to properly transition a PDI C-Store Essentials account when selling a store to a new owner

Updated this week

Step-by-Step Process

  1. Create a New C-Store Essentials Account

    • The new owner must create a new PDI C-Store Essentials account to ensure financial information is not transferred from the previous owner

  2. Schedule a Remote Installation

  3. Transfer Price Book Information

    • During the installation process, PDI C-Store Essentials can transfer price book information, including:

      • Inventory

      • Retail pricing

      • Cost details

      • Departments

    • No financial data will be transferred from the previous owner’s account

  4. Cancel the Previous Account

    • The previous owner should cancel their C-Store Essentials account once the new account is fully set up to avoid any unintended data transfers

Frequently Asked Questions

How can I update store information?

  • Log into your PDI Essentials account, navigate to the top-right corner, and click on the human shadow icon. From there, select Manage My Store and make the desired updates.

How can I update login credentials?

  • Navigate to the Manage My Store page, go to the Users tab, deactivate outdated usernames, and add new ones as needed.

Why does the new owner need to create a new account?

  • Creating a new account ensures that financial data is not transferred from the previous owner to the new owner.

What data will be transferred to the new account?

  • Only price book information (inventory, retail prices, cost, and department details) will be transferred. Financial data will not be transferred.

How can the new owner schedule an installation?

  • The new owner can schedule a PDI C-Store Essentials Remote Installation using the provided link.

What happens if the previous owner does not cancel their account?

  • If the previous account remains active, billing may continue, and financial data could be accessible to the previous owner.

  • It is recommended to cancel the old account once the transition is complete.

  • Key Notes:

    • Support does not generally intervene in ownership updates or related details; most changes can be managed directly within the account.

    • For informal changes, ensuring the timely transfer of login credentials is critical.

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