Step-by-Step Process
Desktop Process
1. Navigate to Price Book > Items screen.
On the left side of the screen, click on Price Book
Next click on Items
2. Add the New Item
On the top right side of the screen, click on the Add new Item icon to add a new item.
3. Enter the Scan Code
On the next screen, enter the full barcode into the Scan Code field
Next click the Lookup button
4. Update the Item Information
Be sure to update the basic information associated with the store such as the following:
Department
Tax Type
Retail price
All other fields are optional and can be updated later if needed
Once you are ready to send the item to your store, click the Add Item and close button on the bottom right side of the screen
5. Verify the Information
After clicking the Add Item button, you will be redirected back to the Manage Items screen
On the left side of the screen, click on the Price Book option
Then click on the Send to POS option
You will then see a banner on the Send Changes to register screen that states the number of Item changes and Promotion changes that have not been sent to the register yet
To verify the information you just added, click on the Item option in the banner.
You will then see the item that you previously added
Confirm the information is correct
Once you are ready, click the check box on the right side of the item
Then select the send to register option or if you want to undo you can select undo pending changes.
✅ Note: The information can take up to 10 minutes to reflect on the register. If your point-of-sale is a Commander, you will need to log out and log in. If your point-of-sale is a Passport, you will need to click No Sale before the information is updated.
Mobile Application Process
Login on your Mobile Device
Locate the C-Store Essentials app on your mobile device
Login using your Username and Password
✅ Note: The credentials need to have Owner or Mobile Price Book access
Add New Item
After signing in, click on the Manage Price Book option
Next enter the Barcode, by manually typing it, or clicking on the camera option to scan the barcode with your mobile device’s camera
✅ Note: To scan the barcode, you will need to Allow the C-Store Essentials App, to access your camera. You can either scan the barcode through Camera or just enter it manually from mobile app.
After scanning the barcode with your mobile devices camera, the item will automatically be looked up and displayed on your screen
Update the Price, Department, and Tax Type for the item
Click the Save Changes option at the bottom of the screen, once you are ready.
Send the Information to the register
Click on the menu option on the top right side of the screen
Next click on Price Book
Then click on Send Changes To Register
On the next screen, click on the Send Items to Register option
Once complete you will see the All Items Sent Successfully message
