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CSE or CStore Essentinals Store Onboarding

To ensure you find value from partnering with PDI, we have a training dashboard available that will allow you to watch short videos of cStore essentials called PDI-University. We also offer 3 different phases of training listed below.

PDI-University

PDIU is the training dashboard. To register, please follow the link.

Register for Phase 1 Price Book Training Webinar

Webinar Details

Phase 1 Webinar Training: PDI C-Store Essentials Introduction
During the introductory training, the following topics are covered:

  • POS Data Menu: Learn how to navigate and utilize POS data effectively

  • Pricebook Menu: Understand how to manage pricing and product details

  • Users and Security: Discover how to manage user access and security settings

    • To register, please follow the link here

      • Phase 1: Trainings take place on: Tuesdays at 3:30 pm and Thursday 10:30 am Central.

        • Want to learn at your own pace? Watch a previous training session here.

Register for Phase 2 One on One training

Training Details

Phase 2 will be 3 one on one training session. We ask that you are in the store during Day Report and Lottery training sessions.

  • Day Reports : Learn how to reconcile each days activity

  • Gas Delivery: Understand how to input gas delivery, cost and track paying invoices.

  • Lottery: Manage scratch off lottery tickets

    • To register, please follow the link here

Register for Phase 3 Inventory & Vendor Training Webinar

Webinar Details

Phase 3 Webinar Training: Inventory & Vendor Management Overview
During this training, the following topics will be covered:

  • Inventory Adjustments: How to manage and update item inventory

  • Inventory Reports: Accessing and interpreting item-level inventory data

  • Item-to-Case Mapping: Linking item quantities to case quantities for accurate tracking

  • Rebate Management: Managing promotional rebates

  • Vendors: Setting up and maintaining vendor records

  • Retail Invoices: Entering and managing invoices manually

  • EDI Electronic Invoices: Working with electronic invoice imports

    • To register, please follow the link here

      • Phase 3: Trainings take place on: Tuesdays at 10:30am and Thursday 3:30 pm Central.

        • Want to learn at your own pace? Watch a previous training session here.

Frequently Asked Questions

What is the purpose of the Phase 1 Training Webinar?

  • The Phase 1 Webinar is designed to introduce users to the key features of PDI C-Store Essentials, including POS Data, Pricebook management, Scan data reporting, and user security.

Are the webinars interactive?

  • Yes, the webinars provide an opportunity to ask questions and clarify doubts regarding the platform.

Do I need to register separately for each session?

  • Yes, you must register individually for the Tuesday or Thursday session that works best for your schedule.

Can I attend both sessions?

  • Absolutely! If you would like a refresher or missed a session, you can attend either webinar at your convenience or watch the prerecorded video.

How do I join the webinar after registration?

  • After registering, you will receive an email with a link to join the session. Make sure to check your inbox for confirmation details.

What is the purpose of the Phase 3 Training Webinar?

  • This training is designed to help users manage inventory, vendors, and invoices in PDI CStore Essentials effectively.

Is prior training required before attending Phase 3?

  • Yes. It is recommended that you complete Phase 1 and Phase 2 training before attending Phase 3.

What if I'm not free during these times?

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