Pricebook Management
45 articles
- How to setup and manage Altria Pricebook IntegrationThis article outlines the process set up and use Altria Pricebook Integration in Cstore Essentials.
- Register for Phase 3 Inventory & Vendor Training WebinarThis article outlines the process to register for Phase 3 Training Webinars, which covers inventory and vendor management
- Promotions Version 2 – Manage and Create Promotions with the New ExperiencePromotions Version 2 introduces a new and improved way to create, edit, clone and manage promotions in your account. The updated interface makes it easier to set up discounts, schedule…
- 🪙 How to Round Your Item Prices in Price Book via Bulk UpdateLearn how to quickly round your item prices in PDI Essentials using the Bulk Update feature.
- 🔞 How to Map Age Restriction IDs on PDI EssentialsLearn how to map age restriction IDs in PDI Essentials. This guide will walk you through the complete process of setting up age restrictions on your Essentials account.
- How to Create a JTI LD Cigarettes 2-Pack PromotionThis article walks you through creating a specific promotion example for LD Cigarettes by JTI.
- Understanding UPC BarcodesThis article outlines the different types of barcodes supported in CStore Essentials and how they are used
- How to Add Items with Manual PLU (Price Look-Up) CodesThis article outlines the process to create and configure manual PLU codes for items without UPC barcodes
- How to Add and Link Bottle/CRV Deposit FeesThis article outlines the process to add and link bottle deposit fees in PDI Essentials
- How to Map Tax Rates in PDI EssentialsThis article outlines the process to add tax rates to your PDI CStore Essentials account, ensuring accurate tax calculations for items in your store
- How to Find the Total Number of Items in Your Price BookThis article outlines the process on how to view the total number of items stored in your Price Book using PDI CStore Essentials
- How to Add Items from the Central Price Book in PDI EssentialsThis guide outlines the steps for adding new items to the Central Price Book in PDI C-Store Essentials and sending updates to the register
- How to Add and Delete Modifiers in PDI EssentialsThis article outlines the process to add and delete modifiers in PDI C-Store Essentials
- How to Build Your Initial Pricebook in PDI C-Store EssentialsThis article outlines different options to setup your initial Price Book based on your point-of-sale system and preferences
- How to Create and Manage a Central Price BookThis article outlines the process to create and configure a Central Price Book (CPB) in CStore Essentials to manage multiple stores from a central account
- How to Create Price Groups in PDI C-Store EssentialsThis article outlines the process to create Price Groups in PDI CStore Essentials
- Introduction to the Central Price Book (CPB) in PDI C-Store EssentialsThis 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
- How to Map Cartons and Packs in PDI EssentialsThis article outlines how to map cartons and packs PDI C-Store Essentials
- Purchase Packs: Re-stock Level and Re-order Point (PDI C-Store Essentials)This article outlines the process of updating Re-stock Levels and Re-order Points for items in your Purchase Pack
- How to Upload the point-of-sale register's Price Book into C-Store EssentialsThis article outlines the process to upload your point-of-sale register's Price Book into C-Store Essentials
- Register for Phase 1 Price Book Training WebinarThis article outlines the process to register for Phase 1 Training Webinars, which introduce PDI C-Store Essentials
- How to Create a Single Roll PromotionThis article outlines how to set up a Multi-Can promotion when the customer is buying a single UPC (such as a Roll).
- How to Upload a Pricebook/PLUs in PDI Using an Excel FileFollow the steps below to successfully upload your pricebook into PDI.
- Import Pricebook from Another PDI Essentials AccountYou can import a pricebook from one PDI Essentials account into another.
- How to Add or Enable EBT/Foodstamp in PDI Essentials?This article outlines the process to add or enable EBT/Foodstamp in PDI Essentials.
- How to Add/Update Items in PDI Essentials PricebookThis article outlines the process for adding and updating Items in PDI Essentials Pricebook, using the Desktop and Mobile Application.
- How to Add Child Stores to Your Central Pricebook (CPB) AccountIf you are using the Central Pricebook (CPB) feature, you can link additional stores or child stores to your existing CPB account. Follow the steps below:
- How to Find or Add Departments in C-Store EssentialsThis article explains how to locate existing departments and add or update new departments in PDI C-Store Essentials
- How to Bulk Update Items in the Central Price Book in PDI C-Store EssentialsThis article outlines the steps for performing a bulk update of item prices in the Central Price Book within PDI C-Store Essentials.
- How to Resend Items or Promotion BatchesThis article outlines the process on how to resend items or promotions batches showing "Changes Sent to Register" when they have not yet gone through to the point-of-sale register
- How to Manually Retail an Invoice in PDI C-Store EssentialsThis article outlines the process of manually retailing an invoice in PDI C-Store Essentials.
- How to Set Up a Shipper in PDI C-Store EssentialsThis guide explains what a shipper is and outlines how to set up shipper items and shipper cases in PDI C-Store Essentials
- How to verify changes Sent to RegisterThis article outlines the process to check the status of recent changes sent from C-Store Essentials to your point-of-sale register
- How to Retail EDI Invoices and Manage Purchases in PDI CStore EssentialsThie article walks you through the complete process of retailing your purchases using PDI C-Store Essentials
- How to Bulk Update Item Prices in PDI C-Store EssentialsThis article outlines the process for bulk updating Item prices in C-store Essentials
- How to Bulk Update Purchase Information in PDI EssentialsThis article explains how to bulk update purchase information, such as vendor, item cost, and unit/case details, using the Purchase Packs option in CStore Essentials
- How to Rebatch the Pricebook to your point-of-sale in PDI C-Store EssentialsThis article outlines the process to rebatch the Price Book and send it to the point-of-sale (POS) in PDI CStore Essentials
- How to Print Shelf Labels in PDI C-Store Essentials with a Desktop or Dymo PrinterThis article outlines the process to print shelf labels in PDI CStore Essentials
- How to Extract CSE Pricebook into an Excel fileThis article outlines the process on how to extract your CStore Essentials (CSE) Price Book and save it as an Excel file using the Item Inventory Report
- How to Extract Verifone Price Book Using POSLink UtilityThis article outlines the process to extract the Verifone Price Book using the POSLink Utility
- How to Resolve the "UnableToSentDueToError" MessageThis guide explains why the "UnableToSentDueToError" message appears in CStore Essentials and how you can resolve it.
- How to Delete Items from PDI Essentials PricebookThis article outlines the process to delete items from the PDI Essentials Price Book, either individually or in bulk.
- Unable to See Department List/Department sales in Mobile AppThis article outlines the step by step process to fix issues with department drop downs in Mobile app.
- How to Delete Expired Promotions from PDI EssentialsThis article outlines the step by step process to delete an expired promotion from PDI Essentials.
- How to Update Prices by File UploadThis article outlines the steps and file format requirements to update item prices using the File Upload option in PDI CStore Essentials