Back Office & Operations Page v3

Back Office
& Operations

Gain better control of your daily operations and know what is going on in your store in real-time. Reduce errors and minimize risk with accurate reporting and automated processes.
Easily Manage Operations

Why You Need a Back Office & Operations Software

Whether you manage one store or multiple, CStore Essentials gives you the tools you need to easily manage and operate your store. With our solution, you can eliminate manual processes, reduce errors, and see everything going on in your store from anywhere.

Easy to Use

From one login, you can access your pricebook, inventory, daily reporting, and services. Even when you’re on the go, you can view live sales, manage your pricebook, receive purchases, and more, all from the CStore Essentials
mobile app.

Save Time

We are constantly working to improve user experience to save you time on important tasks in your store. With the CStore Essentials platform, you can automate processes that you’re currently doing manually – minimizing the risk for error and letting you spend more time on the things that matter most. 

What Do You Get?

Pricebook
Pricebook

With our pricebook, we utilize what is currently in your system and copy it into your CStore Essentials account. You can add the cost of items at an individual level, show margins, and do item-level inventory from anywhere. Our mobile app allows you to scan an item and add it to your pricebook and help you start scanning in full – reducing manual errors. 

Inventory Management
Inventory Management
Manage real-time item and category levels by employees scanning inventory, receiving inventory at item-level, doing audits on what’s on the shelves versus what’s in your system, all from the CStore Essentials mobile app. 
Daily Reporting
Daily Reporting
Easily create customizable daily reports to show all sales going on in your store and eliminate manual entry. Run automated reports for your product sales, fuel sales, and payments to achieve
financial reconciliation. 
Live Sales
Live Sales
See every transaction going on in your store in real-time and in detail. Understand each line void, transaction void, and no-sale ring up from anywhere. Access the complete Z report from your register with in-store sales, fuel sales, credit card batches and pay-ins, and pay-outs. 
Lottery Management
Lottery Management

Save time on lottery services by using your phone to scan lottery deliveries, games, and packs that automatically update in the CStore Essentials platform. With our back office, you can access lottery reports like scratch-off reports, inventory, lottery and lotto, and balance reports. 

 

Fuel Management
Fuel Management
Manage all your fuel tasks from one place with the ability to receive fuel deliveries and enter the cost, settle balances from the jobber, and change prices from your back office. Our platform also allows you to track inventory and tank reports for the EPA and your state's regulations.
Promotions
Promotions
Easily create promotions for your customers directly from your back office. Create auto-expiring promotions that not only increase consumer loyalty but increase basket size and sell more items off your shelves! 
Services
Services
Keep track of the services you provide your customers. Ring in money orders to show how many have been completed. Provide services like check cashing and bill pay right at your POS system. If you’re running your own check cashing, it registers into the CStore Essentials system. See all these transactions on your daily reports at the end of each day.
User Access Level
User Access Level
C-store owners can easily customize access for all employees based on what their role is in the store. Give your operators the ability to manage daily tasks when you’re away to stay on top of operations.  

POS Systems We Support

gilbarco logo
verifone logo

PDI CStore Essentials Mobile App

Download in the App Store or Google Play.
  • View Live Sales

    View Live Sales

    Look at your store's live POS sales in real-time with the mobile app from anywhere. Monitor all transactions going on in your store with your phone. 

  • Manage Pricebook

    Manage Pricebook

    Easily change prices in your store by scanning the item with your phone that automatically sends the updates to your POS system. Change prices individually or in bulk. 
iPhone
View Live Sales
  • Receive Purchases

    Receive Purchases

    Stay on top of your inventory deliveries by scanning items with your phone. Easily see which invoices aren’t retailed and update new deliveries you receive. 

  • Take Inventory

    Take Inventory

    Update inventory by scanning the barcode with your phone and input the quantity received. Updates automatically get sent to your register. 

Frequently Asked Questions

  • What hardware items do I need?

    What hardware items do I need?

    At the very least, you will need a computer. If you want the pricebook feature, you will need specific cables to connect your back office computer to your POS register. Click here for the Ethernet Cable and here for the USB to Ethernet converter.  

  • Which handheld scanners does PDI CStore Essentials support?

    Which handheld scanners does PDI CStore Essentials support?

    We support several scanners and configurations, from camera-based to Bluetooth and laser scanning. Here are some recommendations to help you choose the right device for you: 

    1. Mobile phone camera (Good) - You can use our free app with the camera on your iOS or Android phone to do all the functions you can from most handheld scanners. 
    2. Socket Bluetooth Scanner (Better) - Attach the Socket Scanner to the back of your mobile device for faster, more ergonomic scanning. Approximate price: $275 
    3. CipherLab RS30 Laser Scanner (Best) - Use a dedicated mobile handheld scanner for super-fast results. Approximate price: $850 
  • Is my data secure?

    Is my data secure?

    Yes. PDI CStore Essentials uses the same technology that online banks and brokerages use to transmit your data over the Internet. Your data is stored safely on servers in industry-leading professionally managed data centers. 
  • Is my data backed up?

    Is my data backed up?

    Yes. We automatically back up your updated data every day and maintain two copies of your data at any time. Your data is stored on firewall-protected, redundant servers, protecting it from viruses, hackers, and hardware and software failures. 

  • What happens if the internet is down?

    What happens if the internet is down?

    If the Internet connection at your location is down, you won't be able to access your PDI CStore Essentials account. However, your POS register will still be available, and you will be able to use it as usual. 

What hardware items do I need?

At the very least, you will need a computer. If you want the pricebook feature, you will need specific cables to connect your back office computer to your POS register. Click here for the Ethernet Cable and here for the USB to Ethernet converter.  

Which handheld scanners does PDI CStore Essentials support?

We support several scanners and configurations, from camera-based to Bluetooth and laser scanning. Here are some recommendations to help you choose the right device for you: 

  1. Mobile phone camera (Good) - You can use our free app with the camera on your iOS or Android phone to do all the functions you can from most handheld scanners. 
  2. Socket Bluetooth Scanner (Better) - Attach the Socket Scanner to the back of your mobile device for faster, more ergonomic scanning. Approximate price: $275 
  3. CipherLab RS30 Laser Scanner (Best) - Use a dedicated mobile handheld scanner for super-fast results. Approximate price: $850 

Is my data secure?

Yes. PDI CStore Essentials uses the same technology that online banks and brokerages use to transmit your data over the Internet. Your data is stored safely on servers in industry-leading professionally managed data centers. 

Is my data backed up?

Yes. We automatically back up your updated data every day and maintain two copies of your data at any time. Your data is stored on firewall-protected, redundant servers, protecting it from viruses, hackers, and hardware and software failures. 

What happens if the internet is down?

If the Internet connection at your location is down, you won't be able to access your PDI CStore Essentials account. However, your POS register will still be available, and you will be able to use it as usual.