This guide explains how to add products to your price book using CStoreiQ’s back-office system. Follow these steps to manage your inventory effectively and set pricing across your stores.

Step 1: Access the Price Book

1. Log in to your CStoreiQ account.

2. Go to the Price Book section from the main dashboard.

3. Click on Manage Items.

Step 2: Add a New Item

1. Locate the Add Item Button:

• On the Manage Items page, click on the Add Item button in the top-right corner.

2. Enter or Scan UPC Code:

• If you have a scanner, connect it to your PC and scan the product barcode. The system will automatically load the barcode.

• Alternatively, manually enter the UPC code and press Tab.

3. System Check for Existing Product:

• The system checks if the product exists.

• At the store level.

• At the company level.

• In the Master Price Book (a centralized item table for all companies).

• If the product is not found, you’ll need to enter its details manually.

Step 3: Enter Product Details

1. Fill in the following fields:

• Name: Provide a descriptive product name.

• Department: Assign a department such as "E-Cigarette."

• Units in a Case: Define how many units are in one case (e.g., 1 for a single unit in a case. ).

• Unit of Measure: Specify the measurement type. (e.g., “each”).

• Multi-Pack Option: Indicate whether the product is sold in a multi-pack.(e.g. Beer cans can be sold as 4 pack or 6 packs)

2. Save the Product:

• Once saved, the product is added to the company-level price book but is not yet assigned to any store.

Step 4: Assign Pricing and Store Mapping

1. Click the Edit (pencil icon) under the "Actions" column in the "Pricing" section for a store to assign pricing:

• Selling Price: Input the retail selling price.

• Buying Cost: Enter the cost of purchase.

2. Save Changes:

• Once pricing is assigned to a store, the item is considered mapped to that store and will appear in the Pricebook. If you do not assign a price to the product, it will not appear in the Pricebook search.

Advanced Features

Multi-Pack Setup

1. Enable Multi-Pack:

• Set “Units in a Case” to more than 1.

• Check the Multi-Pack option.

2. Configure Multi-Pack Details:

• Click on the blue Multi-Pack link.

• Add the desired pack size (e.g., 4 units) and assign pricing.

• Save the configuration.

3. Point of Sale (POS) Options:

• At the POS, the cashier can select between single-unit pricing or multi-pack pricing.

• Inventory adjusts accordingly based on the selected option.

Parent and Child Relationships

1. Link Items:

• Example: A cigarette carton (parent) contains 10 packs (child).

• Add a child product by entering its UPC and specifying the quantity in the parent.

2. Inventory Adjustment:

• Selling a carton reduces pack inventory by the specified quantity (e.g., 10 packs).

• Selling a pack reduces the pack inventory directly.

Vendor Management

1. Add Vendors:

• You can manually add vendors to an item to keep track of all the vendors you are buying the product from. 

• Add the vendor’s item code for quick lookup in future vendor invoices.

2. Auto-Populated Vendors:

• Vendors are also auto-added based on invoices.

Price Groups

1. Group Products:

• Create price groups (e.g., all Marlboro products).

• Assign products to these groups for easier bulk price updates.

2. Manage Price Groups:

• Navigate to the Price Groups section to create or edit groups.

Linked Items

1. Set Up Promotions:

• Link promotional items (e.g., items with a 25-cent discount) to their base item.

• Assign relative pricing based on manufacturer guidelines.

2. Automate Updates:

• Changes to base item prices automatically update linked promotional items.

Tips for Efficient Management

• Always scan or input the correct UPC to avoid duplicates.

• Use price groups for easy bulk pricing updates.

• Establish parent-child relationships for products sold in varying quantities to maintain accurate inventory.

• Regularly update vendor item codes for smooth invoice processing.