By default, when a new location is created in CStoreOffice®, its Price Book is empty. To streamline the process of Price Book population, you can import the Price Book data from the cash register set up at the location. Importing Price Book data saves a lot of time and effort as it allows importing a bunch of records in bulk and synchronizing data between the cash register and CStoreOffice®.
To populate your locations created in CStoreOffice® with the price book data quickly and easily, use the following scenarios:
- Scenario 1: First location on the account
- Scenario 2: Second and further locations on the account
- Scenario 3: Importing certain price book data to a location
Scenario 1: First location on the account
After you have just created your account in CStoreOffice® and connected DC Box to your cash register at your first location, the price book from your cash register is automatically imported to the Price Book in CStoreOffice®.
All you need is to verify imported price book data and adjust them, if needed in the following sections of the CStoreOffice®:
- In the Price Management tool. For details, see Price Management.
- In the CR Departments section. For details, see CR Departments.
- In the Promotions section. For details, see Promotions.
Scenario 2: Second and further locations on the account
To populate second and the rest locations on your account with the price book data:
- Launch automatic price book data import from the cash register.
- Verify and adjust imported price book data, if needed.
For more information, see Automatic Price Book Import from CR.
Scenario 3: Importing certain price book data to a location
You may need to import certain price book data to your location. For example, to update items or CR departments data in your current price book with the CR data.
In this case, you can use the Import PB from CR functionality in the Import Tool. Depending on what type of the price book data you need to import from the cash register, learn any of the following sections for more information:
Please note that all items in CStoreOffice® must be classified by categories to ensure correct report data. For more information on how to map newly imported items to categories, see Map Categories.
