coreSTORE - Getting Started: Navigating coreSTORE Dashboard
In this article, we will explore the functions available on your coreSTORE Main Dashboard. This includes module navigation, information tiles, favorites, and sales information. By understanding these features, you can efficiently manage and monitor your store's operations from a central location. This guide will help you navigate the dashboard, utilize the information tiles for quick insights, set up favorites for easy access, and keep track of your sales data, ensuring a streamlined and effective workflow.
Module Navigation
Your coreSTORE Command Center: Module Navigation Bar
On the left-hand side of your coreSTORE screen, you'll find the module navigation bar. This acts as your central hub for accessing all the functionalities within coreSTORE. It's a vertical menu (or sidebar) that displays various modules and sub-menus.
Core Features: The navigation bar provides quick access to core functionalities like Inventory, Transactions, Messaging, and potentially others depending on your system configuration.
Sub-menus: Clicking on a main module might reveal sub-menus that offer more granular access to specific features within that category. For example, the "Inventory" module has sub-menus for managing Items, Types, Attributes, and more.
By using the module navigation bar, you can efficiently navigate through coreSTORE and find the tools you need to manage your business operations.
Dashboard Tiles
coreSTORE Dashboard: At-a-Glance Business Snapshot
The coreSTORE Dashboard greets you with a visual summary of key metrics, providing a quick overview of your business performance. These tiles typically display:
Total Sales: Get a snapshot of the total sales processed through your system.
Customer Count: See the number of customers currently in your coreSTORE system.
Inventory Levels: Track the total number of items and potentially the total number of kits (bundled products) within your coreSTORE inventory.
This dashboard helps you stay informed about your core business activities at a glance.
Favorites
coreSTORE Dashboard: Favoriting for Quick Access
The coreSTORE dashboard offers a customization feature to streamline your workflow:
Favorites Section: This area allows you to mark frequently used reports, modules, or other elements as favorites. By favoriting these items, you can create a personalized dashboard that prioritizes the information most relevant to your day-to-day tasks.
Quick Access: Once favorited, these elements will be readily accessible on your dashboard, saving you time previously spent navigating through the coreSTORE menus.
Refer to coreSTORE Help Resources:
For detailed instructions on adding modules or other elements to your favorites list, consult the coreSTORE knowledge base or user manuals. Look for an article titled "How to add modules to the dashboard" for specific steps tailored to your coreSTORE.
Sales Information
coreSTORE Dashboard: Sales Performance at a Glance
The coreSTORE dashboard provides a dedicated section for "Sales Information." This section offers a quick visual representation of your sales data, helping you gauge your business health:
Breakdown by Period: It typically displays a breakdown of your sales figures, showcasing both monthly and weekly sales. This allows you to see trends and performance over shorter and longer timeframes.
Performance Monitoring: By glancing at the sales information tiles, you can get a quick sense of your recent sales activity without needing to delve into detailed reports. This can be helpful for staying on top of your sales performance and identifying any potential areas that might require attention.
Location Selection
Switch Locations on the Fly (Optional):
In the top right corner of your coreSTORE screen, you will see a location selection option. This feature allows you to quickly switch between different store locations (if your system manages multiple stores).
Impact on Inventory & Sales: The selected location determines:
Inventory Management: You'll see and manage inventory levels specific to the chosen location.
Sales Transactions: Sales transactions will be linked to the current location, potentially impacting reporting and data specific to that store.
Note: This functionality might depend on your coreSTORE version and system configuration. Consult your system's documentation or coreSTORE support for confirmation and details on how location selection affects your workflow.
Alerts / Messages
Communication Hub: Messaging Bell Icon
Look for the messaging bell icon in the top right corner of your coreSTORE screen. This acts as your central hub for internal communication and notifications:
Online Order Alerts (Optional): You can see alerts related to new online orders placed through your coreSTORE system. This allows you to stay up-to-date on incoming orders and respond promptly.
Received Messages: Access and view messages sent to you by other users within coreSTORE.
Internal Messaging: Compose and send new messages to colleagues directly from the messaging bell icon (depending on your system configuration). This provides a quick way to communicate with others within coreSTORE without navigating to a separate message center.
Employee Icon
Your User Options: Employee Icon Dropdown
The employee icon in the top right corner of your coreSTORE screen provides a central hub for your user profile and account settings. Here's what you might find:
Ecommerce Admin: This allows you to setup online payment links if your using coreCLEAR merchant processing.
User Switching: Some systems allow you to switch between different user accounts you might have within coreSTORE. This can be useful if you wear multiple hats within the organization.
Time Clock Access (Optional): Depending on your system setup, you might find a "Time Clock" option here. This will allow you to clock in and out of your shift directly within coreSTORE (if your workplace utilizes a digital timekeeping system).
Feedback and Support:
Leave Feedback: An option to provide feedback about your experience using coreSTORE. This can be valuable for suggesting improvements or reporting issues.
Access Support Options: Find resources to get help with coreSTORE, such as links to the knowledge base, user manuals, or a support system.
Manage Your Account and Stay Informed:
The employee icon dropdown offers a variety of options to manage your user account, access system resources, and potentially contribute to improving coreSTORE.
Module Navigation
Your coreSTORE Command Center: Module Navigation Bar
On the left-hand side of your coreSTORE screen, you'll find the module navigation bar. This acts as your central hub for accessing all the functionalities within coreSTORE. It's a vertical menu (or sidebar) that displays various modules and sub-menus.
Core Features: The navigation bar provides quick access to core functionalities like Inventory, Transactions, Messaging, and potentially others depending on your system configuration.
Sub-menus: Clicking on a main module might reveal sub-menus that offer more granular access to specific features within that category. For example, the "Inventory" module has sub-menus for managing Items, Types, Attributes, and more.
By using the module navigation bar, you can efficiently navigate through coreSTORE and find the tools you need to manage your business operations.
Dashboard Tiles
coreSTORE Dashboard: At-a-Glance Business Snapshot
The coreSTORE Dashboard greets you with a visual summary of key metrics, providing a quick overview of your business performance. These tiles typically display:
Total Sales: Get a snapshot of the total sales processed through your system.
Customer Count: See the number of customers currently in your coreSTORE system.
Inventory Levels: Track the total number of items and potentially the total number of kits (bundled products) within your coreSTORE inventory.
This dashboard helps you stay informed about your core business activities at a glance.
Favorites
coreSTORE Dashboard: Favoriting for Quick Access
The coreSTORE dashboard offers a customization feature to streamline your workflow:
Favorites Section: This area allows you to mark frequently used reports, modules, or other elements as favorites. By favoriting these items, you can create a personalized dashboard that prioritizes the information most relevant to your day-to-day tasks.
Quick Access: Once favorited, these elements will be readily accessible on your dashboard, saving you time previously spent navigating through the coreSTORE menus.
Refer to coreSTORE Help Resources:
For detailed instructions on adding modules or other elements to your favorites list, consult the coreSTORE knowledge base or user manuals. Look for an article titled "How to add modules to the dashboard" for specific steps tailored to your coreSTORE.
Sales Information
coreSTORE Dashboard: Sales Performance at a Glance
The coreSTORE dashboard provides a dedicated section for "Sales Information." This section offers a quick visual representation of your sales data, helping you gauge your business health:
Breakdown by Period: It typically displays a breakdown of your sales figures, showcasing both monthly and weekly sales. This allows you to see trends and performance over shorter and longer timeframes.
Performance Monitoring: By glancing at the sales information tiles, you can get a quick sense of your recent sales activity without needing to delve into detailed reports. This can be helpful for staying on top of your sales performance and identifying any potential areas that might require attention.
Location Selection
Switch Locations on the Fly (Optional):
In the top right corner of your coreSTORE screen, you will see a location selection option. This feature allows you to quickly switch between different store locations (if your system manages multiple stores).
Impact on Inventory & Sales: The selected location determines:
Inventory Management: You'll see and manage inventory levels specific to the chosen location.
Sales Transactions: Sales transactions will be linked to the current location, potentially impacting reporting and data specific to that store.
Note: This functionality might depend on your coreSTORE version and system configuration. Consult your system's documentation or coreSTORE support for confirmation and details on how location selection affects your workflow.
Alerts / Messages
Communication Hub: Messaging Bell Icon
Look for the messaging bell icon in the top right corner of your coreSTORE screen. This acts as your central hub for internal communication and notifications:
Online Order Alerts (Optional): You can see alerts related to new online orders placed through your coreSTORE system. This allows you to stay up-to-date on incoming orders and respond promptly.
Received Messages: Access and view messages sent to you by other users within coreSTORE.
Internal Messaging: Compose and send new messages to colleagues directly from the messaging bell icon (depending on your system configuration). This provides a quick way to communicate with others within coreSTORE without navigating to a separate message center.
Employee Icon
Your User Options: Employee Icon Dropdown
The employee icon in the top right corner of your coreSTORE screen provides a central hub for your user profile and account settings. Here's what you might find:
Ecommerce Admin: This allows you to setup online payment links if your using coreCLEAR merchant processing.
User Switching: Some systems allow you to switch between different user accounts you might have within coreSTORE. This can be useful if you wear multiple hats within the organization.
Time Clock Access (Optional): Depending on your system setup, you might find a "Time Clock" option here. This will allow you to clock in and out of your shift directly within coreSTORE (if your workplace utilizes a digital timekeeping system).
Feedback and Support:
Leave Feedback: An option to provide feedback about your experience using coreSTORE. This can be valuable for suggesting improvements or reporting issues.
Access Support Options: Find resources to get help with coreSTORE, such as links to the knowledge base, user manuals, or a support system.
Manage Your Account and Stay Informed:
The employee icon dropdown offers a variety of options to manage your user account, access system resources, and potentially contribute to improving coreSTORE.
Updated on: 06/26/2024
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