coreSTORE - Getting Started: Settings for Purchasing Receiving and Transfers
In this section, we will review the system settings that can impact your purchasing, receiving, and transfer modules in coreSTORE. Understanding and configuring these settings correctly is crucial for ensuring efficient and accurate operations within these modules. By following this guide, you will learn how to adjust the relevant settings to optimize your purchasing and inventory management processes.
Click on Company
To manage your company settings, click "Company" on the left-hand navigation bar. This is your central hub for controlling various business aspects within coreSTORE.
Click on Settings
Within the "Company" section on the left navigation menu, click "Settings" to access and fine-tune various coreSTORE settings specific to your business needs.
Click on Purchase Orders/Receiving/Transfers
"Purchase Orders/Receiving/Transfers" sub-menu. This is where you'll find settings related to managing purchases, receiving inventory, and transferring stock between locations within your system.
Item Id To Show On Receiving's Interface
Receiving item identification: Within "Company" settings and the "Purchase Orders/Receiving/Transfers" sub-menu, you can choose how to identify items when receiving them. You have options like UPC/EAN/ISBN (most common), product ID, or internal item ID. Selecting UPC/EAN/ISBN ensures better standardization for receiving inventory.
Use Purchase Order Number
"Use Purchase Order Number," you can choose how purchase order numbers are assigned during creation or receiving:
Enabled: Lets you manually enter a purchase order number for each receiving transaction.
Disabled: coreSTORE automatically assigns the next available receiving ID as the internal purchase order number.
Require Purchase Order Number
If "Use Purchase Order Number" is enabled (letting you enter them manually), "Require Purchase Order Number" enforces entering a PO number during receiving. This setting has no effect if the system generates automatic PO numbers.
Do Not Allow Receiving Directly On A Purchase Order
Receiving directly on purchase orders (optional): This setting lets you control how products are received against purchase orders:
Enabled: Allows receiving products directly when editing the purchase order.
Disabled: Requires using the dedicated "Receiving" option to process incoming products linked to a purchase order.
On Purchasing Module
Show inactive items when purchasing (optional): This setting lets you decide whether to include inactive items (marked inactive at the item level) in the purchasing and receiving modules. This can be helpful if you occasionally need to purchase an inactive item, but want to maintain clear inventory management overall.
Show Margin On Receiving Screen
Track margins while receiving (optional): Enable "Show Margin on Receiving Screen" to see each item's profit margin during the receiving process. This calculation considers the item's cost price and your selling price. This information can be helpful when deciding whether to adjust your selling price to maintain a healthy profit margin.
Show Open Orders From All Locations
See open orders while receiving (optional): Enabling "Show Open Orders from All Locations" displays customer orders that include the item you're receiving. These will appear on the product tile in the receiving screen, marked as "Order" with the corresponding customer order number. This helps ensure you're fulfilling open orders while receiving new inventory.
Show Item Tags:
View item tags while receiving (optional): Enable "Show Item Tags" to see any tags (like "consignment" or "special order") associated with the inventory item during the receiving process. This helps you stay organized and identify items with specific statuses.
Require Transfer Out Transaction # For Transfer In Transactions
Transfer receipt ID control (optional): Enable "Require Transfer Out Transaction #" to enforce entering a transfer ID when receiving transferred inventory. This ensures you reference the correct outgoing transfer when processing the receiving transaction.
(Advanced) Set Create PO By Location By Default
(Advanced) Set Create PO By Location By Default (optional): This setting integrates with the Buyer's Assist program. When enabled, it automatically creates purchase orders based on the location of the items in your Buyer's Assist cart. This can streamline the purchasing process for location-specific needs.
(Advanced) Set Create Transfer Requests By Default
(Advanced) Set Create Transfer Requests By Default (optional): This setting works with the Buyer's Assist program. When enabled, it automatically generates transfer requests from locations with enough stock to fulfill an order for a requesting location. This helps optimize inventory allocation and fulfill orders efficiently.
(Advanced) Use Reorder/Replenish Levels By Default
(Advanced) Use Reorder/Replenish Levels By Default: This advanced setting (may not apply to all users) automatically populates your Buyer's Assist cart with reorder and replenish levels from your inventory settings. This can save time by pre-filling your cart with suggested order quantities based on your inventory needs.
Hide Payments From Receiving Screen
Hide payments during receiving (optional): Enable "Hide Payments from Receiving Screen" to complete the receiving process without specifying a payment method. This is typically used if you don't track purchase expenses within coreSTORE's reporting.
Disable Confirmation For Complete Receiving
Skip receiving confirmation (optional): Enable "Disable Confirmation for Complete Receiving" to bypass the confirmation prompt asking if you're sure you want to finalize the receiving process. This can save time if you're confident about completing the receiving transaction.
Calculate Average Cost From Receivings
Update cost with receiving (optional): Enable "Calculate Average Cost from Receivings" to automatically update your inventory cost using a cost averaging method whenever you receive new products. This helps maintain accurate cost pricing for your inventory.
Update Item Cost When Receiving:
Update cost per item on receiving (optional): Enable "Update Cost When Receiving" to update the individual cost price for each item you receive.
Hide Suspended Receivings In Reports
Hide suspended receivings in reports (optional): Enable "Hide Suspended Receivings in Reports" to exclude any pending receiving transactions from your reports. This ensures your reports only reflect fully completed receiving processes, providing a clearer picture of your finalized inventory.
Serial # Audit Number?
Batch auditing for large companies (optional): This setting caters to bigger businesses with dedicated accounting teams. It allows for batch auditing of receivings, streamlining the process for back-office accounting groups that handle receiving verifications in bulk.
Cost Code - Enter 10 Letters To Represent Numeric Characters For Cost
Cost codes on inventory labels (optional):
Enable this feature to print cost codes as letters on inventory labels. This secret code helps employees identify product costs without revealing them to customers.
Disable Automatically Adding Customer Through API
Prevent automatic customer creation (optional): Enable "Disable Automatically Adding Customer Through API" to stop coreSTORE from automatically creating new customer entries when data is received through an API (Application Programming Interface).
Allow Fractional Quantities
Enable "Allow Fractional Quantities" to receive inventory in non-whole numbers. This is helpful for items measured by weight or length, allowing you to track them more accurately.
Disable Quantity In Stock From Purchase Orders
Hide in-stock quantities on purchase orders (optional): Enable "Disable Quantity In Stock From Purchase Orders" to prevent your current stock levels from being printed on purchase orders. This can be useful for security reasons, as you might not want to reveal your on-hand inventory to vendors.
Click on Company
To manage your company settings, click "Company" on the left-hand navigation bar. This is your central hub for controlling various business aspects within coreSTORE.
Click on Settings
Within the "Company" section on the left navigation menu, click "Settings" to access and fine-tune various coreSTORE settings specific to your business needs.
Click on Purchase Orders/Receiving/Transfers
"Purchase Orders/Receiving/Transfers" sub-menu. This is where you'll find settings related to managing purchases, receiving inventory, and transferring stock between locations within your system.
Item Id To Show On Receiving's Interface
Receiving item identification: Within "Company" settings and the "Purchase Orders/Receiving/Transfers" sub-menu, you can choose how to identify items when receiving them. You have options like UPC/EAN/ISBN (most common), product ID, or internal item ID. Selecting UPC/EAN/ISBN ensures better standardization for receiving inventory.
Use Purchase Order Number
"Use Purchase Order Number," you can choose how purchase order numbers are assigned during creation or receiving:
Enabled: Lets you manually enter a purchase order number for each receiving transaction.
Disabled: coreSTORE automatically assigns the next available receiving ID as the internal purchase order number.
Require Purchase Order Number
If "Use Purchase Order Number" is enabled (letting you enter them manually), "Require Purchase Order Number" enforces entering a PO number during receiving. This setting has no effect if the system generates automatic PO numbers.
Do Not Allow Receiving Directly On A Purchase Order
Receiving directly on purchase orders (optional): This setting lets you control how products are received against purchase orders:
Enabled: Allows receiving products directly when editing the purchase order.
Disabled: Requires using the dedicated "Receiving" option to process incoming products linked to a purchase order.
On Purchasing Module
Show inactive items when purchasing (optional): This setting lets you decide whether to include inactive items (marked inactive at the item level) in the purchasing and receiving modules. This can be helpful if you occasionally need to purchase an inactive item, but want to maintain clear inventory management overall.
Show Margin On Receiving Screen
Track margins while receiving (optional): Enable "Show Margin on Receiving Screen" to see each item's profit margin during the receiving process. This calculation considers the item's cost price and your selling price. This information can be helpful when deciding whether to adjust your selling price to maintain a healthy profit margin.
Show Open Orders From All Locations
See open orders while receiving (optional): Enabling "Show Open Orders from All Locations" displays customer orders that include the item you're receiving. These will appear on the product tile in the receiving screen, marked as "Order" with the corresponding customer order number. This helps ensure you're fulfilling open orders while receiving new inventory.
Show Item Tags:
View item tags while receiving (optional): Enable "Show Item Tags" to see any tags (like "consignment" or "special order") associated with the inventory item during the receiving process. This helps you stay organized and identify items with specific statuses.
Require Transfer Out Transaction # For Transfer In Transactions
Transfer receipt ID control (optional): Enable "Require Transfer Out Transaction #" to enforce entering a transfer ID when receiving transferred inventory. This ensures you reference the correct outgoing transfer when processing the receiving transaction.
(Advanced) Set Create PO By Location By Default
(Advanced) Set Create PO By Location By Default (optional): This setting integrates with the Buyer's Assist program. When enabled, it automatically creates purchase orders based on the location of the items in your Buyer's Assist cart. This can streamline the purchasing process for location-specific needs.
(Advanced) Set Create Transfer Requests By Default
(Advanced) Set Create Transfer Requests By Default (optional): This setting works with the Buyer's Assist program. When enabled, it automatically generates transfer requests from locations with enough stock to fulfill an order for a requesting location. This helps optimize inventory allocation and fulfill orders efficiently.
(Advanced) Use Reorder/Replenish Levels By Default
(Advanced) Use Reorder/Replenish Levels By Default: This advanced setting (may not apply to all users) automatically populates your Buyer's Assist cart with reorder and replenish levels from your inventory settings. This can save time by pre-filling your cart with suggested order quantities based on your inventory needs.
Hide Payments From Receiving Screen
Hide payments during receiving (optional): Enable "Hide Payments from Receiving Screen" to complete the receiving process without specifying a payment method. This is typically used if you don't track purchase expenses within coreSTORE's reporting.
Disable Confirmation For Complete Receiving
Skip receiving confirmation (optional): Enable "Disable Confirmation for Complete Receiving" to bypass the confirmation prompt asking if you're sure you want to finalize the receiving process. This can save time if you're confident about completing the receiving transaction.
Calculate Average Cost From Receivings
Update cost with receiving (optional): Enable "Calculate Average Cost from Receivings" to automatically update your inventory cost using a cost averaging method whenever you receive new products. This helps maintain accurate cost pricing for your inventory.
Update Item Cost When Receiving:
Update cost per item on receiving (optional): Enable "Update Cost When Receiving" to update the individual cost price for each item you receive.
Hide Suspended Receivings In Reports
Hide suspended receivings in reports (optional): Enable "Hide Suspended Receivings in Reports" to exclude any pending receiving transactions from your reports. This ensures your reports only reflect fully completed receiving processes, providing a clearer picture of your finalized inventory.
Serial # Audit Number?
Batch auditing for large companies (optional): This setting caters to bigger businesses with dedicated accounting teams. It allows for batch auditing of receivings, streamlining the process for back-office accounting groups that handle receiving verifications in bulk.
Cost Code - Enter 10 Letters To Represent Numeric Characters For Cost
Cost codes on inventory labels (optional):
Enable this feature to print cost codes as letters on inventory labels. This secret code helps employees identify product costs without revealing them to customers.
Disable Automatically Adding Customer Through API
Prevent automatic customer creation (optional): Enable "Disable Automatically Adding Customer Through API" to stop coreSTORE from automatically creating new customer entries when data is received through an API (Application Programming Interface).
Allow Fractional Quantities
Enable "Allow Fractional Quantities" to receive inventory in non-whole numbers. This is helpful for items measured by weight or length, allowing you to track them more accurately.
Disable Quantity In Stock From Purchase Orders
Hide in-stock quantities on purchase orders (optional): Enable "Disable Quantity In Stock From Purchase Orders" to prevent your current stock levels from being printed on purchase orders. This can be useful for security reasons, as you might not want to reveal your on-hand inventory to vendors.
Updated on: 06/26/2024
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