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coreSTORE - Inventory: Managing Stock/Inventory a Quick Guide

Managing Stock and inventory is easy with coreSTORE.


Receiving


  1. To Start a receiving transaction, navigate to Purchasing then click on the PO & Receiving module. You can click on the Receiving button at the top of the screen.


Receiving Step 1 Screenshot A


Receiving Step 1 Screenshot B


  1. Scan, or enter the items that you are receiving:


Receiving Step 2 Screenshot


  1. Choose the payment type and add the payment to the receiving.


Receiving Step 3 Screenshot


  1. Finish Receiving Transaction:


Receiving Step 4 Screenshot


Batch Receiving

coreSTORE allows you to receive items in batch by importing a spreadsheet.


  1. Go to the PO & Receiving module and select Batch Receiving from the "..."


Batch Receiving Step 1 Screenshot


  1. Download the Spreadsheet template:


Enter the required data to populate the receiving and upload the file.


Batch Receiving Step 2 Screenshot


  1. Complete the Receiving transaction.


Batch Receiving Step 3 Screenshot


Manual Inventory Adjustments


  1. Navigate to the Items View,


Click Inventory:


Manual Inventory Adjustment Step 1 Screenshot


  1. Manually add or subtract from inventory.


Manual Inventory Adjustment Step 2 Screenshot


Counting Inventory


  1. To do an Inventory count, go to the Items view and click on the "..." dropdown button, and then select Count Inventory.


Inventory Count Step 1 Screenshot


  1. Click the button in the top right corner labeled New Inventory Count


Inventory Count Step 2 Screenshot


Inventory Reports


  1. Navigate to Reports view and Select Inventory Reports:


Inventory Report Step 1 Screenshot


  1. Select the desired report:


Inventory Report Step 2 Screenshot


  1. Select a date range, Specific items, locations, and weather or not to include manual adjustments.


Inventory Report Step 3 Screenshot


  1. View report:


Inventory Report Step 4 Screenshot


Setting Reorder and Replenishment Points (mins and maxes)


  1. Navigate to the Items View,


Click Edit on an Item:


Reorder and Replenishment Step 1 Screenshot


  1. Click on Inventory at the top of the page;


Reorder and Replenishment Step 2 Screenshot


  1. Enter the Reorder Level and Replenish Level:


Reorder and Replenishment Step 3 Screenshot


  1. Click Save.


Reorder and Replenishment Step 4 Screenshot


Email Alerts

To setup email alerts for low inventory:


  1. Click Company > Locations, then click on edit for your location:


Email Alert Step 1 Screenshot


  1. Scroll down and check the box next to Receive Stock Alerts and enter your email address


Email Alert Step 2 Screenshot


Create Purchase Orders


  1. Navigate to Purchasing > PO & Receiving in the sub menu


PO Step 1 Screenshot


  1. Click the Receiving button next to the Show grid button and select Purchase Order:


PO Step 2 Screenshot


  1. Enter the supplier you are purchasing from:


PO Step 3 Screenshot


  1. Add Terms, PO Date, Cancel Date, Invoice number, PO Number, and shipping and handling fees as needed:


PO Step 4 Screenshot


  1. Scan or enter the items that you are ordering:


PO Step 5 Screenshot


  1. Once all the items for this purchase order is filled out, along with all other information, save the purchase order.


PO Step 6 Screenshot


Look Up Purchase Order


  1. Navigate to the Purchase Order Dashboard by clicking Purchasing > Dashboard:


PO Dashboard Step 1 Screenshot


  1. There will be a list of purchase orders.
    Here you can easily edit or print any purchase order by clicking on the linked ID.


PO Dashboard Step 2 Screenshot


  1. On the details page you will see the edit and print buttons at the top among other functions.


PO Dashboard Step 3 Screenshot

Updated on: 04/18/2025

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