coreSTORE - Inventory: Managing Stock/Inventory a Quick Guide
Managing Stock and inventory is easy with coreSTORE.
To Start a receiving transaction, navigate to the Purchasing module. You can click on the Receive Items button at the top of the screen.
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Scan, or enter the items that you are receiving:
Finish Receivings Transaction:
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coreSTORE allows you to receive items in batch by importing a spreadsheet. Go to the Receiving interface and select Batch Receiving from the "..."
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Download the Spreadsheet template:
Enter the required data to populate the receiving and upload the file.
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Complete the Receiving transaction.
Navigate to the Items View,
Click Inventory:
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Manually add or subtract from inventory.
To do an Inventory count, go to the Items view and click on the "..." dropdown button, and then select Count Inventory.
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Navigate to Reports view and Select Inventory Reports:
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Select the Report and Select a date range:
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View report:
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Navigate to the Items View,
Click Edit on an Item:
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Scroll Down until you find the field for Reorder level In Item Information
Enter the new amount and hit Save.
To set up email alerts for low inventory, Navigate to Locations View.
Check the Box next to Receive Stock Alerts and enter your email address
Navigate to the Purchasing Dashboard and click on the Purchase Order Button
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Enter the supplier you are purchasing from, and scan or enter the items that you are ordering.
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**Look Up Purchase Order**
Navigate to the Purchase Order Dashboard, there will be a list of purchase orders.
You can easily edit or print any purchase order.
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Receiving
To Start a receiving transaction, navigate to the Purchasing module. You can click on the Receive Items button at the top of the screen.
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Scan, or enter the items that you are receiving:
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Finish Receivings Transaction:
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Batch Receiving
coreSTORE allows you to receive items in batch by importing a spreadsheet. Go to the Receiving interface and select Batch Receiving from the "..."
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Download the Spreadsheet template:
Enter the required data to populate the receiving and upload the file.
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Complete the Receiving transaction.
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Manual Inventory Adjustments
Navigate to the Items View,
Click Inventory:
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Manually add or subtract from inventory.
Counting Inventory
To do an Inventory count, go to the Items view and click on the "..." dropdown button, and then select Count Inventory.
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Inventory Reports
Navigate to Reports view and Select Inventory Reports:
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Select the Report and Select a date range:
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View report:
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Setting Reorder and Replenishment Points (mins and maxes)
Navigate to the Items View,
Click Edit on an Item:
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Scroll Down until you find the field for Reorder level In Item Information
Enter the new amount and hit Save.
Email Alerts
To set up email alerts for low inventory, Navigate to Locations View.
Check the Box next to Receive Stock Alerts and enter your email address
Create Purchase Orders
Navigate to the Purchasing Dashboard and click on the Purchase Order Button
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Enter the supplier you are purchasing from, and scan or enter the items that you are ordering.
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**Look Up Purchase Order**
Navigate to the Purchase Order Dashboard, there will be a list of purchase orders.
You can easily edit or print any purchase order.
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Updated on: 06/26/2024
Thank you!