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.

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

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

4. Finish Receiving Transaction:

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 "..."

2. Download the Spreadsheet template:

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

3. Complete the Receiving transaction.

Manual Inventory Adjustments

1. Navigate to the Items View,

Click Inventory:

2. Manually add or subtract from inventory.

Counting Inventory

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

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

Inventory Reports

1. Navigate to Reports view and Select Inventory Reports:

2. Select the desired report:

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

4. View report:

Setting Reorder and Replenishment Points (mins and maxes)

1. Navigate to the Items View,

Click Edit on an Item:

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

3. Enter the Reorder Level and Replenish Level:

4. Click Save.

Email Alerts

To setup email alerts for low inventory:

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

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

Create Purchase Orders

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

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

3. Enter the supplier you are purchasing from:

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

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

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

Look Up Purchase Order

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

2. There will be a list of purchase orders.

Here you can easily edit or print any purchase order by clicking on the linked ID.

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

Updated on: 04/18/2025