coreSTORE - Inventory: Managing Stock/Inventory a Quick Guide
Managing Stock and inventory is easy with coreSTORE.
Receiving
- 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.
- Scan, or enter the items that you are receiving:
- Choose the payment type and add the payment to the receiving.
- Finish Receiving Transaction:
Batch Receiving
coreSTORE allows you to receive items in batch by importing a spreadsheet.
- Go to the PO & Receiving module and select Batch Receiving from the "..."
- Download the Spreadsheet template:
Enter the required data to populate the receiving and upload the file.
- Complete the Receiving transaction.
Manual Inventory Adjustments
- Navigate to the Items View,
Click Inventory:
- 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.
- Click the button in the top right corner labeled New Inventory Count
Inventory Reports
- Navigate to Reports view and Select Inventory Reports:
- Select the desired report:
- Select a date range, Specific items, locations, and weather or not to include manual adjustments.
- View report:
Setting Reorder and Replenishment Points (mins and maxes)
- Navigate to the Items View,
Click Edit on an Item:
- Click on Inventory at the top of the page;
- Enter the Reorder Level and Replenish Level:
- Click Save.
Email Alerts
To setup email alerts for low inventory:
- Click Company > Locations, then click on edit for your location:
- Scroll down and check the box next to Receive Stock Alerts and enter your email address
Create Purchase Orders
- Navigate to Purchasing > PO & Receiving in the sub menu
- Click the Receiving button next to the Show grid button and select Purchase Order:
- Enter the supplier you are purchasing from:
- Add Terms, PO Date, Cancel Date, Invoice number, PO Number, and shipping and handling fees as needed:
- Scan or enter the items that you are ordering:
- Once all the items for this purchase order is filled out, along with all other information, save the purchase order.
Look Up Purchase Order
- Navigate to the Purchase Order Dashboard by clicking Purchasing > Dashboard:
- There will be a list of purchase orders.
Here you can easily edit or print any purchase order by clicking on the linked ID.
- On the details page you will see the edit and print buttons at the top among other functions.
Updated on: 04/18/2025
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