Introduction to coreSTORE

coreSTORE is a powerful, all-in-one business management platform that goes far beyond the capabilities of a traditional point-of-sale system. Designed to streamline operations and support diverse business needs, coreSTORE integrates sales, inventory, customer management, analytics, and compliance into a unified platform.

With robust tools for managing inventory across multiple locations, processing a variety of sales transactions, and providing insightful analytics, coreSTORE enables businesses to optimize their operations while delivering exceptional customer experiences. Its cloud-based flexibility, mobile compatibility, and seamless integration with e-commerce platforms like coreFORCE ensure businesses can efficiently manage both online and in-store operations.

Whether you’re looking to enhance customer relationships, ensure compliance in regulated industries, or improve overall efficiency, coreSTORE offers a customizable and scalable solution to meet the unique demands of your business.

Looking for video tutorials on this course? Check out the link below for our free online courses featuring videos and detailed step-by-step documentation to support your learning.
Getting Started coreU Course

1. Getting Started With coreSTORE
   In this section, we will explore how to navigate the coreSTORE interface, including its main modules, dashboards, and key features designed to streamline retail operations. Additionally, guidance on accessing Coreware's support resources will be provided to ensure you can resolve any issues efficiently and keep your business running smoothly.

• coreSTORE - Getting Started: Navigating coreSTORE Dashboard
• coreSTORE - Getting Started: Navigating coreSTORE s Chat and AI Features

2. General Company Settings
   In this section, we will guide you through configuring your company information, setting up tax rates, defining return policies, establishing payment types, and configuring your register to accurately track payments. These steps ensure your coreSTORE setup aligns with your business operations and complies with relevant regulations.

• coreSTORE - Getting Started: Company Information
• coreSTORE - Getting Started: Setting up Basic Taxes
• coreSTORE - Getting Started: Establishing Store Policies
• coreSTORE - Getting Started: Managing Payment Types
• coreSTORE - Getting Started: Configuring Payment Tracking

3. Managing Location Settings
   In this section, we will cover how to set up your locations in coreSTORE, including adding contact information for each. We will also guide you through configuring registers and setting up location-specific tax authorities, ensuring accurate tax rates for businesses with multiple locations.

• coreSTORE - Getting Started: Location Configuration
• coreSTORE - Getting Started: Configuring your Registers
• coreSTORE - Getting Started: Establishing Location Specific Taxes and Fees

4. Managing Employee Setup
   In this section, we will cover how to configure employees in coreSTORE, including assigning permissions manually and utilizing employee templates to streamline the setup process. These steps help ensure employees have the appropriate access levels for their roles.

• coreSTORE - Getting Started: Employee Settings
• coreSTORE - Employee: Creating a New Employee in coreSTORE
• coreSTORE - Employee: Managing Employee Permissions
• coreSTORE - Employees: Creating a Permission Template in coreSTORE
• coreSTORE - Employees: Steps to Assign the Permission Template Access in coreSTORE

5. Creating Suppliers
   In this section, we will cover how to create a new supplier, a vital step in managing and ordering inventory in coreSTORE. Establishing suppliers ensures seamless inventory procurement and tracking within the system.

• coreSTORE - Purchasing: Navigating the Supplier Dashboard
• coreSTORE - Purchasing: Managing Suppliers

6. Inventory Creation
   In this section, we will cover general item settings, how to establish your taxonomy, and the process of creating new items for sale in coreSTORE. These steps are essential for organizing and managing your inventory effectively.

• coreSTORE - Getting Started: Item Settings
• coreSTORE - Inventory: Item Dashboard
• coreSTORE - Inventory: Managing Categories
• coreSTORE - Inventory: Creating Brands
• coreSTORE - Inventory: Adding a New Item
• coreSTORE - Inventory: How to create a generic service item
• coreSTORE - Inventory: Track serialized items that do not require bound book records
• coreSTORE - Inventory: Variations

7. Customer Creation
   In this section, we will cover how to create new customer profiles in coreSTORE. This enables you to track transactions and purchase history for each customer, enhancing customer management and service.

• coreSTORE - Customers: How to Import Customers
• coreSTORE - Sales: Exploring the Customer Dashboard
• coreSTORE - Customer: How to add a New Customer

8. Daily Operations
   In this section, you will find guides covering essential daily operations, including receiving inventory, opening your cash drawer, setting up general sales settings, processing sales and returns, and closing your register at the end of the day. These steps ensure smooth and efficient store management.

• coreSTORE - Getting Started: Settings for Purchasing Receiving and Transfers
• coreSTORE - Purchasing: Navigating the Purchasing Dashboard
• coreSTORE - Purchasing: Quick Steps to Receive Items into Inventory
• coreSTORE - Purchasing: Receiving Serialized Items against a Purchase Orders
• coreSTORE - Getting Started: How to Add a Custom Suspended Sale Type in coreSTORE
• coreSTORE - Sales: Quick steps for processing a sale
• coreSTORE - Sales: How to sell Gift Cards
• coreSTORE - Sales: How to pay using a gift card
• coreSTORE - Sales: Processing Returns
• coreSTORE - Sales: Returning a Suspended Sale
• coreSTORE - Sales: Processing a Partial Return Inside of coreSTORE
• coreSTORE - Sales: Quick Steps for Opening and Closing a Register

Updated on: 11/26/2024