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# coreSTORE - Manual: Getting Started for General Retail


# 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](https://coreu.coreware.com/course/corestore-getting-started-for-general-retail)

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](https://care.coreware.com/en-us/article/corestore-getting-started-navigating-corestore-dashboard-o5iwoo/)
* [coreSTORE - Getting Started: Navigating coreSTORE s Chat and AI Features](https://care.coreware.com/en-us/article/corestore-getting-started-navigating-corestore-s-chat-and-ai-features-1ynte17/)

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](https://care.coreware.com/en-us/article/corestore-getting-started-company-information-14tjn4k/)
* [coreSTORE - Getting Started: Setting up Basic Taxes](https://care.coreware.com/en-us/article/corestore-getting-started-setting-up-basic-taxes-y47dqi/)
* [coreSTORE - Getting Started: Establishing Store Policies](https://care.coreware.com/en-us/article/corestore-getting-started-establishing-store-policies-1v0qghd/)
* [coreSTORE - Getting Started: Managing Payment Types](https://care.coreware.com/en-us/article/corestore-getting-started-managing-payment-types-1k7txeq/)
* [coreSTORE - Getting Started: Configuring Payment Tracking](https://care.coreware.com/en-us/article/corestore-getting-started-configuring-payment-tracking-5wzuvc/)

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](https://care.coreware.com/en-us/article/corestore-getting-started-location-configuration-arbz8e/)
* [coreSTORE - Getting Started: Configuring your Registers](https://care.coreware.com/en-us/article/corestore-getting-started-configuring-your-registers-11d8ve1/)
* [coreSTORE - Getting Started: Establishing Location Specific Taxes and Fees](https://care.coreware.com/en-us/article/corestore-getting-started-establishing-location-specific-taxes-and-fees-vc6mbj/)

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](https://care.coreware.com/en-us/article/corestore-getting-started-employee-settings-1jikq82/)
* [coreSTORE - Employee: Creating a New Employee in coreSTORE](https://care.coreware.com/en-us/article/corestore-employee-creating-a-new-employee-in-corestore-nd4m4w/)
* [coreSTORE - Employee: Managing Employee Permissions](https://care.coreware.com/en-us/article/corestore-employee-managing-employee-permissions-vq37f2/)
* [coreSTORE - Employees: Creating a Permission Template in coreSTORE](https://care.coreware.com/en-us/article/corestore-employees-creating-a-permission-template-in-corestore-1pdgzj6/)
* [coreSTORE - Employees: Steps to Assign the Permission Template Access in coreSTORE](https://care.coreware.com/en-us/article/corestore-employees-steps-to-assign-the-permission-template-access-in-corestore-1qbhqos/)

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](https://care.coreware.com/en-us/article/corestore-purchasing-navigating-the-supplier-dashboard-1r7b1ps/)
* [coreSTORE - Purchasing: Managing Suppliers](https://care.coreware.com/en-us/article/corestore-purchasing-managing-suppliers-19rrkjx/)

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](https://care.coreware.com/en-us/article/corestore-getting-started-item-settings-tni2d7/)
* [coreSTORE - Inventory: Item Dashboard](https://care.coreware.com/en-us/article/corestore-inventory-item-dashboard-1yrip87/)
* [coreSTORE - Inventory: Managing Categories](https://care.coreware.com/en-us/article/corestore-inventory-managing-categories-f4i83w/)
* [coreSTORE - Inventory: Creating Brands](https://care.coreware.com/en-us/article/corestore-inventory-creating-brands-vhydud/)
* [coreSTORE - Inventory: Adding a New  Item](https://care.coreware.com/en-us/article/corestore-inventory-adding-a-new-item-1adtzy7/)
* [coreSTORE - Inventory: How to create a generic service item](https://care.coreware.com/en-us/article/corestore-inventory-how-to-create-a-generic-service-item-xal7g3/)
* [coreSTORE - Inventory: Track serialized items that do not require bound book records](https://care.coreware.com/en-us/article/corestore-inventory-track-serialized-items-that-do-not-require-bound-book-records-1deoeyi/)
* [coreSTORE - Inventory:  Variations](https://care.coreware.com/en-us/article/corestore-inventory-variations-1w5axhu/)

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](https://care.coreware.com/en-us/article/corestore-customers-how-to-import-customers-15mp5x5/)
* [coreSTORE - Sales: Exploring the Customer Dashboard](https://care.coreware.com/en-us/article/corestore-sales-exploring-the-customer-dashboard-rr1st/)
* [coreSTORE - Customer: How to add a New Customer](https://care.coreware.com/en-us/article/corestore-customer-how-to-add-a-new-customer-17bmr6o/)

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](https://care.coreware.com/en-us/article/corestore-getting-started-settings-for-purchasing-receiving-and-transfers-148yk91/)
* [coreSTORE - Purchasing: Navigating the Purchasing Dashboard](https://care.coreware.com/en-us/article/corestore-purchasing-navigating-the-purchasing-dashboard-1m22f6k/)
* [coreSTORE - Purchasing: Quick Steps to Receive Items into Inventory](https://care.coreware.com/en-us/article/corestore-purchasing-quick-steps-to-receive-items-into-inventory-syis4l/)
* [coreSTORE - Purchasing: Receiving Serialized Items against a Purchase Orders](https://care.coreware.com/en-us/article/corestore-purchasing-receiving-serialized-items-against-a-purchase-orders-2viwd8/)
* [coreSTORE - Getting Started: How to Add a Custom Suspended Sale Type in coreSTORE](https://care.coreware.com/en-us/article/corestore-getting-started-how-to-add-a-custom-suspended-sale-type-in-corestore-1c2gih0/)
* [coreSTORE - Sales: Quick steps for processing a sale](https://care.coreware.com/en-us/article/corestore-sales-quick-steps-for-processing-a-sale-12j4rll/)
* [coreSTORE - Sales: How to sell Gift Cards](https://care.coreware.com/en-us/article/corestore-sales-how-to-sell-gift-cards-ki6y60/)
* [coreSTORE - Sales: How to pay using a gift card](https://care.coreware.com/en-us/article/corestore-sales-how-to-pay-using-a-gift-card-16nh63y/)
* [coreSTORE - Sales: Processing Returns](https://care.coreware.com/en-us/article/corestore-sales-processing-returns-1ea9yud/)
* [coreSTORE - Sales: Returning a Suspended Sale](https://care.coreware.com/en-us/article/corestore-sales-returning-a-suspended-sale-lxpsqg/)
* [coreSTORE - Sales: Processing a Partial Return Inside of coreSTORE](https://care.coreware.com/en-us/article/corestore-sales-processing-a-partial-return-inside-of-corestore-1eevukw/)
* [coreSTORE - Sales: Quick Steps for Opening and Closing a Register](https://care.coreware.com/en-us/article/corestore-sales-quick-steps-for-opening-and-closing-a-register-1qgcz0g/)