The coreSTORE Dashboard Guide

Created by Ezra Weinstein, Modified on Wed, 26 Oct 2022 at 04:55 PM by Hannah Harris

The Dashboard will show you a quick summary of your Total Sales (1), Total Customers (2), Total Items (3), and Total Item Kits (4). Each button will take you to those specific modules:

  • Total Sales (1) will take you to the Sales module.
  • Total Customers (2) will take you to the Customers module.
  • Total Items (3) will take you to the Items sub-module of the Inventory module.
  • Total Item Kits (4) will take you to the Item Kits sub-module of the Inventory module.

The Common Tasks section (5) will take you to those specific modules:

  • Start a New Sale (A) will take you to the Sales module.
  • Items (B) will take you to the Items sub-module of the Inventory module.
  • Today's detailed sales report (C) will show you an auto-generated Detailed Sales Report.
  • Close Register (D) will take you to the Close Register screen.
  • Start a New Receiving (E) will take you to the PO & Receiving module.
  • Today's closeout report (F) will show you an auto-generated Closeout Report.
  • Today's summary items report (G) will show you an auto-generated Items Summary Report.

Sales Information (6) shows you the sales information for the current month (H) or week (J).

 

 

Tip: Any report that you Add to Favorites (see Reports - How to Add to Favoriteswill appear on the Dashboard in the Common Tasks section (as seen outlined below), and will take you directly to an auto-generated report of that type.

 


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