Find your way around Serotre Ops.

Follow the core setup and daily workflows, then find quick answers for accounts, plans, imports, and barcode scanning.

Start with workspace setup

Getting started

  1. 01

    Create your workspace

    Sign in with Google and complete your organization profile.

  2. 02

    Add your products

    Add products manually or import your existing catalog from a spreadsheet.

  3. 03

    Set opening inventory

    Record current stock so Serotre begins with the quantities your business already has.

  4. 04

    Add suppliers and customers

    Create them manually or import existing records.

Purchasing and inventory

  1. 01

    Create a Purchase List

    Plan what needs to be bought before deciding which supplier will provide each item.

  2. 02

    Create a Purchase Order

    Record the products, quantities, destination warehouse, and supplier costs.

  3. 03

    Receive a Purchase Order

    Record full or partial arrivals and update stock from the quantities received.

  4. 04

    Adjust or Transfer Stock

    Record corrections with reasons or move inventory between warehouses.

Customer operations

  1. 01

    Create a quotation

    Prepare customer pricing before an order is confirmed.

  2. 02

    Convert a quotation

    Turn an accepted quote into a customer order.

  3. 03

    Fulfill an order

    Convert confirmed customer demand into a recorded sale.

  4. 04

    Record customer credit

    Charge eligible account sales to the customer's credit ledger.

  5. 05

    Record a payment

    Settle customer charges and update the account balance.

  6. 06

    Create a delivery

    Schedule and track delivery for an order or sale.

Reports and visibility

  1. 01

    Sales

    Review totals, trends, products, categories, branches, and payments.

  2. 02

    Inventory

    Review stock quantities, stock state, and inventory value.

  3. 03

    Cost & Margin

    Understand COGS, gross profit, and gross margin.

  4. 04

    Supplier Pricing

    Compare recent and historical supplier costs.

  5. 05

    Customers

    Review customer sales contribution and account performance.

Account and billing

Manage users, branches, and warehouses
Configure payment methods and SKU settings
Upload a business logo when entitled
Review plan usage and upgrade the subscription

Common questions

Is Serotre a BIR-accredited POS?

No. Serotre records operational sales and payments but does not issue official BIR invoices.

Can I start free?

Yes. Sign in with Google and create a Free workspace without a credit card.

What happens when a paid plan expires?

Your records remain preserved and access falls back to the Free plan until paid access is restored.

Can users be limited to a branch?

Users can have a default branch and permission preset. Available branch capacity depends on the plan.

How does barcode scanning work?

Product barcode entry and search are included with Products. Eligible paid plans add camera scanning for purchasing, sales, and stock workflows.

What can I import?

Serotre supports XLSX or CSV imports for products, suppliers, customers, and opening stock.

Need help with your setup or workflow?

Tell us what you are trying to do and we will point you in the right direction.