Streamline and automate your sales and procurement processes as well as improve order accuracy with the CORE Sales Order system.
Access manufacturer’s catalogs from within your sales orders. There is no need for third party software tools. You can also create your own catalogs, making it easier to add your own products and services to sales orders.
Tax Rate Lookup
Your tax rates will automatically be applied to an order related bill of materials, mining the appropriate information straight from Avalara’s tax rate database.
Stay organized with a single place for all of your files.
Organize your entire file system, allowing users to store or print directly into CORE’s file depository
Users can share files with each other, with customers or vendors all within CORE, reducing the need for emails
All files related to a specific CORE source with meta data can be searched and organized in a variety of ways
CORE’s Data Storage mechanism maximizes storage and searching functions so files are easy to retrieve
Link closely with your business partners. You can automate your interactions with vendors and customers with CORE’s simple web service interface.
You’ll have direct contact with manufacturers inside CORE, so you can get real-time contract pricing and model validation any time during a quotation’s life cycle.
Enhanced Project Management
Let CORE manage your projects with streamlined workflows that notify you when critical events should occur in your business.
Keep communication flowing through your entire organization.
Allow users to track jobs from quote to fulfillment
Use customized notes with author and timestamp information for searching and audit purposes
Pass notes to others throughout tasks and events
Synchronize notes between systems inside the fully integrated email tool
Web Based Receiving
Anywhere, anytime. Employees or vendors can access CORE’s receiving module from any web browser or mobile device to record and flag products.
Record time and job related activities from job costing to payroll reporting right from the web-based program.
Customized and online, Electronic Work Orders allow delivery and installation details to be monitored and completed from the field using CORE’s EWOK mobile application.
Internal or external providers can schedule and assign resources on the fly from CORE’s web-based scheduling tools.
You can customize, configure and record all your customer activity from one secure place.
Synchronize all your contracts, events and tasks from email servers such as Microsoft Exchange and Google Mail.
Get full access to your records and convert opportunities into sales quotes.
Move opportunities from CRM to the sales order process with a few clicks, eliminating the need for re-entry of data and two systems.
Automate and speed up your billing process with our fully integrated Accounts Receivable module.
Track financial performance any time with the ability to customize financial structures and reporting capabilities.
Budget & Performance Reporting
Easily track, store and report performance metrics in comparison to real-time results.
From expenses to reconciliation to WIP, you can process and track all vendor related transactions. CORE’s easy to use Accounts Payable tools focuses on job costing so you get a true valuation of your business’ projects.
Align compensation to specific orders and claw back any overpayment issues with ease.
Get a real-time view of all your data from a single, aggregated source—allowing you to monitor all your organization’s functions.
Each user can access a real-time status for their own function, allowing them to identify issues before they become a problem. Users are able to build detailed layouts and filter data specific to their needs.