Use the CORE Sales Order system to improve order accuracy and automate your sales and procurement processes.
Automate your interactions with vendors and customers with CORE’s simple web service interface.
No need for third-party software! Get manufacturer catalogs from your sales orders or create your own catalog. Adding your products and services to sales orders is a breeze.
CORE enables direct contact with manufacturers, meaning you get real-time contract pricing and model validation any time during a quotation’s life cycle.
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.
Want to be notified when critical events should occur in your business? CORE's streamlined workflows keep your team in the loop at all times.
A single place for every one of your files.
Your file system, organized. Users can store or print directly into CORE’s file depository.
Users can share files with each other, with customers, or with vendors all within CORE. Email overflow: alleviated.
All files related to a specific CORE source with meta data can be searched and organized as you see fit.
CORE’s Data Storage mechanism maximizes storage and searching functions, making files easy to retrieve.
Let communication flow through your 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 integrated email tool.
Anywhere, anytime. Employees or vendors can access CORE’s receiving module from any web browser or mobile device to record and flag products.
Customized and online, Electronic Work Orders allow delivery and installation details to be monitored and completed from the field using CORE’s MOSS (Mobile Operations & Service System) application
Record time- and job-related activities right from the web-based program, from job costing to payroll reporting.
Internal or external providers can schedule and assign resources on the fly from CORE’s web-based tools.
You can customize, configure, and record all your customer activity from one secure place.
Get full access to your records and easily convert golden opportunities into tailored sales quotes.
Synchronize all your contracts, events, and tasks from email servers such as Microsoft Exchange and Google Mail.
Move opportunities from CRM to the sales order process with a few clicks. No need for two systems or re-entry of data.
Automate and accellerate your billing process with CORE's fully integrated Accounts Receivable module.
Focus on job costing so you get a true valuation of your business’ projects. From expenses to reconciliation to WIP, you can process and track all vendor-related transactions.
Track financial performance any time with the ability to customize financial structures and reporting capabilities.
Align compensation to specific orders and claw back any overpayment issues with surprising ease.
Easily track, store, and report performance metrics in comparison to real-time results.
Get a real-time view of all your data from a single, aggregated source. It allows you to monitor all your organization’s essential functions on one screen.
Users are able to build detailed dashboard layouts and filter data that's specific to their needs. They get a real-time status for their own function, allowing them to identify issues before they become a problem.
Configure the blueprint of your warehouses and their layouts. From Warehouse to Skid #, product is easy to receive and locate.
Track and manage multiple types of inventory. With load tools, searches and dashboards, you’ll know what you are storing for your customer and what you have on hand as the dealer.
Compare a bill of materials or existing CORE quote to available inventory. Know what you already have in stock and limit unnecessary product purchases.
Look up inventory with ease and load it directly on to a CORE order. See and select inventory with precision to the tagging level.