See how Elite Core’s intelligent import tools help promotional product distributors move customers, contacts, addresses, representatives, pricing data, decoration matrices, and other business records into a connected system without weeks of manual setup.
Part 1 of the official Elite Core guidebook series. Follow one order from customer setup through project creation, products, pricing, decorations, Presentation, Sales Order and client approval.
Learn how Shipping and Receiving teams receive products against Purchase Orders in Elite Core, including partial receipts, variations, shortages, overages, containers, warehouse placement, linked decoration POs, and receiving history.
A complete end-to-end guide to the Elite Core order lifecycle, from Sales Order approval through Purchase Orders, proofs, artwork, receiving, production, warehousing, shipping, notifications, and the settings that control each stage.
Learn how to add client-facing shipping costs in Elite Core, including when to use Cart > Other Services > Shipping, how to update a production-stage Sales Order, and when related Purchase Orders may need review or regeneration.
Learn how artwork moves through Elite Core from request and design through client review, revisions, approval, and production, including decoration details, logo files, artwork instructions, statuses, and final approval.
Learn how Client Invoices work in Elite Core from Sales Order billing through freight, taxes, deposits, partial invoicing, multiple invoices, sending, editing, and cancellation.
Learn how to create, complete, review, send, edit, and manage Sales Orders in Elite Core, including products, quantities, pricing, costs, charges, taxes, notes, statuses, and cancellation.
Learn how to create, build, customize, preview, send, revise, and convert client Presentations into Sales Orders in Elite Core.
Learn how to prepare a Sales Order for purchasing, generate supplier and decorator Purchase Orders, review the resulting PO groups, and troubleshoot common routing, shipping, and proofing issues in Elite Core.