Learn how proofs added during the Sales Order stage carry into the Purchase Order workflow, how supplier and decorator proofs are attached later, and how proofs are sent to customers for approval in Elite Core.
Learn how supplier shipping, decorator routing, Ship To destinations and shipping instructions determine how Elite Core groups and generates purchase orders.
Learn how to create a project in Elite Core, select the correct customer, enter key project details, and begin working from the project workspace.
Learn how to search for an existing customer, avoid duplicate records, and create a new customer in Elite Core.
Learn how to add catalogue and custom products to an Elite Core project, review supplier and product details, and prepare items for quantities, pricing, and decoration.
Learn how to select product variants, enter colours, sizes and quantities, and confirm the item breakdown before pricing and decoration in Elite Core.
Learn how to enter supplier costs, set customer pricing, review margins, and confirm the pricing breakdown before adding decorations or generating an estimate in Elite Core.
Learn how to add decoration methods, placements, artwork, decorator routing and pricing to products in an Elite Core project.
Learn how to add setup charges, freight, shipping and other services to an Elite Core project before reviewing pricing and generating an estimate.
Learn how to generate, preview and review a customer estimate from an Elite Core project before sending it to the customer.