Knowledge Base
Explore step-by-step instructions for managing customers, building projects, creating sales documents, coordinating purchasing and production, handling shipping, and keeping every order moving forward.
How to Use the Sales Rep Report in Elite Core
Learn how to use the Sales Rep Report in Elite Core to review booked and invoiced sales, compare performance by rep, team, customer and industry, track budget and forecast views, and export report data.
How to Use the Sales Rep Report in Elite Core
Learn how to use the Sales Rep Report in Elite Core to review booked and invoiced sales, compare performance by rep, team, customer and industry, track budget and forecast views, and export report data.
How to Set Up QuickBooks Online in Elite Core
Learn how to connect QuickBooks Online to Elite Core, configure QBO settings, verify invoice, tax and deposit handling, test accounting mappings, and prepare Finance for production use.
How to Set Up and Use Stripe Connect in Elite Core
Learn how to connect Stripe to Elite Core, test invoice payments safely in Test Mode, switch to Live Mode, verify deposits and invoice balances, and understand what happens after a customer pays online.
How to Use the Commissions Report in Elite Core
Learn how to use the Commissions Report in Elite Core to review commission calculations, filter by rep and payment status, understand readiness, compare estimated and actual costs, manage overrides, and process commission payments.
How Sales Orders Work in Elite Core: From Client Approval to Purchasing
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.
How Presentations Work in Elite Core: From Product Research to Sales Order
Learn how to create, build, customize, preview, send, revise, and convert client Presentations into Sales Orders in Elite Core.
How to Generate and Review Purchase 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.
How Proofing Works Across Sales Orders and Purchase Orders in Elite Core
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.
How Shipping Configuration Controls Purchase Order Routing in Elite Core
Learn how supplier shipping, decorator routing, Ship To destinations and shipping instructions determine how Elite Core groups and generates purchase orders.
How to Create a Project in Elite Core
Learn how to create a project in Elite Core, select the correct customer, enter key project details, and begin working from the project workspace.