Process & track orders quickly – no matter how complex
Syncore & Core 360 Playbooks give you the advanced features and SOPs you need to process any order, maintain 360° job visibility, and give clients a better experience as your client base grows.
- Process orders without manual data entry
- Spend less time on project management
- Get orders into clients’ hands faster
Syncore Service Tools
Can you process orders fast enough to keep clients happy?
Most solutions don’t have guardrails in place to ensure the right order details are entered in the sales process (it’s all in someone’s head!), leaving CSRs backed up on order management.
Disconnected order data & manual entry
Workarounds required for large, complex orders
Limited visibility & repetitive check-ins
Your 360° Promo Platform for efficient processing, visibility, & a strong client experience
Syncore gives service reps the advanced tools & SOPs they need to process orders efficiently in one system – without workarounds & headaches.
Less Busywork, More Productivity for your CSRs
Process every order quickly & easily
Multi-PO Organization
ePOs
Advanced Processing Tools
Centralized communication, task management, & tracking
Job Log
WIP Report
Job Tags
Deliver a consistent, professional client experience
Job Alerts
Client Communications
You heard right… faster order processing and
no more scrambling if someone is out of office!
consistent, professional client experience.
Why distributors love servicing with Syncore
Connected resources to help you staff and scale up faster.
Outsource CSRs that come
fully-trained on Syncore
Still growing your team & need some extra hands? We have partnerships with outsourcing agencies where you can get the help you need quickly with staff who already know how to use Syncore.
Familiarize new CSRs with promo quickly with Promo Intro
This self-paced content series dives into fundamentals like supply chain, products, pricing, samples, and decoration, equipping new hires to speak “promo” language and add value fast.
Core 360 Playbooks: clear SOPs & to-dos for CSRs
CSRs can follow a systematic approach to using Syncore that helps them maximize efficiency with defined team handoffs, proven best practices, & checklists to make them productive every day.
Don’t wait to start processing orders faster – your team (& clients) will thank you.
Frequently Asked Questions
Which order processing tools does Syncore have for CSRs?
Syncore has the most advanced tools for processing promo orders. Customer Service Representatives (CSRs) can find and prioritize jobs with intuitive dashboards and manage their daily tasks with Core 360 Playbooks and checklists. They can also place complex orders by easily compiling orders with multiple POs, attaching files to individual line items, designating split shipments, checking Live Inventory, and more. Collaboration with other teams is centralized through tools like the Job Log, where everyone can see order status, notes, and clear next steps so they can easily communicate with sales, production, finance, and management teams. And finally, client communication is a breeze with built-in emails for common steps like order acknowledgement and shipping confirmation.
Can I manage a single client project with multiple suppliers through Syncore?
Yes, Syncore makes it easy to process complex orders, especially those with products across multiple suppliers. The details for each supplier PO are organized clearly, and Syncore allows you to attach files to specific line items so suppliers know exactly what to do with your order. So whether you need multiple POs on an order to accommodate for different suppliers, back orders, etc., Syncore helps you handle it simply without manual workarounds.
What are the benefits of electronic POs (ePOs) and can I send them from Syncore?
Electronic purchase orders are sent directly to suppliers without manual intervention – meaning your orders jump to the top of the supplier processing queue for the fastest, most reliable order processing than any other method.
Orders can be sent as ePOs via Syncore for suppliers including SanMar, HIT, and S&S Activewear. We’re constantly making updates to integrate more suppliers so you can send ePOs for faster turnaround and accurate orders.
Can I split shipments on orders in Syncore?
Yes! Our Split Shipments tool allows you to add multiple shipping addresses to an order. It’s as easy as uploading an Excel file (using our template and instructions) for Syncore to process and display in the platform. You can assign SO line items and freight charges to each address, and then click a button to calculate the appropriate taxes and automatically update the SO totals – all at once – making the invoicing process fast and simple.
Does Syncore show live inventory?
Yes. Syncore is integrated with PromoStandards, so service reps can trust inventory levels they see for each product in the product search is accurate.
Does Syncore have order management capabilities?
Yes, Syncore can help you keep orders on track with warehouse & inventory visibility. You’ll be able to manage house and client-owned inventory with tools like the fulfillment queue and valuation report. We also enable ePO tracking for quick order status updates, and we offer the Syncore API for any custom software integrations you want to implement in addition to Syncore’s built-in tools.
Does Syncore have production management capabilities?
Great news – unlike other solutions, Syncore has production tools that give your CSRs, sales reps, and finance teams visibility while they’re in progress. No more printing off papers and walking them down to the production line or emailing them to confirm details – you can do all of that and communicate directly in Syncore.
The production module also helps your team schedule and optimize production output for in-house decoration. It includes a graphics queue, decorator worksheets, in-house production scheduler, reporting for spoilage analysis, and more.
What are Core 360 Playbooks and how do they help my CSRs?
Core 360 Playbooks follow a systematic approach to using Syncore that help CSRs maximize efficiency with defined team handoffs, proven best practices, and checklists to make them productive every day.
What if I don’t have my own CSRs and I need help?
Don’t worry! Facilisgroup Premier Providers, give our Partners deals with staffing agencies like Office Beacon and Delegate CX to fill service, sales, and finance gaps on your team. And the best part? Staff sourced through these companies come already fully-trained on Syncore – you get someone who’s a pro at using your new software on day one.