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Making your life easier with the new Split Shipment Export feature!  

Because it’s the simple things that make a whole lot of difference. 

You can now download your split shipment details on all orders following these simple steps: 

  1. From the Syncore Sales Order page, click on the email dropdown 
  2. Update the file name, if necessary 
  3. Select the data you wish to export 
  4. Export and share!

CLICK HERE  for a quick User Guide with step-by-step details. 

If you haven’t already tried out the Split Shipment feature, you can get started by visiting Resources > Tech Specs > Split Shipments. 

*Feature release date: November 11, 2022 

Check out our past releases.

Has your company’s data been secured? Now you can find out!

We’re excited to take your security to the next level and introduce you to the NEW Multi-Factor Authentication (MFA) Status Report.

This new report allows Admin and Management users to see who from your company has or has not enabled the MFA feature. It’s a few quick steps and a whole lot more security.

  • Access the report by going to Reports > Admin
  • Select MFA Status
  • Search by chosen status – all, enabled, or disabled
  • BOOM! You have a snapshot of your users and their MFA status.

You can stop 99.9% of account attacks that could lead to data breaches, but only if your employees have set up MFA for themselves.

CLICK HERE to view the full step-by-step user guide and make your data even more secure!

If you have employees on the list who have not enabled MFA, remind them how to quickly and easily enable MFA with 2 simple steps. Instructions can be found in Resources > Tech Specs > Multi-Factor Authentication  

*Feature release date: September 30, 2022

No more splitting headaches from Split Shipments!

The Split Shipment feature makes your life easier in 5 easy steps  
  1. Add address and product data with one master spreadsheet to increase order accuracy. 
  2. Upload your spreadsheet to input split shipment details automatically
  3. Easily handle tax calculations for up to 15,000 unique addresses. 
  4. Calculate taxes with ONE click. Even if they cross state lines.  
  5. Process one invoice without needing to consolidate the payment! 

Start saving time with Split Shipment:

*U.S. feature release date: August 17, 2022 
*Canada feature release date: September 14, 2022

Keeping your data safe.

Multi-Factor Authentication is just a fancy way to say, “the safest way to login”

With a 2-step login…  

  • You have an extra layer of security for peace of mind.   
  • Your data is safer because it’s harder for hackers to crack two verification methods.    
  • You simply enter a short code you receive from the Google Authenticator App to login.   

Get up to speed:    

  • Read the shortest User Guide we’ve ever created so you can securely login.   
  • Find all the resources in Resources > Knowledge Base > Product Updates > Security

Enable your two-step login in Syncore User Settings > Multi-Factor Authentication. 

*Feature release date: June 30, 2022

Syncore is open for business!

Ready to unleash the power of Syncore?Together we’re opening a world of new opportunities.

Introducing the Syncore Open API.

  • Phase 1 of our Open API initiative is now available, providing you read-only access to your Jobs, Sales Orders and Purchase Order data, as well as client and prospect contact data.  What you do with it is entirely up to you!
  • Easily feed data into external financial software, data and reporting suites, or anything else you determine will help you run your business most efficiently.  After all, it’s your data – use it to its fullest potential! 

Ready to dive in now? 

You can also find all these resources in Resources > Knowledge Base > Management > Open API

*Feature release date: June 1, 2022

Order Shipping has shipped!

Get into V2 to see how this brand new tool will revolutionize your workflow and give you back more time every single day. Now that Order Shipping is live, Check Status is complete, not to mention the ENTIRE CSR Toolkit in V2.

Here’s how Order Shipping will save you time:

  • You’ll have immediate access to the full shipping details like tracking numbers, box dimensions, product details, and supplier quantities. 
  • With participating suppliers, that’s one less phone call, email or site you have to visit just to stay updated with your orders. Not to mention the time spent waiting for responses!   
  • Copying tracking numbers is a whole lot easier! No need for manual highlighting, because with your order volume every second counts

Here’s what your fellow CSR has to say!

“At a quick glance I am able to tell the status of each order, making it easier to look after so many more orders at one time.” – Cathy Clutterbuck, Customer Service Representative, Promotional Elements, Inc.

Check out our resources to get up to speed with these exciting changes:  

You can also find all these resources in Resources > Knowledge Base > CSR > Check Status. 

Optimized Order Status Tool in Syncore V2!

The same features you know and love, but better.

The Order Status tool saves you precious time. And we all know what we could do with more time in a day… With the Order Status Tool, you don’t have to make an extra phone call or send yet another email to check on your order.

The same functionality that made Order Status a fan favorite is still there, but now you can follow-up with multiple POs on a job quickly and easily in Syncore V2. You can now use the tool for all drop ship and corporate jobs with our participating Preferred Suppliers.

You’re only ever three clicks away from finding out the Order Status! And the tools you need to check on valuable status updates are all in one place, making the entire process much more streamlined.

But wait a minute! Before you check on your POs, we don’t want you going in blind. Since we can’t be there to explain the Order Status’ makeover in person, we gave you the next best thing: resources with tips and tricks to get you up to speed.

Resources > Knowledge Base > CSR > Check Status.

Order Status is just the latest way we’re innovating for you—giving you back TIME & CLICKS!

New CSR Emails

They’re your customers…time to use YOUR voice.

We’re launching not one…not two… but THREE additional emails to make your job easier! The new Shipping, General and Acknowledgement emails give you the capability to customize to your brand voice and communication style! So go ahead, set that subject line and tweak the body of the email – whatever it takes to deliver your message in your voice! Even better: you can send these emails from the job page or the follow-ups page, saving you TIME & CLICKS!

The reviews are in…our New CSR Emails are a hit!
“I like how smooth and professional the emails look. I like that I have the option to preview the email, that way I can go back and change things if I need to.” – Jesse Dendekker, PromoPlace

Ready to get started?  

  • Click HERE for the User Guides
  • Click HERE for Settings information (for Finance, Management and Admin users)
  • All resources can always be found in Syncore at Resources > Knowledge Base > CSR > Emails

Additional Addresses

They’re your customers…time to use YOUR voice.

Because business happens in more than one place.

With Additional Addresses, you now have the capability to store multiple addresses under each contact – making your job a whole lot easier!  You’ll have instant access to the address you need, when you need it most!

Create, edit and delete additional addresses as needed? NO PROBLEM.
Pull any address into your quotes, sales orders and purchase orders? PIECE OF CAKE.
Save satellite, warehouse and other addresses for each contact? BRING IT ON.

Ready to get started?  

  • Click HERE for the Additional Address User Guide
    • All resources can always be found in Syncore at Resources > Sales > Contacts

Purchase Orders

  • Create a PO from the SO page
  • Add, re-order, delete and edit line items
  • Adjust taxes and set the PO to Approved
  • Duplicate a PO from the Job or PO page
  • Preview the PO PDF from the PO page Email the PO to the Supplier

Click HERE for the User Guide

Job Follow Ups

  • Less clicks and less pop-ups!
  • Search filters and results now show on the same page (you no longer have to jump back to the search page to change a filter)
  • Overall stats are visible at the top of the page rather than scrolling to the bottom. Clicking the colored tags in the Statistics section will filter job follow-ups.
  • Easily change the filter follow-up date by clicking the calendar or the back-and-forth arrows
  • The results by default are sorted by Priority and then by Estimated Delivery Date
  • Expand each job section to see the job follow-up details (previously known in V1 as job tracking). Now they will all show within the same page, without losing track of pop-ups, or forgetting to close or refresh the tracking pop-up.

Click HERE for the User Guide

Job Charges

  • View, add and remove art charges
  • View, add and remove misc. charges

Click HERE for the User Guide

Release Notes

New

  • Split Shipments: Finance and Admin Users can edit invoice date for split shipment invoices.  
  • Users can now backdate the invoice date until the month end closing date or postdate it but stay within the current month. 

Fixed 

  • Fixed error when editing Job – unable to change status on corporate PO for Job description in V1. 
  • Fixed V1 – packing slip printing incorrectly. 
  • Fixed V1 – S & S Supplier is now appearing when doing a vendor search in V1. 
  • Fixed PO displaying incorrect Vendor on main Job page in V2. 

Fixed 

  • Fixed adding a product error when searching after adding a low/high price range. 
  • Fixed V2: Misc. charge entry dates all showing today’s date vs the actual date. 
  • Fixed Rebates Auto Approve Process – will now show as Approved after In Progress period.  

New 

  • Open API version 2 has additional information for the Sales Order GET endpoint: 
    • Payments 
    • Payment Terms 
    • Line Item Suppliers 
    • Invoice Date 
    • Invoice Status Date. 
  • For API documentation, go to: 
    • Resources > Knowledge Base > Management > Open API 
    • Syncore API for technical documentation. 
  • Rebates reporting updated the term of “Period” to “Half”. 
  • V1: “System” User entries now included in event searches. 

Known Issues 

Issue # Description 
28741 Open API – Update (PUT) Job: Do not set Job status to WIP, Delivered, or Completed 
28752 Open API – Create (POST) line items: Do not create or update line items if SO is in Invoiced or Paid status. 
28742 Open API – Create (POST) line items: Creating line items does not re-calculate commission amounts on program Jobs. 

Fixed 

  • Fixed the issue for Purchase Orders in Canada when changing the “ship direct to Client” option was not updating the shipping address correctly. 
  • Fixed TSC – Paya payment summary screen showing incorrect totals. 

 New

  • Open API version 2 is now partially available. For documentation, go to:
    • Resources > Knowledge Base > Management > Open API
    • Syncore API for technical documentation.

Features currently available for API version 2:

Known Issues

Fixed

  • Fixed Split Shipment Date in Avalara using incorrect Tax Date.
  • Fixed V1 Jobs not allowing Users to change status for security reasons.

 Fixed

  • Fixed the issues with slowness and errors in Syncore.  

Improved

  • Only Admin role Users can now generate/regenerate API keys. 

Fixed

  • Fixed error messages appearing when changing the Job status of a BS program order in V1. 
  • Fixed the link to access state the tax breakdown report in V1 Sales Journal.  
  • Fixed the AR Tracker moving back to inactive after updating status and follow-up date. 
  • Fixed the order of canned messages not saving in POs. 

Fixed

  • Fixed the issue where the Contact A/R Tracker was changing to inactive status when it should not have. 

Fixed

  • Fixed PO paid in full date so that it is never earlier than the payment date. 
  • Fixed the edit and delete buttons that were not displayed in long addresses in Additional Addresses portlet.  
  • Fixed tax errors (not committing) on invoiced Sales Orders. 
  • Fixed TSC Product selected image not showing on Proposal pdf. 

Fixed

  • Fixed the V1 issue when editing Program Bright Sites Job to change status or other details would result in an error

Fixed

  • Fixed the V1 issue when clicking the hyper link to access state tax break down report in Sales Journal showed no results even though there were sales associated with the states. 

New

  • The CSR Emails for Acknowledgment, General and Shipping will now show a watermark on the Sales Order PDF. The watermark on the PDF reads “Acknowledgement Only – Do Not Pay”. 
  • The Sales Journal report in Syncore (V2) shows “Split Shipments”

Fixed

  • When selecting a TSC product image in a Proposal, the selected image will be displayed correctly in the Proposal PDF. 
  • Fixed the issue in Purchase Orders Syncore (V2) where the Ship To address was not properly being set for Sales Reps with specific locations. 
  • For Split Shipment orders, multiple decoration line items for a single product with pricing will be automatically updated in the “Add’l” column pricing. 

Fixed

  • Fixed the issue where creating Packing Slips from Fulfillment Queue would cause an error in V1. 
  • When editing a Job that has a description with double quotes will no longer give an error. This fix included changing the Job status in V1. 
  • Fixed the issue where the Batch Posting page in V1 would show an error when posting for multiple Purchase Orders. 
  • Fixed the issue in the Partner Profile in V1 where the Invoice Email field was being set as required incorrectly. 

Fixed

  • Fixed issue of old Rep’s commission code being used on repeat Jobs
  • Fixed BrightSites Receiving Memo not updating inventory
  • Fixed missing Split Shipments error file
  • Fixed Corporate POs and Drop Ship POs inventory delete functionality
  • Fixed V2 Jobs missing commission code on main Job screen
  • Fixed tax errors on invoiced Sales Orders

New

  • Multi- Factor Authentication (MFA) Status Report: the report provides the MFA status for each User account. Available for Admin and Management Users.  
  • Open API – Read: Admin Users can now regenerate API keys. 

Improved

  • Updated header now displayed when downloading the pdf version of a resource from the knowledge base or marketing section in Syncore. 
  • Sales Journal in V1: Report now shows when there are Split Shipment invoices – both under Tax Code at the top and in the Sales Tax Breakdown at the bottom. 

Fixed

  • Fixed issue with updating the production worksheet when changing the Supplier. 
  • Fixed V1 issue with insert and delete features in line items in program and inventory orders.  

Improved

  • On the Split Shipments details page, column headers in blue font have hover over notes for how this column is populated. 

Fixed

  • Fixed the issue for Sales Assistants searching for Contacts for a Primary Rep would not show a clickable link. 
  • Fixed an issue when sending the Shipping Confirmation for a Job in Completed status would show an error. 
  • Updated the Invoice PDF to correctly show and wrap the full company name at the bottom right of the PDF page. 

Improved

  • In the Shipping Confirmation Email and Order Acknowledgement Email for a job, the company name and recipient name are now displayed along with the shipping address. 
  • Users can now see dollar amounts up to two decimal places on the Split Shipment Details page. 
  • Split shipment can now be created for a job that’s in Delivered status. 

Improved

  • While setting up MFA or when prompted for authentication code on login, the focus of the cursor is now by default in the field/box to input authentication code so that user does not need to click in the input box/field to enter the code.
    Additionally, the input field/box now does not show suggested inputs by the browser while entering the authentication code.

Fixed

  • V1: Fixed the issue of AR Tracker moving back to inactive after updating status and adding Follow Up date.
  • Fixed the issue where changing Ship To  Address was removing data in Shipping Instructions/Comments field.
  • Fixed the issue where some users were getting an error when trying to make a Paya payment.

Fixed

  • Fixed the issue where V2 allowed removal of a payment on a PO that was done via check or credit card run. 
  • Fixed the problem of BrightSites job not showing in the Fulfilment Queue and the line items not showing in sales order when the web-order is converted. 
  • Fixed the issue of incorrect commission code being assigned to Program orders. 

Improved

  • The product import wizard now supports up to 4 decimal places when filling in the Run Charge and Setup Charge.
  • In V1, links to Syncore (V2) previously labeled as “V2” or “@ease” have been updated to “Syncore”.
  • While setting-up MFA (Multi Factor Authentication), users can now scan QR codes to help download the google authenticator app on their mobile device

Fixed

  • Fixed the issue where the Check Status tab was not showing for all available Jobs in the Jobs Follow-ups page.

Fixed

  • Fixed the Finance > Rebates > Non-Syncore purchases report so that submitted amounts show correctly on the right of the list.  

Fixed

  • Selecting the graphics on the Product Search that bring you to product results page will now support adding products to Proposals, Quotes and Sales Orders. 
  • In V1, fixed an issue where loading the Fulfilment Queue would sometimes give an error. 
  • Fixed an issue in V1 of the View PO link not loading.  

Fixed

  • V1- Fixed the issue of inventory not updating if the BrightSites product SKU contains “dash” (-).
  • Fixed missing error handling when the supplier can’t find the requested PO.
  • Fixed the issue of daily report emails not being sent.
  • V1 – fixed the error on sending Invoice if email body has large text.
  • Fixed the issue of SO showing balance due even after Paya Payment posted to SO.

Fixed

  • V1- Fixed the error when running friendly reminders. 
  • Fixed the issue of Paya payment email notification not being sent on job with deposit 
  • V2- Fixed the error displayed when trying to open the SO in V2. 

New

  • The “PromoPulse” feed has been removed from the Product Search page. 

Fixed

  • Fixed the issue saving a contact page edits. 
  • Removed the extra entries from showing in the Job Audit log when using the Paya payment process in Invoices. 

Fixed

  • Fixed an issue where occasionally the Sales Order page cannot be viewed in V2.

Fixed

  • Fixed the missing tax fields for Canadian taxes in API response.
  • Fixed the issue where users were getting an unexpected error while trying to preview/email PO from V2.
  • Fixed the bug where if sending the acknowledgement email as another user (e.g. CSR), did not display the correct user’s name in the email.
  • Fixed the issue where user could delete a Sales Order and Purchase Order that contains payment entries.
  • V1- Fixed the issue where users were getting error message when running payments journal report for all payment types.
  • Fixed the issues of Brightsites web order not syncing into Syncore.

Improved

The “Learn More” banner was added to the Check Status tab in Job Follow-ups. This will let you know that some POs from the Job are not available for Check Status and the reason why.

Fixed

  • Fixed an issue when sometimes creating a PO from SO in V1 would return an error.
  • Fixed the issue when getting an error when running the V1 Product Analysis report.
  • The V1 Home Dashboard would show the wrong number for Current Invoiced Sales – To Be Invoiced and clicking on the link to see the details.
  • Fixed the issue in V1 when sending a Consolidated Invoice would give an error.
  • Fixed the issue in V2 where a PO would be sent multiple times because the email in the Supplier Profile was listed multiple times.
  • Updated the V2 PO PDF to ensure all line item details are shown.

New

Order Status & Order Shipping

With the Order Status feature in Job Follow-ups, Users can now see the order status and shipping information of Purchase Orders (POs) without having to call or email the Supplier* outside of Syncore.

NOTES:

*Only Preferred Facilisgroup Suppliers that offer order status through PromoStandards.

**Available for Drop Ship and Corporate Jobs only.

Tech Specs

A place with news about new upgrades and upcoming updates to Syncore.

Improved

The file title’s character limit for any file uploaded as a job attachment has been increased from 100 to 200 characters.

Fixed

  • Fixed the issue where TSC search by price point was pulling products outside of price range.
  • Fixed issue in V1 Finance where Balance Due and Amount Paid were not matching on check run list.
  • Fixed the issue where in V2 user was getting an error when trying to convert a Quote to a Job on a program client.
  • V1- fixed the issue where QTY on order was only counting open CPOs not drop ship POs.
  • Fixed the issue in V1 & V2 for SO paid in full but showing balance due.
  • Fixed the issue of payment amount in Paya not matching with what is showing in Syncore.
  • Fixed the issue of user getting error when accessing PO in V1 and V2.
  • Fixed a V2 issue where PO was not including the partner address at the top of the pdf or at the bottom of the CSR email.

Fixed

  • An issue was fixed where the font in the V2 Purchase Order PDF was being cut off in some cases.

Fixed

  • V1 Vendor Lookup now allows to search for multiple PO status.
  • Various bug fixes and security updates included.

Fixed

  • Fixed an issue when duplicating Sales Orders in V1 with a discount line item would sometimes not calculate taxes correctly.
  • Fixed the issue where system used to throw an error when clicking on an SO in V2.
  • Fixed the issue with incorrect search results when running a check run and searching POs by discount due date.
  • Fixed the issue where A/P Month End General Journal Entry #1 was not breaking out the purchases by job type under the debits column.
  • For US Syncore only, the V1 Sales Journal Sub-State Report now displays the “Exempt” column to all the partners. This can be found under Finance > Sales Journal > Select type “Sales Tax Breakdown” and select the state’s link at the bottom. The “Exempt” column will now be displayed to all the users.

New

A new report is now available in Syncore (V2) called Purchases. This can be found under Reports > Finance > Purchases. From this report, Purchase Orders can be searched by the Supplier Invoice Date or by the Purchase Order Date. You can now search for Purchase Orders one Supplier at a time.

Fixed

  • Fixed the issue in the V1 Tracking page where the “Issue” was not showing for “Needs Tracking”, “In Production”, “Artwork” and “Waiting”.
  • Fixed the issue in V1 when loading the PO page would give an error.
  • Fixed an issue where changing a user’s commission code in the user profile would be delayed when creating a Job in V2.
  • Fixed an issue where the default CSR on the Job was not being assigned until an SO was created.

Improved

Job Follow-Ups

  • In the Priority tags the colors changed slightly for Rush and Standard so they are easier to read.
  • When changing the follow-up date, users can quickly change the date by selecting the left and right arrows.

Purchase Orders

  • The “Company Name” field is now editable when the Ship To address is custom mode.

V1 Check Run

  • When searching for Purchase Orders and Samples by “Discount Due Date”, all items with a discount due date of ‘today’ and future will show in the list.

Fixed

  • Fixed the issue when emailing the Job Tracker notes in Syncore, the Sales Rep and CSR were not being shown correctly.
  • Various bug fixes and security updates included.

New!
Product Search

The ASI Product Search now has the option to search for products by “Made in USA” or “Made in
Canada”, depending on your country. It also has the option to search products by “Minority
Owned” for both countries. These options are updated and provided by the ASI database

Proposal to Quote

Converting a Proposal to Quote now allows you to convert as many products as needed. Previously
there was a limit of 6 products that could be converted, this limit has been removed. Select all the
products you need from the Proposal to be created into the Quote.

Improved

The Additional Addresses will be displayed as “cards” when viewing in the management
addresses area.

When sending a Purchase Order in Syncore (V2), the Supplier’s name will be shown beside each
PO in step 1.

Fixed

  • Various bug fixes and security updates included.
  • Fixed the Job Search in Syncore (V2) where searching by the customer order number was not giving the correct results.
  • Fixed the issue where in some timezones the SO Invoice date was being set to the previous day.
  • Fixed the issue where Finance users were unable to edit the Invoice date in Syncore (V2) Sales Orders.
  • Fixed the issue in Syncore (V2) signatures where the phone number extension was missing.
  • Fixed the issue in Job attachments where changes to the attachments was not updating immediately.
  • Fixed an issue in Syncore (V2) Sales Orders where sometimes taxes were showing as negative when it should have been positive.
  • Fixed an issue in V1 where assigning a new Color to a Product was giving an error.

Improved

  • Added a new Print Type and Decoration option for In-House Production called “Leather”.

Fixed

  • Fixed an issue with the AP Month End (step 2) report would sometimes give an error.

New

Purchase Orders in Syncore (V2) now offer Canned Messages! Management and Admin users can go to Syncore Settings to create Canned Messages that can be used in Purchase Orders.

Improved

  • From a Sales Order in Syncore (V2), links are now available to the Packing Slip functionality in V1 for quick and easy access.

Sending the new Shipping Confirmation email in Syncore (V2) will show a copy of the details in the

Sales Order page called “Shipping Details”. This is saves the CSR a step when the Finance user invoices the order. The Finance user will have access to the tracking number(s) to determine Freight/Shipping & Handling charges.

Improved

  • The Purchase Order (PO) PDF will now show 4 decimal places in the unit price column.

Fixed

  • Fixed the issue when the calendar was not showing the “+ more” link correctly when zoomed in.
  • Fixed the Opportunity pipeline when switching between user and company views.
  • Various bug fixes and security updates included.

Improved

  • The user impersonation list will open when clicking on the dropdown instead of when hovering over this list. This will prevent the list from opening unintentionally.
  • The side menu for “Vendors” has been updated to “Suppliers”
  • The new Job Follow-ups page now includes the ability to preview archived emails sent from Syncore (V2).
  • From the Contact’s page:
    • The Tools menu now has links to the “A/R Statement” and “Communications” pages in V1.
    • The Reports menu now has a link to the “Client Analysis (Legacy)” report in V1.

Fixed

  • Fixed an issue when creating a new user profile.
  • Various bug fixes and security updates included.

Improved

From the Suspects list (Contacts > Suspects), users will see enabled Suspects by default. At the top of the page is the option to view enabled, disable or all Suspects in the list.

Fixed

  • The ampersand (&) in Contact company name will show correctly in the subject line when sending Quotes.
  • In the new Follow-ups page, system notes will show in grey font.