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New Features Have Taken Root in Syncore

Improve user experience, flexibility, and organization from first pitch to invoice paid!

Explore updates to Sales Proposals, Consolidated Invoices, POs/ePOs, Jobs, and more! See what’s changed, how it benefits your role, and review helpful training videos and user guides to get started!  

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Spring Release tracker and key dates

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Explore feature updates & training resources

POs/ePOs

Relevant Roles:
CSR, Finance, Management

Consolidated Invoices

Relevant Roles:
Finance

Sales Proposals

Relevant Roles:
Sales

Sales Tools

Relevant Roles:
Sales, Management

Jobs

Relevant Roles:
Sales, CSR, Finance, Management

New Syncore
Knowledge Base

Relevant Roles:
All Users

Watch the Spring Release Live Demo

See the Spring Release updates in action while our team walks you through the new features step-by-step! 

PO updates to power more ePO-integrated suppliers

CSR, Finance, Management

ePOs enable faster order turnaround and a smoother experience for you and your clients. By standardizing data formats and improving how purchase orders are sent, these updates make it easier to provide suppliers with clean, organized data, setting the groundwork for more ePO connections.

Assign & review artwork attachments

Medium Impact | CSR, Management, Finance

Accurately correlate artwork attachments to products & decoration details
Easily select from the Job attachments within the line item details on the PO—no need for manual entry or extra line items! Assigning artwork attachments directly to products and decoration locations makes it easier for suppliers to see which files pair with which line items. Line items will include the corresponding attachment file name so there’s no confusion.


Quickly review all attachments before sending
Verify that you have the right attachments added and assigned to the right line items in a review step before hitting send. If you find you’re missing an attachment or need to assign it differently, you can do so, giving you a chance to identify potential errors and prevent order delays.

Add organized shipping details

High Impact | CSR, Management, Finance

Enter shipping details into designated fields & keep delivery timelines intact
Now there are designated fields with dropdown selections for carrier, service, and relevant shipper account information on POs. You don’t have to worry about character limits and hope the shipper gets it all right. These designated fields make it easier for shippers to identify the right information and eliminate confusion, back-and-forth communications, and delays.
Identify and align shipping method

High Impact | CSR, Management, Finance

Choose shipping method from a dropdown list
When using a supplier’s shipping account, select the shipping method from a dropdown list. For POs, choose from default shipping methods or add a custom shipping method. For ePOs, we’ve confirmed everything on that respective dropdown is available for the supplier, so you don’t have to spend time checking.


Save frequently used shipping accounts
For when using your own or a frequent client’s shipping account, you can save information for the accounts you use on a regular basis, so you don’t have to enter those details every time you create a PO.

Consolidated Invoices

 Finance, Clients

Enjoy a smoother, more convenient online payment experience that saves time for both you and your clients. With the latest improvements, clients can pay Consolidated Invoices easier and faster, while finance teams benefit from fewer bottlenecks and less manual work, improving efficiency for everyone from start to finish.

*Please note that this online payment feature through Paya is currently only available for US distributors.

Clients can pay with a single online transaction

Low Impact | Finance, Clients

Now, clients can see invoices in one place and pay a Consolidated Invoice with one transaction, powered by Paya. No longer will your clients have to enter their payment information multiple times for each individual invoice. And to make it even faster to pay, your clients won't have to log into their TSC account - they can simply pay as a guest.
Apply online payments automatically to all invoices

Low Impact | Finance

After a consolidated invoice is paid online, the payment details will automatically be applied to all associated invoices. Your finance team won’t have to take the extra step to manually apply each payment once received.

Sales Proposals

Sales, Clients

Proposal updates include flexible pricing tools to help you hit GPM targets, simple logo handling for Easy Mockups, and an improved client experience with quick, convenient options for reviewing and editing product selections.

Clients can easily edit product selections

Low Impact | Sales, Clients

If a client is reviewing the proposal summary page where they see their product, size, color, and quantity selections, they can now make quick edits to those selections if they change their mind – without having to delete and re-add the product. It’s a more convenient experience for the client when they need to make minor changes.

Use flexible pricing tools

Low Impact | Sales

Set pricing with GPM based on the supplier cost
Not only can you calculate pricing with GPM goals and the Facilis price, but now, you can calculate GPM with the Supplier cost, making it easy to calculate pricing for all suppliers and products, so you can hit your GPM targets.


Automatically round prices to 2 decimal places
No more manually adjusting prices that calculate to 3 or 4 decimal places with GPM. When editing GPM, the system will round prices to 2 decimal places, showing client-friendly prices.


Add multiple pricing grids for custom products
We’ve updated functionality for custom products, allowing you to add multiple pricing grids to display price options for additional sizing, colors, decoration methods, and more. Make it easy for clients to make decisions with the information they need, faster.

Create & adjust logos in Easy Mockups

Low Impact | Sales

Get notified immediately if uploaded logos are too big
Rather than being surprised by an error when you need to make a quick Easy Mockup, upon the initial upload, you’ll see a notification if the client’s logo files are too big. This way you can create Easy Mockups in proposals without delay.


Adjust logo sizing automatically for Easy Mockups
You won’t have to tinker with pixels. When warned about a logo image being over the 1,000-pixel limit, you’ll have the option to let Syncore automatically adjust the logo image to the correct size and aspect ratio, which will be saved for all future proposals for that client.

Sales Tools

Sales, Management

Get more out of your sales tools with updates that help you work faster and smarter. Quickly identify profitable accounts with the improved Client Ranking Report, easily add TSC campaign products to TSC Presentations, and accurately track sales activity by logging past appointments.

Identifiy top accounts with Client Ranking Report

Low Impact | Sales, Management

The Client Ranking Report can now be run in Syncore grouping by client group and contacts, making it easier for you to see contacts ranked by buyer purchases and to see sales reps’ top accounts. Easily export to Excel for further analysis and sharing. Ultimately, this report update contributes to better visibility into important business retention data and sales planning.
Add TSC campaign products to Presentations

Low Impact | Sales, Management

Campaigns have entered the building – just like with collections, now you can add products from TSC campaigns to a Presentation. When you import campaign or collection products, you can select specific products you want to include rather than having the full list of products on the campaign or collection automatically added. Enjoy more flexibility and control when building customized Presentations for clients.
Log past appointments

Low Impact | Sales, Management

We get it – your days are full of activity. We’ve updated the appointments feature to allow you to log appointments for up to 7 days in the past, not just day-of or in the future. This is a chance to not only keep up with tracking sales activity but also cut you some slack when something unexpected arises and you need some time to catch up.

Jobs

Sales, CSR, Finance, Management

Improve Job visibility and communication with updates that speed up the order process and keep teams informed. Quickly find the right job with more filter options, process key details with job and contact alerts, and easily identify repeat jobs. Plus, share details more efficiently by attaching files directly to General Update emails and logging notes—right from Syncore.

New filters, repeat flags, & alerts on the Job page

Low Impact | CSR, Sales, Management, Finance

Filter by Job Description or Number to find a job
To make it easier to find the job you need quickly, we’ve added the option to filter by Job Description or Job Number. With just a few words or by pasting in a number, find the job you need in seconds.


Review job & contact alerts on the Job Page
Service teams have shared that it’s helpful to see key client information when processing orders, so we’ve enabled both job and contact alerts to show on the Job page. Users can also filter by alert type on the Alerts tab.


See a flag on the Job Page for repeat jobs
With just a quick glance, users can now identify that a job is a repeat job from the Job Page. This new Repeat flag serves as a friendly reminder to users, so they don’t waste time figuring out the details how to process the order differently.

Attach files to General Update emails

Low Impact | CSR, Sales, Management, Finance

Include attachments in General Update Emails
Just like they can for Shipping and Acknowledgment emails, users can add attachments within the General Update email. For example, if users need to share a long list of split shipment locations, they can attach it right to the General Update email. No need to reach out separately using Outlook or Gmail. With this update, users can now add attachments to all job email types and do so with consistent Syncore email formatting.


Add a note in the Job Log & share with a team member – in one step
When users are ready to share the Job Log, they can add notes into a new text box at the same time, just like they can in the Communication Log. Now, it’s even easier to consolidate important job information and keep the right people updated.

New Syncore Knowledge Base now available!

  • Search or navigate to what you need faster with improved search optimization & feature-focused organization

  • View materials in a cleaner, optimized page outside of Syncore

  • Easily share direct links to materials with your teammates - no more click paths! 

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Find the new Knowledge Base in Syncore > Resources > Knowledge Base NEW or click the link below.

Watch the Spring Release Preview webinar

Want to revisit the sneak peek webinar from March 24? Watch the Spring Release Preview recording. 

Reach out to your Strategic Account Advisor, .