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011. Define products and calculation rules
How this step works
Record the material, available finishes and product properties. Configure the dimension and pricing calculation for the products you intend to quote.
Illustrative workflowProcess:
Process:
Building materials and custom products
A contractor requests a quote for custom window sills, with material, length and finish specified per line.
Illustrative workflow
Six steps. The same information moves forward.
01
022. Record the measurements
How this step works
Enter the requested dimensions and quantities. Check units and the allowed product options with the customer before using them in the calculation.
033. Prepare the custom quote
How this step works
Review the calculated price and add agreed delivery terms. Keep the measurements and finish connected to each quoted item so the customer can verify the specification.
044. Arrange purchasing
How this step works
After acceptance, process the order and agree procurement with the supplier. Keep the confirmed specification and delivery information with the purchasing record.
055. Receive and check the specification
How this step works
Inspect delivered goods against the recorded dimensions, material and quantities. Assign warehouse locations and record discrepancies before preparing delivery.
066. Plan transport and complete the order
How this step works
Agree suitable packing and transport for size and weight. Record delivery and invoicing with the order and retain the specification for follow-up enquiries.
When the order changes.
When the order changes.
The customer changes a dimension
Recalculate and confirm the quote before updating procurement.
A finish is unavailable
Agree an available finish and review its effect on the price and delivery.
Goods arrive with the wrong measurement
Record the discrepancy and arrange the supplier follow-up.
AI in every module
AI supports your team's tasks within each module. Your employees review the output and remain responsible for specifications, prices and customer agreements.
ONE PLATFORM FOR YOUR DAILY WORK
Bring your assortment to the demo.
Show us how you work today. We discuss your product data, customers and logistics and identify the Corenio configuration that fits your processes.
Discuss your businessAll industry features
Configuration and available integrations are discussed for your business.