Implementation Plan - 03 - Contact Management - Customers and Vendors

Corecon's implementation plan consists of setting up one awarded job so accounting and project management staff can use the system immediately. Thus, at least one customer (ex. company and contact) and a few vendors need to be added in the Contact Management module. The customer will be referenced on the client/prime contract and vendors will be used when issuing POs and Subcontracts.

Important Things To Know Regarding Future Accounting Integration

Client and vendor company names must match the accounting system records otherwise the CoreconLink could create duplicates upon export.
- Incorrect:
  - Accounting Vendor Record: Stika Concrete, Inc.
  - Excel Import File for Corecon: Stika Concrete
- Correct:
  - Accounting Vendor Record: Stika Concrete, Inc.
  - Excel Import File for Corecon: Stika Concrete, Inc.
CoreconLink has an option to import all Active Employees and Vendors. Thus, creating only a few vendors manually or via import is needed.

Example Customers Based On Corecon User Perspective:

User Perspective	Customer Company Name	Customer Contact(s)
Custom Homebuilder	Smith, John and Mary	John Smith, Mary Smith
Commercial GC	Silicon Technology Corp.	Mike Johnson
Commercial Sub	Tower General Contracting	Steve Tower

Example Vendors

Vendor Company Name	Vendor Contact(s)
Stika Concrete	Ray Stika, John Stika
Thompson Building Supply	First Name: Sales Last Name: Department
Home Depot (Irvine \| Store 1023)	First Name: ProSales Last Name: Department First Name: Pro Last Name: Desk
Home Depot (Costa Mesa \| Store 1255)	First Name: ProSales Last Name: Department First Name: Pro Last Name: Desk

03.1 - Contact Management Overview and Settings

Step	Task Description	Help Topic	Training Video(s)	Application Form
1	Review Contact Management Overview and Company Classifications Training Video		View
2	Review Feature Settings \| Contact Management: Company Types, Vendor Insurance Types and Contact Titles	View	View	Listing

03.2 - Add Customer(s) and Vendors (Contact Management Module)

Step	Task Description	Help Topic	Training Video	Application Form
1	Review Active Companies and Contacts in the Contact Management Module	View		Form
2	Add Customer and Contact that will be referenced on First Awarded Client/Prime Contract
	Option A: Add Customer and Contact Manually	View		Form
	Option B: Import From Microsoft Excel	View		Import
3	Add Vendors and Contacts that will be referenced on POs and/or Subcontracts
	Option A: Add Customer and Contact Manually (Same as Customer Option A above)	View		Form
	Option B: Import From Microsoft Excel (Same as Customer Option B above)	View		Import
	Option C: Once installed and setup, CoreconLink utilities can be used to import active vendors from the accounting system.	View