Budgeting Tools

A key factor in the profitability of a job is managing its expenses. Source Atlantic helps our customers do this by providing them with various tools to monitor and control costs. Some of these tools include:

• Budget Enforcement Tool - to decide to who the budgets apply.
• Cost Codes - to associate costs with certain business activities.
• Setting Budget Periods – to adjust the duration of a budget.

Custom Monthly Reporting

By signing up for eCommerce you gain access to custom monthly reports. Whether budgets are in place or not, we can provide custom financial summaries at the request of our customers. We make it easy to monitor activity and provide you with resources that help you identify trends in your company’s spending.

User Management

Our system allows you to gain insight and approval authority over transactions done on your company account. It’s made possible by assigning the user-level roles and setting spend limits by user, order, or time frame. This allows you to spend less time managing order flow and focus on what is important.

Custom Catalog Content

The vast selection of items available on sourceatlantic.ca is the main reason why our customers choose us for their inventory needs. We make the experience even more unique by allowing them to customize the content that’s visible to their company, or other visiting the site. Some examples are adding your company’s private items or changing visibility on “not approved” items. These features make it easy for your employees to find what they’re looking for.

Custom Microsite

Our customers have the ability to use sourceatlantic.ca with a customized interface. This means they are able to add a company logo, and custom URL, change the color scheme, and choose product categories, and feature content. We make it easy for you to tailor your online experience.

Self-Service Tools

Source Atlantic provides a number of self-service tools that are available at all times on our website. These tools allow our customers to:

Create Lists – Group frequently purchased / job-specific items to a list for efficient processing.

Share List – Share one of your created lists with another individual within or outside the organization.

Upload List – Use a spreadsheet to quickly update your cart.

Set Reminders – Set up email reminders to replenish frequently used inventory.

View History – For invoices or orders placed online OR in-store on your Source Atlantic Account.

Keep Track – Place notes on orders for order processing instructions or reminders.

Check the Status – View order tracking and receive updates related to back-ordered items.