COG SUITE // OPERATIONS

Everything between the order and the money in your account.

COGCORE OPERATIONS

One operations console for distribution, wholesale, and field service. Customer management, quoting, order entry, pick-pack-ship, inventory, and accounts receivable - sales, warehouse, and finance all working off the same record.

ORDER-TO-CASH IN ONE PLACE FULL MOBILE PWA GS1 LOT TRACEABILITY MULTI-WAREHOUSE
CogCore // DASHBOARD LIVE
PENDING ORDERS
18
FULFILLED TODAY
42
OUTSTANDING AR
$86.4k
OVERDUE INV
5
DRAFT QUOTES
7
LOW STOCK
12
Critical: 3 SKUs below reorder pointVIEW →
WHO IT'S FOR

When the same record is touched by sales, warehouse & finance

CogCore is built for businesses where separate systems show up as missed orders, mis-shipped parcels, and uncollected invoices. One platform, one source of truth.

Distribution & wholesale

Multi-warehouse, multi-customer pricing, high order volume across many SKUs.

Field service & parts

A mix of physical goods and service modalities, sold and fulfilled together.

B2B quote-to-order

Pre-sale proposals that convert cleanly into orders with pricing preserved.

Regulated & perishable goods

Food, perishables, and regulated stock needing lot/batch traceability via GS1 capture.

THE ORDER LIFECYCLE

Every state, tracked and audited

From a phone order to a posted payment, every transition is visible from the unified dashboard - and every exception has a path.

01Customer
02Quote
03Order
04Picking
05Packing
06Shipment
07Invoice
08Paid
Backorder - auto-split on a stock shortage at picking
RMA / Return - inbound path with refund, replace, or restock
WHAT MAKES IT DIFFERENT

Not a CRM. Not a warehouse app. The whole operation.

Most teams stitch together a CRM, a fulfillment tool, and an accounting package. CogCore is the connected platform underneath all of it.

01

One record, every team

A sales rep takes the order, a picker pulls it, a packer ships it, a bookkeeper posts the payment - all off the same record. No double entry, no reconciliation.

02

A full mobile PWANEW

Pickers, packers, and drivers run the floor from any phone. Installable to the home screen, no app store, camera scanning built in.

03

GS1 lot & batch traceability

A two-step barcode scan attaches lot number, expiration, production date, serial, and net weight to a picking line - preserved on packing slips for recall traceability.

04

A dashboard that is a to-do list

Eight live-count tiles surface what needs attention now; each drills straight into the work queue behind it. Entry points, not vanity metrics.

05

Multi-warehouse & multi-brand

Per-location on-hand feeds fulfillment routing; per-customer brand profiles put the right logo on invoices, packing slips, and confirmations.

06

Permission-gated & fully audited

Every module is gated by a granular role - hidden buttons mean missing permissions, not missing features. An append-only audit log spans every category.

THE MODULES

One platform, every workflow

Customers & quotes

Master records with credit limits, payment terms, per-customer price lists, and follow-up notes. Quotes convert to orders in one click with pricing preserved.

Orders

The source of truth every module reads from. Status pipeline from Placed to Executed, edit-lock after picking begins, one-click invoicing, and bulk status changes.

Warehouse pick & pack

Picking lists grouped by zone, customer, or window. GS1-128 two-step capture, sold-by-weight summing, automatic partial-pick to backorder split, and packing-slip generation.

Shipments

Combine a customer’s open orders into one parcel, enter tracking with notification emails, and handle partial shipments with a "ship remaining" workflow.

Inventory & products

Multi-warehouse on-hand, manual adjustments with audit attribution, filterable inventory history, and a catalog with categories, modalities, and attribute schemas.

Accounts receivable

Invoices from orders or standalone, partial payments, applied credit, credit-memo corrections, and CSV export for AR aging and accountant hand-off.

Returns / RMA

Requested to Resolved pipeline with refund, replacement, store credit, or restock. Replacements auto-create an outbound order; partial resolutions supported.

Reports & settings

Revenue trends, top customers and products, drill-from-chart into source records. Tenant config for order numbering, naming conventions, brand profiles, and the audit log.

NEW · MOBILE PWA

The warehouse, in your pocket

CogCore now ships a full progressive web app. The same operations platform, built for the people on the floor with a phone in one hand and a product in the other.

Run the floor from a phone

Pickers, packers, and drivers work the queue on any device. Installable to the home screen - no app store, no separate build.

Scan with the camera or a wedge

GS1-128 capture works on-device. Lot, expiry, serial, and weight attach to the pick line in two taps.

Same record, in real time

Every scan and status change syncs to the desktop console instantly. Sales watches the order move as the warehouse works it.

Pick ListORDER #1042
ONLINE
3 LINES · 1 PICKED
80-7990
AISLE 4 · BIN 12
×2
204-118
AISLE 7 · BIN 03
×6
551-902
AISLE 2 · BIN 22
×1
SCAN NEXT ITEM
GS1 LOT 24A · EXP 2026-08 · NET 4.2kg
SEE IT RUNNING

The live Warehouse Floor

Real-time bin occupancy across every area - green is space, red is full. Slot products by hand, let auto-slotting do it, or replay the floor to see how a shift unfolded.

app.cognitivesoul.com / operations LIVE
CogCore Operations - Warehouse Floor bin-occupancy view

ACTUAL UIA real screen from CogCore Operations - the same console your team works in every day.

BUILT FOR REAL OPERATIONS

Connected, and accountable

Storefront integration. Customer logins, catalog, and price lists are shared with the connected shopping-cart app.
CSV in and out. Import and export on Customers, Quotes, Orders, Products, and AR - migration- and accountant-friendly.
PDF generation. Quotes, invoices, and packing slips render to PDF for email, print, or attach.
Append-only audit log. Every operational change is recorded and filterable by category, date, and free-text search.
AUDIT LOG // APPEND-ONLY LIVE
ORDER#1042 status → Fulfilledjvale
ARpayment $1,200.00 applied to INV-3318bkern
INVENTORY80-7990 −24 (order fulfillment)system
SHIPPINGtracking added · 1Z…4071mreyes
SETTINGSprice list "Wholesale" editedadmin
SEE IT ON YOUR OPERATION

Put your whole operation on one record.

Tell us how orders move through your business today - where they stall, where they slip. We'll show you CogCore running it end to end, desktop and mobile.