The following steps outline how an Order moves through the Sales Module in CoreBridge, from entry through production, design, or vended product status.

Order Entry

• A CSR or Sales Staff member enters Products and information into a new Order.

• CoreBridge automatically sets products to Order Review status.

Account Review

• CoreBridge checks the Customer’s account for any past due Invoices.

• If Invoices are past due:

  • A red validation alert notifies staff of the required action.

  • CSR/Sales Staff work with the Customer to resolve issues (e.g., payment).

  • With proper permissions, a user may override.

Order Review

• CSR/Sales Staff determine the next steps and manually update the Product Status.

• If needed, the Order moves into Sales Review.

 Sales Review

• The Product is reviewed and any necessary notes, changes, or actions are applied.

• If additional information is required, the Status moves to Awaiting Customer Action.

• The Customer uploads files or notes in the Customer Portal before the job continues.

Design or Production Needs

After review, the next step depends on the Product requirements:

• Does the Product need artwork, proof, or proof approval?

  • If Yes - The Order follows the Order Workflow – Design.

  • If No - Continue below.

• Is the Product vended?

  • If Yes - The Product moves to WIP: Vended Product.

  • If No - The Product moves to WIP: In Production.

Proof Handling

• If the Product already has an artwork proof:

  • If the proof is already approved - Status updates to Proof Approved.

  • If not yet approved - Status updates to Awaiting Proof Approval.

Workflow Continuation

• WIP: In Production → continues in the Order Workflow – Production.

• WIP: Vended Product → continues in the Order Workflow – Vended.

• WIP: Proof Approval → continues in the Order Workflow – Design.

Next Steps

*article links*

• [See: Order Workflow – Production]

• [See: Order Workflow – Vended]

• [See: Order Workflow – Design]