Owners and managers follow a comprehensive training path that covers all different areas in the CoreBridge Management System.
Each lesson - with the corresponding, interactive guides in CoreBridge, and requirements - is outlined below. Completing this interactive training path as outlined is key to a successful implementation and GoLive!
Note: The Interactive portion of the training is contained within your CoreBridge system, rather than this article.
If you have questions at any point or would like to meet with one of our trainers simply click this link to schedule a time to join one of our regularly scheduled Q&A Sessions to get all your questions answered.
Note: For a reminder on how to use the guides in CoreBridge, please see Interactive Guides—Getting Started.
Table of Contents
Lesson 1: System Overview & Management Settings
| Guide | ✔ | Requirement | Time (min) |
|---|
| Managing Locations and Company Settings |
| Required | 3 |
| Hours of Operation |
| Required | 2 |
| Adding New Users |
| Required | 5 |
| User Details |
| Required | 5 |
| User Access Rights |
| Required | 5 |
| User Group Memberships |
| Required | 5 |
Lesson 2: 3rd Party Integrations
| Guide | ✔ | Requirement | Time (min) |
|---|
| Manage Credit Card Services |
| Recommended | 5 |
| Guide | ✔ | Requirement | Time (min) |
|---|
| Income Accounts |
| Required | 10 |
| Cost of Goods Sold Accounts |
| Required | 10 |
| Creating Tax Agencies |
| Required | 10 |
| Creating Tax Groups |
| Required | 10 |
| Customer Tax Exempt Reasons |
| Required | 2 |
Lesson 4: Customer Management
| Guide | ✔ | Requirement | Time (min) |
|---|
| Entering a New Customer |
| Required | 5 |
| Customer Information Page |
| Required | 5 |
| Customer Settings |
| Required | 5 |
| Adding a New Contact to a Company |
| Required | 5 |
| Making Customers Inactive |
| Required | 2 |
| Customer History |
| Required | 5 |
Lesson 5: The Building Blocks of an Order
| Guide | ✔ | Requirement | Time (min) |
|---|
| Building Blocks of an Order Overview—Video |
| Required | 3 |
| Market-Based vs. Cost-Plus Pricing Overview—Video |
| Required | 4 |
| Labor and Pricing Factors |
| Required | 25 |
| Enabling Vended Products |
| Required | 2 |
Lesson 6: Machine Setup, Layout Manager & Layout Modifiers
| Guide | ✔ | Requirement | Time (min) |
|---|
| Machine Setup |
| Required | 10 |
| Layout Manager Overview |
| Required | 5 |
| Setting Up Layout Modifiers |
| Required | 3 |
Lesson 7: Modifiers
This is currently taught through two videos on the Modifier Training article. Please use the recommended guides and videos below as a review for the Modifiers training.
| Guide | ✔ | Requirement | Time (min) |
|---|
| Live Training |
| Required | 60-80 |
| Creating Modifiers |
| Required | 8 |
| Adding Custom Properties to Modifiers—Video |
| Required | 3 |
| Modifier Pricing Tiers—Video |
| Required | 4 |
| Modifier Pricing Formulas—Video |
| Required | 4 |
| Managing Modifiers |
| Required | 2 |
Lesson 8: Modifiers—Advanced
This is currently taught through two videos on the Modifier Training article. Please use the recommended guides and videos below as a review for the Modifiers training.
| Guide | ✔ | Requirement | Time (min) |
|---|
| Advanced Modifiers |
| Recommended | 5 |
Lesson 9: Pricing Templates
| Guide | ✔ | Requirement | Time (min) |
|---|
| Pricing Template Overview |
| Required | 3 |
| Pricing Template Formula Video |
| Required | 3 |
Lesson 10: Creating Parts
| Guide | ✔ | Requirement | Time (min) |
|---|
| Part Overview and Bulk Update |
| Required | 5 |
| Individual Part Options Overview |
| Required | 3 |
| Part Settings and Minimums |
| Required | 5 |
| Creating Parts |
| Required | 8 |
Lesson 11: Part Settings Continued
| Guide | ✔ | Requirement | Time (min) |
|---|
| Part Categories and Groups |
| Required | 5 |
| Part Group Settings |
| Required | 8 |
| Associating Parts to Vendors |
| Required | 5 |
| Cost-Plus Pricing Tiers for Parts |
| Required | 5 |
| Market-Based Pricing Tiers for Parts |
| Required | 5 |
| Importing Parts with Excel Templates |
| Recommended | 5 |
Lesson 12: Parts, Pricing & Quick Products in Order Entry
| Guide | ✔️ | Requirement | Time (min) |
|---|
| Basics of Order Entry |
| Required | 15 |
| Entering a Product with Multiple Parts |
| Required | 10 |
| Grouping Parts—Video |
| Recommended | 3 |
| Switching Parts |
| Recommended | 3 |
| Creating and Editing Quick Products |
| Required | 10 |
| Using Quick Products |
| Required | 3 |
| Entering Parts for Quick Products—Video |
| Recommended | 3 |
| Using Clipboard Products |
| Recommended | 3 |
| Overriding Part Price |
| Required | 5 |
| Editing Existing Quick Products (Advanced) - Video | | Recommended | 3 |
| Marking a Product as Vended |
| Required | 5 |
Lesson 13: Using Estimates & Orders
| Guide | ✔ | Requirement | Time (min) |
|---|
| Entering Estimates—Video |
| Required | 10 |
| Estimate View and Delivery |
| Required | 5 |
| Searching for Estimates |
| Required | 5 |
| Searching for Orders |
| Required | 5 |
| Overview of Statuses |
| Required | 5 |
| How to Create Substatuses |
| Required | 5 |
| Order View and History |
| Required | 5 |
| Product View Page |
| Required | 5 |
| How to Upload a Product Proof |
| Recommended | 5 |
| Order and Estimate Drafts—Video |
| Recommended | 1 |
Lesson 14: Payments, Refunds, & In-Store Credit
| Guide | ✔ | Requirement | Time (min) |
|---|
| Order Restrictions and Product Status Overrides |
| Required | 5 |
| Entering Payments from Orders |
| Required | 3 |
| Entering Multi-payments and Overpayments |
| Required | 5 |
| Entering Refunds |
| Required | 3 |
| Editing a Payment on a WIP or Built Order |
| Required | 5 |
| How to Issue In-store Credit |
| Required | 5 |
| Editing Completed or Closed Orders |
| Required | 5 |
| Writing off Bad Debt |
| Recommended | 5 |
Lesson 15: Customer Communications
| Guide | ✔ | Requirement | Time (min) |
|---|
| Customer Communication Settings |
| Recommended | 10 |
| Setting Customer Communication Defaults |
| Recommended | 10 |
| Customize Estimates |
| Recommended | 2 |
| Customize Invoices |
| Recommended | 2 |
| Customize Statements |
| Recommended | 2 |
| Customer Communication History |
| Optional | 3 |
Lesson 16: Using Queues
| Guide | ✔ | Requirement | Time (min) |
|---|
| How to Navigate Queues—Video |
| Required | 5 |
| Using the Sales Queue |
| Required | 10 |
| Using the Design Queue |
| Required | 5 |
| Using the Production Queue |
| Required | 5 |
| Using Filters in the Production and Design Queues—Video |
| Required | 2 |
Lesson 17: Using the Customer Portal
| Guide | ✔ | Requirement | Time (min) |
|---|
| Enabling the Customer Portal |
| Recommended | 5 |
| Customer Portal Overview—Video |
| Recommended | 3 |
| Approving Proofs in the Customer Portal—Video |
| Recommended | 2 |
| How to Make Payments in the Customer Portal—Video |
| Recommended | 2 |
| Customizing the Customer Portal |
| Recommended | 2 |
Lesson 18: Alerts & Alert Subscriptions
| Guide | ✔ | Requirement | Time (min) |
|---|
| Adding Alerts |
| Recommended | 5 |
| User Alert Subscriptions |
| Recommended | 5 |
Lesson 19: CRM
| Guide | ✔ | Requirement | Time (min) |
|---|
| Adding Contacts in CRM |
| Recommended | 5 |
| Creating CRM Events |
| Recommended | 5 |
| Customizing CRM Events |
| Recommended | 3 |
Lesson 20: Customer Management - Advanced
| Guide | ✔ | Requirement | Time (min) |
|---|
| Customer Industry Types |
| Recommended | 4 |
| Customer Origination Types |
| Recommended | 3 |
| Customer Types |
| Recommended | 2 |
| Customer Master Accounts |
| Optional | 2 |
| Customer Pricing Options |
| Optional | 5 |
Lesson 21: Time Management
| Guide | ✔ | Requirement | Time (min) |
|---|
| Time Tracking Activities |
| Recommended | 3 |
| Time Tracking Status and Adjustments |
| Recommended | 3 |
| Time Clock |
| Recommended | 3 |
Lesson 22: Reports & Dashboards
| Guide | ✔ | Requirement | Time (min) |
|---|
| Reports Navigation—Video |
| Required | 2 |
| Company-wide Sales Reports |
| Recommended | 5 |
| Goals Reports |
| Optional | 3 |
Lesson 23: Importing Data
| Guide | ✔ | Requirement | Time (min) |
|---|
| Importing Data |
| Optional | 10 |
Lesson 24: Daily Reconciliation
| Guide | ✔ | Requirement | Time (min) |
|---|
| Reconciliation Summary |
| Required (Post GoLive!) | 10 |
| Correcting Out of Balance Transactions |
| Required (Post GoLive!) | 5 |
| Review Balance Sheets |
| Required (Post GoLive!) | 5 |
Lesson 25: Destinations Workflow
| Guide | ✔️ | Requirement | Time (min) |
| Destinations Overview - Video |
| Recommended | 3 |
| How to Create and Edit Destinations - Video |
| Recommended | 1 |
| How to Manage Destination - Video |
| Recommended | 1 |
| How to Manage Quantities - Video |
| Recommended | 2 |
| Using XPS - Video |
| Recommended | 3 |
Lesson 26: Purchasing
| Guide | ✔ | Requirement | Time (min) |
|---|
| Creating Vendor Purchase Orders—Video |
| Recommended | 4 |
| Managing Purchase Orders |
| Recommended | 5 |
Note: You can attend as many Q&A Sessions as you would like. Or, contact support@corebridge.net with questions and to live chat with one of our team members.
