CoreBridge Management System Interactive Training Path for Owners & Managers : CoreBridge

Overview

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 (the interactive part is in your CoreBridge system, not in this article) and requirements is outlined below. Completing this interactive training path as outlined is key to a successful implementation and GoLive!

We know it's going to be a lot of information. So if you have any 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.

IMPORTANT: For a reminder on how to use the guides in CoreBridge, please review the Interactive Guides—Getting Started article.

You may wish to print out this article to use as a handy checklist for charting your training progress.

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

Lesson 3: Setting Up Income/Expense Accounts & Tax Information

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

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
Associating Parts to Vendors	Required	5
Part Group Settings	Required	8
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
Editing Existing Quick Products (Advanced)—Video	Recommended	3
Overriding Part Price	Required	5
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
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
How to Create Substatuses	Required	10

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: Purchasing

Guide	✔	Requirement	Time (min)
Creating Vendor Purchase Orders—Video		Recommended	4
Managing Purchase Orders		Recommended	5

Reminder you can attend as many Q&A Sessions as you want here. Or reach out to [email protected] with any of your questions and to live chat with one of our team members.

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Interactive Training Path - Owners & Managers