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Knowledge base
Onboarding & Interactive Training Resources
Getting Started
4
System Setup Checklist
Go Live with CoreBridge
CoreBridge Accounting Sync Process
CoreBridge's Integrated Merchant Service Providers
Interactive Training & Paths
4
Interactive Training - Getting Started
Interactive Training Path - Owners & Managers
Interactive Training Path - Sales Staff
Interactive Training Path - Design & Production Staff
Popular Resources
Quick Tips
10
Keyboard Shortcuts
Quick Search
Compatible Browsers
Clearing Your Browser Cache
Changing Your CoreBridge Password
See all 10 articles
Good to Know
16
GoTo Web Based Meeting Support Resources
How to Complete your QuickBooks Desktop: Summary First Sync
What Is The Difference Between Products, Parts, & Modifiers?
How to Complete your QuickBooks Online: Summary First Sync
What Are The Different Pricing Methods And Terms Used?
See all 16 articles
Overviews
11
Sales Module Overview
Design Module Overview
Production Module Overview
Production Module Detailed Overview
Accounting Module Overview
See all 11 articles
Workflow Resources
Flowcharts
8
Estimate Workflow - Sales
Estimate Workflow - Design
Order Workflow - Sales
Order Workflow - Design
Order Workflow - Production
See all 8 articles
Workflows & Productivity
17
Queues & Product Statuses
Queue Prioritization
Assigning a Product to a User
Statuses and Detailed Workflow
Persistent Sub-status
See all 17 articles
Destinations Workflow (Optional)
6
Destinations Overview
Destinations - How To Create and Edit Destinations
Destinations - Using XPS Integration in Shipping Queues
Destinations - How to Manage Quantities
Destinations - How to Manage Destinations in Production Workflow
See all 6 articles
Sales Module
Working with Customers
26
Entering a New Customer
Customer Information
Customer Settings
Adding a New Contact to a Company
Customer Status Basics
See all 26 articles
Customer Email Groups
0
Working with Estimates & Orders
33
Editing A Completed Or Closed Order
Providing Estimates With Multiple Quantity Options
Order Statuses And Definitions
Cloning Estimates Or Orders
Building Blocks of an Order
See all 33 articles
Proofs & Files
3
How To Upload A Product Proof
File Management
Email Attachments
Customer Portal
12
Approving Proofs in the Customer Portal
Approving Estimates in the Customer Portal
Change Requests in the Customer Portal
Product Notes in the Customer Portal
Reordering from the Customer Portal
See all 12 articles
Payment Management
11
Entering A Payment
Edit A Payment
Writing off Bad Debt
Entering Multi-payment and Overpayments
Entering Payments from Orders
See all 11 articles
Sales Management
11
Dashboard Report: Company-wide Total
Assigning A Salesperson
Customer Tax Exempt Reasons
Managing Quick Products
Using Product Setup Fees
See all 11 articles
Accounting Module
Overview
3
Accounting in CoreBridge
Accounting Export Options
Taking Over an Existing System - A Financial Perspective
CoreBridge Reconciliations
5
Reconciliations - Completing, Viewing, Reporting
Reconciliation Detail
Reconciliation Grouping
Correcting Out of Balance Transactions
Review Balance Sheets
Managing Accounts
3
Income Accounts
Cost Of Goods Sold Accounts
Reconciliation Account Details
Accounting Export
6
Determining Your Export Type
How Summary Sync Works
How Summary Sync Works – QuickBooks Example
FAQ & Best Practices - CoreBridge Accounting Sync
Accounting Export With Multiple Locations and Multiple Systems
See all 6 articles
Sync Setup
21
Sync Setup: QuickBooks Desktop for Windows - Summary Sync
Sync Setup: QuickBooks Desktop for Windows - Detail Sync
Export Setup: QuickBooks Desktop - Manual Export - MAC or IIF
Sync Setup: QuickBooks Online - Summary Sync
Sync Setup: QuickBooks Online - Detail Sync
See all 21 articles
QuickBooks General
4
Summary Sync – How to process a negative payment
Switching from QB Desktop to QB Online - Detail Sync
Switching from QB Desktop to QB Online - Summary Sync
QuickBooks Detail Sync - Closing Date
QuickBooks Desktop
14
QuickBooks Desktop: FAQ - Detail Sync
QuickBooks Desktop: Application Settings for Sync
QuickBooks Desktop: Sync Tool Download and Installation
QuickBooks Desktop: Sync Tool Setup - Summary Sync
QuickBooks Desktop: Sync Tool Setup - Detail Sync
See all 14 articles
QuickBooks Online
9
QuickBooks Online: FAQ - Detail Sync
QuickBooks Online: Application Settings for Sync
QuickBooks Online: How to Perform a Sync
QuickBooks Online: Authorize CoreBridge Sync with QuickBooks
QuickBooks Online: Detail Sync and Inventory Items
See all 9 articles
Xero
9
Xero Detail Sync: FAQ
Xero Detail Sync: Summary of Manual Entry Needed in Xero
Xero: How to Run a Sync
Xero: Detail Sync - reporting sync errors
Xero: Detail Sync - Payments
See all 9 articles
Purchasing Module
Vendor Management
3
Creating & Managing Vendors
Vendor Communications Settings
Creating Vendor Purchase Orders
Purchase Order Management
1
Creating & Managing Purchase Orders
Inventory Management
1
Inventory Management
Report Module
Overview
2
Exporting Data From The Reports Module
Overview of Production Reports
Sales Reports
2
Sales Monitor
Overview of the Sales Report Module
Second Generation Reports
2
Introduction to Second-Generation Reports
Using Second-Generation Reports
Management Module
Global Settings
13
Hours of Operation
Custom Outgoing Email Domain
Personalized Outgoing Email Addresses
Setting Up A Custom Domain/URL
Invoice Numbering & Prefixes
See all 13 articles
User Management
8
Adding New Users
User Details
User Access Rights
User Group Memberships
Adding Alerts
See all 8 articles
Customer Communication
10
Customer Communications Settings
Enabling Automatic Monthly Statements To Customers
Creating Custom Customer Industry Types
Estimate & Invoice Display Settings
Customer Statements Customization
See all 10 articles
Part & Pricing Template Management
22
Creating Pricing Templates
Creating Parts
Global Pricing Tiers
Part Groups
Cloning Parts
See all 22 articles
Modifier Management
7
Creating Modifiers
Adding Custom Properties to Modifiers
Modifier Pricing Tiers
Modifier Pricing Formulas
Managing Modifiers
See all 7 articles
Machine Management
5
Creating Machines
Machine Availability In Order Entry
Layout Manager Overview
Machine Set-up
Setting up Layout Modifiers
Location & Tax Management
7
Managing Locations & Company Settings
Creating Tax Agencies
Creating Tax Groups
Tax Group Rounding
Updating Sales Tax
See all 7 articles
Credit Card Processing
11
How to Process Credit Cards using a EMV (Chip) Terminal
Credit Card Transactions – Offline Vs. Online
Fiserv (formerly Clover Connect) - FAQ for Online Credit Card Processing
Nexio - A CoreBridge Integrated Merchant Services Provider
Nexio - FAQ for Online Credit Card Processing
See all 11 articles
Import Tools
4
Importing Parts with Excel Templates
Importing Vendors & Templates
Importing Customers & Templates
Importing Data
3rd Party Integrations
5
Zapier Integration
XPS Ship - CoreBridge's Integrated Shipping Provider
FAQ - XPSship Integration with the Destinations Module
TaxJar - CoreBridge's Integrated Tax Compliance Service Provider
Loyalty Loop
Supported Data Imports
Cyrious
5
How to Import Customer List from Cyrious
Cyrious Customer Import Overview
Instructions for Mapping your Customer Types, Customer Originations and Industries
How to Import Order History from Cyrious
Cyrious Order History Import Overview
SignVox
5
How to Import Customer List from SignVox
SignVox Customer Import Overview
How to Import Order History from SignVox
SignVox Order History Import Overview
How to transition signVOX WIP & A/Rs to CoreBridge
Casper
3
How to Import Customer List from Casper
Casper Customer Import Overview
How to Import Order History from Casper
Activity
3
How to Import Customer List from Activity
Activity Customer Import Overview
How to Import Order History from Activity
QuickBooks
4
How to Import Customer List from QuickBooks (Desktop)
How to Import Customer List from QuickBooks Online
How to Import Vendor List from QuickBooks (Desktop)
How to Import Vendor List from QuickBooks Online
MYOB
1
How to Import Customer List from MYOB
shopVOX
4
How to Import Customers From shopVOX
shopVOX Customer Import Overview
How to Import Order History from ShopVOX
shopVOX Order History Import Overview
ReSourcePOS
0
Ecommerce
Admin Panel & Settings
11
Ecommerce Training Path
Logging into the Ecommerce Admin Panel
Admin Panel Overview
The Difference Between Catalogs, Collections, Products, and Add-ons
Shipping Methods
See all 11 articles
Stores, Catalogs, & Collections
10
Adding New Stores
Customizing Stores
Collection Associations
Adding New Catalogs
Managing Stores
See all 10 articles
Product Management
7
Adding New Products in Ecommerce
Product Art & Images Tab
Tiered Pricing
Add-Ons
Product Assets
See all 7 articles
Legacy Online Designer
5
Online Designer - Admin
Online Designer - Admin: Text Boxes
Online Designer Settings
Colors and Color Groups
Fonts and Font Groups
Advanced Online Designer
5
Overview of the Online Designer
Using Markers in Templates (For Advanced Users)
Configuring & Using Surface Boundaries
Configuring & Using Design Editor Presets
Adding additional Surfaces to a Template
Customer View
5
Account Dashboard
Ordering Products
Online Designer - Customer View
Submitting an Order for Approval
Approving Orders
Internal
Support requests for 1 on 1 Training
0
