Global Settings 13

• Hours of Operation
• Custom Outgoing Email Domain
• Personalized Outgoing Email Addresses
• Setting Up A Custom Domain/URL
• Invoice Numbering & Prefixes

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User Management 8

• Adding New Users
• User Details
• User Access Rights
• User Group Memberships
• Adding Alerts

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Customer Communication 10

• Customer Communications Settings
• Enabling Automatic Monthly Statements To Customers
• Creating Custom Customer Industry Types
• Estimate & Invoice Display Settings
• Customer Statements Customization

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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

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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

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Credit Card Processing 8

• 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

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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