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Solution home
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
8
How to Process Credit Cards using a EMV (Chip) Terminal
Credit Card Transactions – Offline Vs. Online
Clover Connect - FAQ for Online Credit Card Processing
Nexio - A CoreBridge Integrated Merchant Services Provider
Nexio - FAQ for Online Credit Card Processing
See all 8 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