Pricing Templates provide a framework for calculating part pricing in CoreBridge. They define how costs and retail prices are determined based on specific units of measurement - helping you maintain consistency and accuracy across similar parts.


A single Pricing Template can be applied to multiple Parts throughout your system. For example, a Square Foot template can be used for banners, aluminum panels, or corrugated plastic - any product that uses square footage as its pricing basis. CoreBridge includes several standard templates by default, but you can edit these or create new ones to fit your shop’s unique pricing needs.


Each Pricing Template is organized by its unit of measurement, which is typically reflected in the template’s name. When creating a new Part, you’ll first select the appropriate pricing unit, followed by the specific template within that unit to define how pricing will be calculated.



Table of Contents



Pricing Template Overview


Navigate to Management Module / Parts / Pricing Templates / Manage.



a. Template Name - Choose a name that clearly identifies the purpose or use of the template. The name should make it easy to recognize and select the correct template when assigning it to a Part.

b. Pricing Units - Unit of measurement this Template uses.
Note: The Pricing Unit cannot be changed while this Template is associated to a Part.

c. Properties - Items that affect any Part using this Pricing Template and will be visible when entering information on Estimates and Orders. For more information, see below.



Standard Properties


Those properties that are commonly used with most Parts.


a. Part Quantity - Check this if you would like to indicate how many Parts you need for each finished Product.

b. Width, Height, and Depth - These affect measurement and pricing.

Note: If you check Width, Height, or Depth then those values must be entered during Order entry.

c. Part Text - Enables a text field for entering wording that appears on the Part, such as a slogan.

d. Part Notes - Enables a text field for entering additional instructions or information on the Part.
Note:  Part Text and Part Notes will appear internally on digital and printed Work Orders. These fields can be turned on or off for the client to view based on Invoice settings.



Vended Items


Vended items originate from a third party. If you are creating a Pricing Template for Parts that are going to be vended the majority of the time, you can select Properties that will automatically be included in any Part that uses this Pricing Template.

Note: None of the Properties will be visible to your clients.


a. Vendor Cost - This is what the vendor charges you for the Part.

b. Vendor Markup - This is the percentage you want to add to the Vendor Cost to equal your retail price.

c. Vendor Part Number - This is any reference number the vendor uses to identify the Part.

d. Vendor Item Description - Any specific details regarding the Part.



Creating a Pricing Template


Navigate to the Management Module / Parts / Pricing Templates.



1. Name your template.

2. Select a Pricing Unit.

Note: The selected unit of measurement is used when creating parts to ensure accurate pricing calculations. You can create multiple pricing templates that share the same unit but differ in functionality or appearance. When adding a part, select the pricing unit first, then choose the appropriate template within that unit.

3. Select which Standard Properties you would like on your template.

Note: Only the properties you select will be displayed during Order Entry.

4. Select which Vended Item Properties you would like on your template.

5. Click Create Pricing Template.




Custom Properties

In addition to the standard properties, you can create Custom Properties. 
1. Click Add Custom Property.



2. Click View Instructions if desired.

Note: These instructions are available throughout the process if you need to refer back to them.

3. Select the Interface Item.

Note: The following pop-ups will differ slightly depending on the interface chosen. This article uses Dropdown as the example.



4. Select the value.



5. Enter a Property Label.

6. Click Add Template Item.




Pricing Template Preview


The Pricing Template Preview tab displays how the Properties you’ve configured for a Pricing Template will appear to users during Order entry. This preview allows you to confirm that all fields and options are presented clearly, ensuring a smooth experience when users add the associated Part to an Order.


Navigate to the Management Module / Parts / Pricing Template / Pricing Template Preview tab.




Pricing Template Formula


The Pricing Template Formula defines how a Part’s price is calculated based on the variables and properties you include in the template. By customizing this formula, you can determine exactly which pieces of information - such as dimensions, materials, or labor factors - are used to calculate pricing for a specific Part.


You can also create multiple Pricing Templates that share the same unit of measurement but use different formulas or calculation methods. This flexibility allows you to fine-tune pricing for similar products that may have unique cost structures or production requirements.


Once a Pricing Template is configured, it can be associated with one or more Parts or Part Groups, ensuring consistent and accurate pricing across your system.


Navigate to the Management Module / Parts / Pricing Template and select the appropriate Pricing Template.


1. Select the Pricing Template Formula tab.

2. Drag and drop items from the Components section into the Formula Builder.

   a. Your formula will appear here in blue as you add components.

   b. Clicking add group will add an additional container for your formula.

   c. You can select the operator you would like in between the groups.

   d. Each group added appears as a separate container.

   e. Additional information about each Component appears when hovered over.

3. Click Save Formula.



Note: Always test your pricing by using the Quick Price or Test Pricing functions in your system.