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 support@corebridge.net with any of your questions and to live chat with one of our team members.
