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!


    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

Recommended
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
Recommended
4
Labor and Pricing Factors
Required
25
Enabling Vended Products
Recommended
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 as a Live Training as listed on your GoLive! Checklist. For new centers training on CoreBridge, the registration link is included in your Welcome to CoreBridge Training—Get Ready email. If you're an existing center that would like to train additional staff on this subject, please contact training@corebridge.net for a registration link. Please use the recommended guides and videos below as preparation or review for the live 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 as a Live Training as listed on your GoLive! Checklist. For new centers training on CoreBridge, the registration link is included in your Welcome to CoreBridge Training—Get Ready email. If you're an existing center that would like to train additional staff on this subject, please contact training@corebridge.net for a registration link. Please use the recommended guides and videos below as preparation or review for the live Modifiers training.

Guide

Requirement
Time (min)
Advanced Modifiers
Recommended
5


Lesson 9, 10 & 11:  Pricing Templates & Parts

This is currently taught as a Live Training as listed on your GoLive! Checklist. For new centers training on CoreBridge, the registration link is included in your Welcome to CoreBridge Training—Get Ready email. If you're an existing center that would like to train additional staff on this subject, please contact training@corebridge.net for a registration link. Please use the recommended guides below as preparation or review for the live Pricing Templates and Parts training.


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
Recommended
10
Using Quick Products
Recommended
3
Editing Existing Quick Products (Advanced)—Video
Recommended
3
Overriding Part Price
Recommended
5
Marking a Product as Vended
Recommended
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
Required5
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

Optional3


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

Required2
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

Optional2
Customer Pricing Options

Optional5


Lesson 21:  Time Management

Guide

Requirement
Time (min)
Time Tracking Activities

Recommended
3
Time Tracking Status and Adjustments

Recommended
3
Time Clock

Recommended3



Lesson 22:  Reports & Dashboards

Guide

Requirement
Time (min)
Reports Navigation—Video

Required
2
Company-wide Sales Reports

Recommended
5
Goals Reports

Optional3


Lesson 23:  Importing Data

Guide

Requirement
Time (min)
Importing Data
Optional10


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