Table of Contents
Managing Locations and Company Settings
CoreBridge uses Locations to group all of your financial data. The Location details should relate to a single sales Location and will appear on communication with Customers and Vendors. Company settings and branding can be controlled at an individual location level.
Navigate to Management Module / Locations.
1. Select Manage Locations.
2. Click on the location you wish to manage.
3. Select the Location & Company tab.
4. Enter Location Details.
a. Enter a name for the Location.
b. Enter your Company's Location number if applicable.
c. Select the Time Zone related to this location.
d. Set your Prefixes for Invoices, Estimates, and Purchase Orders.
Note: If you have multiple locations, we recommend using the prefix to differentiate between locations. Example: INV-LA for Los Angeles or INV-SF for San Fransisco.
e. Use the dropdown to select a default for Product production.
Note: This will affect new Orders.
f. Click here if you need to reassign house account customers to a different salesperson. For more information, please see Customer Salesperson Reassignment.
5. Upload a logo for this location. You can upload different logos for each location to utilize multi-location branding.
Note: Your logo will appear on reports, invoices, estimates, and other documents as well as in the upper left-hand corner of your system.
6. You can add up to two optional Custom Links and text, which will always appear in the upper left-hand corner of your system. If you choose to not use these, simply leave the fields blank.
7. Enter Company Information.
a. This is the company name your customers recognize, often referred to as your Doing Business As (DBA) name. It appears throughout the system for this specific Location and can differ from the names used at other Locations within your system.
b. The Company name you use on your tax and legal forms.
c. Enter your Company's Slogan. This is optional.
d. This is an optional identifier that displays on Estimates and Invoices.
e. Enter bank information if you would like that displayed on Estimates and Invoices.
f. This is your Tax ID. Entering it is optional and simply provides an easy to access reference.
g. This email address must match your authorized domain. For more information, please see Custom Outgoing Email Domain.
h. Enter a Phone Number.
i. Enter a Fax Number.
j. Enter a Toll Free number.
k. Your Web Domain will appear on Estimates and Invoices.
l. Enter your Region.
8. Enter your the address for this Location.
9. Click Save Changes.
Frequently Asked Questions
1. What does multi-location branding allow me to do?
- Use location-specific logos and details for each location.
- Different locations can use differently branded login pages.
- Tailor customer communications with location specific information on the following Customer Communications placeholders. For more information, please see Customer Communications Options.
- {{company.legalname}}
- {{company.dba}}
- {{company.slogan}}
- {{company.EIN}}
- {{company.website}}
- {{customer.webportal.link}}
2. I have a multi-location system. How do I access the branded login pages specific to each location?
You can find the links for each location by going to Management / Global Settings / Domain in your system. If you're using custom domains, these will be visible here as well. For more information on custom domains, please see Setting Up a Custom Domain/URL.
This will typically follow this convention:
- yoursignshop-2.corebridge.net
- yoursignshop-3.corebridge.net
- yoursignshop-4.corebridge.net
Your default URL such as yoursignshop.corebridge.net can always be used and will use the primary location's branding (typically ID 2).
3. I have a multi-location system. Why do my default location specific URLs not start at 1?
Most systems have their location IDs starting at 2 since 1 is a reserved ID in the system. You can purchase wildcard SSL(s) and setup custom domains for each location by going to Management > Global Settings > Domain in your system. Keep in mind that you'll need a wild card SSL for each distinct domain you use, such as yourdomain.com and yourotherdomain.com. If you're using the same domain for each location, you'll only need one wild card SSL.
4. I have a multi-location system. I use the same brand across all locations.
You can use the same or different branding on one or more locations.
5. I have a multi-location system. What branding will my customers see on the Customer Portal?
Your system will have location specific URLs that have the appropriate branding. The Portal link placeholder for emails will use the customer's assigned location to determining the correct link to send.
If your customer is using your default customer portal URL such as yoursignshop-client.corebridge.net, they'll be presented with branding for your primary location at the login screen. Once logged in, the branding will update if their assigned location is different.
6. I have a multi-location system. Can I have multiple domains for my outgoing email?
Absolutely. A CoreBridge system can have any number of outgoing email domains. You can set your system to send from your location email address by navigating to Management / Global Settings / Domain / Email Settings and selecting the Send from Location email address option for your default outgoing email address.
Note: If you have personalized email addresses enabled for a user, these will override your default location email when used. Personalized user email addresses are not context-sensitive and do not adapt to location settings. For more information, please see Personalized Outgoing Email Addresses.
Related Articles
Customer Communications Options.
Customer Salesperson Reassignment.