You can get pricing in CoreBridge in three ways: Quick Price, Estimate, or Order.

  • Quick Price:  Does not require Customer information to get pricing. Quick Price will always display Tier 1, or the default pricing in your system. Quick Price can be converted to an Estimate or Order.
  • Estimate:  Requires Customer information to be entered, which pulls in any custom settings you may have for that Customer, including custom pricing and tax information. Estimates can be converted into an Order and will maintain the same suffix numbering. 

Example: Estimate 1234 (EST-1234) will convert to Order 1234 (INV-1234) 

  • Order:  Requires Customer information to be entered, which pulls in any custom settings you may have for that Customer, including custom pricing and tax information.



Table of Contents



Key Terms 


Estimate: An Estimate is a preliminary document that provides pricing and details for proposed Products or services before an Order is confirmed.

Order: An Order is a confirmed request to produce or deliver Products or services, based on the details agreed upon in an Estimate or entered directly.

Product:  A complete, deliverable item which is made up of one or more Part, and built within an Estimate or Order. Each Product displays as a Line item on an Invoice.

Parts:  Raw material, substrates or service items that are created in the Management Module.

Product Description:  Description of the complete deliverable item. This will display on customer Estimate, Order, Invoice, and also in the Customer Portal.

Product Quantity:  Number of complete deliverable items which the Customer is purchasing. 

Product Category:  Select from a drop down list the Product Category which best fits the product you are building. For more information, please see Product Categories.

Manage Product Notes:  Add notes which are associated to this product. Select the recipients for each note added.

Part Properties:  Components of a part controlled by the Pricing Template as found in the Management Module.

Layout Manager:  An option that can be enabled on certain machine types. It shows how the part will fit on the material you are using and allows you to charge for services like cutting.

Modifiers:  Items or services, not sold by themselves, which affect the way a part is produced, such as Grommets on a banner, or Holes in a rigid sign. Modifiers are created and associated to parts in the Management Module.




Entering a Product on an Order


1. Enter a Product Name.

2. Enter the Product Quantity.

3. Select a Product Category if required.

4. Enter the Part Properties, as needed.



5. Select the Machine, if needed.  

6. Add any Modifiers which apply to this part. 

Note: Modifiers that have been associated to a part will appear automatically to be added to the part.
7. Add additional Modifiers, if necessary.

8. Click Save Part.