All customer pricing functionality is done within the Sales Module.
You can get pricing in CoreBridge in three ways: Quick Price, Estimate, or Order.
Table of Contents
Quick Price
Does not require Customer information to get pricing. This makes it ideal for quoting prices to Customers who call in or stop by looking for basic prices. 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.
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.
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 Products
An Order or Estimate contains one or more Products. A Product is a completed, finished Item that is made up of one or more Parts, and shows up as a single line on an Invoice. Everything within this box shows up as a Line Item on an Invoice or Estimate.
Navigate to Quick Price, Estimate, or Order in the Sales Module.
Note: Estimates and Orders will require you to select a Customer and enter an Order description.
1. Enter the Product Name.
Note: Product names will always be displayed to the Customer.
2. Enter the Product Quantity, the number of finished Items the Customer is purchasing.
3. Select a Product Category from the dropdown menu. Product Categories allow you to track the finished Products that your Customers purchase in the Reports Module.
4. Click + Add Part to choose from a list of Parts.
Note: Parts make up a Product. Parts are raw Materials, substrates or service items that are set up in the Management Module.
5. Select a Part.
a. Quickly find the Part you need by using the Search field.
b. Parts can be filtered by Category.
Note: Parts can be assigned to multiple Part Categories in the Management Module.
6. Enter the Part Properties including Part Quantity, Width, and Height.
Note: Part Quantity refers to the number of Parts you need for one finished Product.
Note: Each Part has different components that can be customized in the Management Module.
7. Select the Machine from the dropdown menu.
Note: This dropdown menu only displays Machines that have been associated with specific Parts, which is done previously in the Management Module.
8. Enter any Part Text or Notes as needed.
Note: This information will be visible internally on both the digital and printed Work Order. This information can be hidden or made visible to your Customer based on your Estimate or Invoice settings.
9. Include any necessary Modifiers. Modifiers are generally Elements that are not sold as a stand-alone feature or item.
10. When you have added all the necessary information for this Part, click Save Part.
Note: To add Product Notes, click Manage Products Notes.
a. Past Product Notes are organized by tabs.
b. New Notes are sent to selected groups.
c. New Note text is added in this field.
d. Add Note saves this Note. Once saved, Notes cannot be edited.
