Managing your workflow from creation to delivery is easier with CoreBridge's Product Queues. The Sales, Design, and Production Queues all have the same basic navigation. When Orders and Estimates are placed, you will see them in the work Queues then manually move the Products to the next Queue by updating the Product Status.
For more information on using the Queues in each of the Modules, please see Using the Sales Queue, Using the Design Queue, Using the Production Queue, and the How to Create Substatuses articles.
Note: If you notice features that are not included in your CoreBridge subscription level, contact sales@corebridge.net to ask about adding these features.
Table of Contents
- General Overview
- Ordering Products by Due Date
- Filtering the Queues
- Interacting with Products in the Queues
- Related Articles
General Overview
Most Queues across all three Modules are organized by Product and sorted by Status.
The only exceptions are the Past Due and On Account Queues in the Sales module, which are organized by Invoice number. This setup allows salespeople to view and email Invoices and enter Payments without leaving the Queues.
Each Module has its own set of Queues based on the specific actions performed in that Module. The rounded numbers represent the number of Products in each of the Queues.
At the bottom of the page, you’ll find the Queue Auto Refresh Clock which updates the on screen data to reflect the Status of the current projects in real time. Click the pause button to keep the page from refreshing while you work, or click the refresh button to see current updates at any time.
Ordering Products by Due Date
By default, Products are organized by the next approaching due date. Any past due Products will show up in the Queue first, from most overdue to least. You can hover over the column header to review the color legend or click on the header to reorder the Products by due date.
Filtering the Queues
a. Dropdown Filters: Narrow your search by using one or more dropdown filters.
b. Search Field: Type keywords into the Search field.
c. Queue Prioritization: Classify your Products using the prioritization color codes. Click on any number in this column to bring up the prioritization popup window. You can select the Responsibility and its corresponding color, assign it a priority number, or both, then click Save.
d. Product Assigned to: The Product Assigned To feature is found in the Sales, Design, and Production queues and allows you to assign Products to one or more active users. Product assignments can be viewed and edited on the Order View and Product View pages. Users can also filter Products in the Queues based on who has been assigned to it.
For information on how to save your Queue filter settings, depending on user permission, go to Management / Global Settings / Production Settings / Queues.
Interacting with Products in the Queues
a. Invoice or Estimate Number.
b. This is the Product Index Number which indicates how many Products are on an Estimate or Order. Clicking on the hyperlink will take you to the digital Work Order.
c. This is the View Order icon which takes you to the Invoice or Estimate.
d. This is the Proof icon which will show you any Product Proof that has been uploaded.
e. This arrow allows you to quickly review or update a Product.
Note: When this line is collapsed, the arrow will point down.
f. Click here if you want to print the Work Order.
g. Click here to view the Product Notes. All Notes are available on the digital Work Order, but only the Production Notes appear on the printed work order as well. Sales, Design, and Production Notes are for internal use only, while Customer and Vendor Notes will appear in their respective portals, if enabled.
h. These boxes allow you to select who will receive the Note.
i. Add the Note to this field.
j. If you would like to save the Note, click Add Note.
Note: To allow for accountability and transparency, existing Notes cannot be edited or deleted, but you can always add new Notes. Remember, if you select Customer or Vendor, your Notes will be seen by your customers and vendors.
k. These dropdowns can be used to change the Status Substatus, and Designer. The Design Due Date and Product Due Date can also be adjusted if needed.
Statuses tell you where a product is in the workflow and are standard throughout the system.
Substatuses are detailed product statuses that allow you to customize the workflow for each center.
Note: Changing a Status, not a Substatus, will move a product to the next Queue in the workflow.
The Status of an Order does not change until all Products within the Order have been updated to the same Status.
l. If there are multiple Products on an Order, you can click View Related Products and a pop-up will appear with hyperlinks that will open those Digital Work Orders.
