In CoreBridge, a Multi-Location System refers to any setup with more than one Sales Center. Each Location represents a distinct Sales Center and serves as a way to group all related financial, operational, and reporting data together. This structure allows you to manage multiple Sales Centers within a single system while keeping their performance, accounting, and reporting information clearly separated and easy to track.

Table of Contents

• Location-Specific Settings

• Location-Specific Branding 

• Impact of Multiple Locations on Customers

• Order Production Across Locations

• Multi-Location Pricing Settings

• Reconciling Financials for Multiple Locations

• Multi-location Accounting Sync
  

• Multi-location Credit Card Processing

Location-Specific Settings

Within your system, Locations can be customized individually to reflect the unique details of each Sales Center. You can adjust settings such as location-specific logos, invoice prefixes, DBA names, and other configuration options to ensure each Location is accurately represented in customer-facing and internal documents.

Navigate to the Management Module / Locations / Manage Locations and select the appropriate Location.

Any changes made to this page will need to be saved. For more information on Locations and Company settings, please see Managing Locations & Company Settings.

Location-Specific Branding 

• 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 on placeholders, please see Customer Communications Options.
  • {{company.legalname}}
  • {{company.dba}}
  • {{company.slogan}}
  • {{company.EIN}}
  • {{company.website}}
  • {{customer.webportal.link}}

Impact of Multiple Locations on Customers

• Customers can be assigned to a specific sales Location. This will be the default Location assigned for all Estimates and Orders, however, the sales center can be adjusted during Order entry. 
• Customer In-store credits will also be location-specific.

Example: Cobblestone Cafe has In-Store credit at the Main Location. This cannot be used if a purchase is made at the Demar Visuals Location.

Order Production Across Locations

When using multiple Locations, an Order can be assigned to one Location, but be produced at another. Production Location can be assigned for each individual Product on the Order Page.

Navigate to the Sales Module / Orders and select the appropriate Order.

1. Click the arrow to expand the information on the Product.

2. Select the Production Location using the dropdown.

Multi-Location Pricing Settings

In a Multi-Location System, certain pricing settings can be customized for each Sales Location. This flexibility allows you to account for regional differences, operational costs, or pricing strategies specific to each location.

Navigate to the Management Module / Locations / Multi-Location Settings.

a. Revenue Split - This setting allows you to have the total revenue on each Product of an Order split between the billing and production Locations if they are different.

b. Location Global Pricing Multiplier - This setting allows you to globally raise or lower pricing for all Customers assigned to a specific Location. You can control pricing separately for parts, modifiers, and setup fees. By default, each pricing type is set to 100%. To raise or lower the pricing, simply increase or decrease this percentage and all calculated pricing for the associated type will automatically be adjusted accordingly.

Example: If the calculated Part Price was $100.00, and the Part Multiplier was set to 110%, the final price would be $110.00.

Note: Changes made to this page must be saved.

Reconciling Financials for Multiple Locations

When using a Multi-Location System, Reconciliations must be completed separately for each Sales Center. This ensures that financial data, transactions, and account balances remain accurate and properly attributed to the correct Location.

Navigate to the Accounting Module / Reconciliation / Reconcile Accounts. 

Note: When the reconciliation window opens, you will have the option to select which location you would like to reconcile.

Multi-location Accounting Sync

CoreBridge provides flexibility in how you manage multiple Sales Centers. There’s no single right or wrong setup—each option has its own advantages and considerations.

When deciding how to structure your Multi-Location System, it’s important to consider how your locations operate and interact. Factors such as shared Customers, products, and workflows, the level of financial independence each location requires, and the amount of customization flexibility needed will help determine the best setup.

CoreBridge supports both configuration options, allowing you to choose the structure that best aligns with your business operations and reporting goals. For more information on syncing and exporting, please see Accounting Export With Multiple Locations and Multiple Systems.

Option 1: Separate Systems for Each Location

Each Location operates under its own CoreBridge system, with separate URLs. For example, two locations would each have their own independent CoreBridge instance.

Pros

• Each system is completely independent, with no shared data between locations.

• Full customization flexibility—you can configure settings, pricing, parts, and workflows specific to each location.

• Ideal if your locations have different machines, products, services, or production workflows.

Cons

• Greater potential for duplicate data, especially if locations serve overlapping regions or customer bases.

• Increased maintenance effort, as updates to parts, pricing, or settings must be made separately in each system.

Option 2: One System with Multiple Locations

All Locations are managed within a single CoreBridge system. For example, two locations share one system with separate location configurations.

Pros

• Centralized management—all Customers, Contacts, Estimates, Invoices, and Parts are stored in one system, reducing duplication and setup time.

• Cross-location access—Customers can order from any location, and staff can view all past transactions and notes, regardless of where they were entered.

• Shared production visibility—each location can view and assist with Orders from other locations, improving efficiency.

• Comprehensive reporting—view data for all locations combined, for a single location, or a custom selection of locations.

Cons

• Global settings apply to all locations, limiting customization if locations have different operational needs.

• Staff may need to filter products and services to identify those relevant to their specific location.

• A single Estimate/Invoice numbering sequence is used across all locations, though you can apply prefixes (e.g., “HOU-” or “DAL-”) to differentiate between them.

Multi-location Credit Card Processing

Each Location in your system requires its own set of Credit Card account credentials. If you plan to use the same merchant account across multiple Locations, you can enter the same credentials as used in the other Location. For assistance or clarification, contact CoreBridge Support at support@corebridge.net.