The following steps outline how an Order moves through the Sales Module in CoreBridge, from entry through production, design, or vended product status.
Table of Contents
Order Workflow for Sales
Order Entry
A CSR or Sales Staff member enters Products and information into a new Order.
Estimate is converted into an Order.
CoreBridge automatically sets products to Order Review status.
Account Validation Review
- CSR/Sales Staff determine the next steps and manually update the Product Status.
- CoreBridge checks for down payment rules.
- CoreBridge checks the Customer’s account for any past due Invoices.
- If Invoices are past due:
- A red validation alert notifies staff of the required action.
- CSR/Sales Staff work with the Customer to resolve issues (e.g., payment).
- With proper permissions, a user may override.
CoreBridge checks if Customer is over their Credit Limit.
The Product is reviewed and any necessary notes, changes, or actions are applied.
Order Review
- CSR/Sales Staff determine the next steps and manually update the Product Status.
If additional information is required, the Status moves to Awaiting Customer Action.
The Customer uploads files or notes in the Customer Portal if needed.
Design or Production Needs
After review, the next step depends on the Product requirements:
Does the Product need artwork, proof, or proof approval?
If Yes - The Order follows the Order Workflow for Design.
If No - Continue below.
Is the Product vended?
If Yes - The Product moves to WIP: Vended Product.
If No - The Product moves to WIP: In Production.
Proof Handling
If the Product already has an artwork proof:
If the proof is already approved - Status updates to Proof Approved.
If not yet approved - Status updates to Awaiting Proof Approval.
Workflow Continuation
WIP: In Production → continues in the Order Workflow for Production.
WIP: Vended Product → continues in the Order Workflow for Vended
WIP: Proof Approval → continues in the Order Workflow for Design.
