The following steps outline how an Order moves through the Design Module in CoreBridge, from proofing through production.



In Design

  • The process begins when a Product requires design work and enters WIP: In Design.



Awaiting Proof Approval

  • Once design work is complete, the Status updates to WIP: Awaiting Proof Approval.

  • The Customer reviews the product in the Customer Portal and either approves it or requests revisions.



Customer Decision

  • If the Product is approved:

    • CoreBridge automatically updates the Status to WIP: Proof Approved.

  • If the Product is not approved:

    • The Customer enters revision notes.

    • CoreBridge updates the Status to WIP: In Design Revision.



Design Revisions

  • The Designer makes the requested changes, uploads a new proof, and updates the Status.

  • If further design work is required, the Estimate remains in the Design Module.

  • If review is needed, the Status updates to Sales Review:

    • Sales Staff review, apply any changes, and determine the next step.



Additional Information

  • If more details are required, the Designer requests the information before continuing.

  • Once artwork and proofs are finalized, the Designer uploads files, adds notes, and updates the Status.



Proof Approved

  • When the proof is approved, the Designer makes final file preparations for production.

  • Final files and related documents are uploaded to CoreBridge.

  • The Designer updates the Status.



Production or Vended

  • If the product is vended - Status updates to WIP: Vended Product and continues in the Order Workflow – Vended.

  • If the product is produced in-house - Status updates to WIP: In Production and continues in the Order Workflow – Production.



Next Steps: *link articles

  • [See: Order Workflow – Vended]

  • [See: Order Workflow – Production]