This article provides a complete overview of how Products and Orders move through CoreBridge, from the initial Estimate to final Completion. Each stage contains links to its own workflow article for detailed steps.




Estimate Workflow - Sales

Covers how an Estimate is created, reviewed, and either approved or cancelled.


  •  Estimate Created → Sales Review → Awaiting Customer Approval → Approved / Cancelled



Estimate Workflow - Design

Details how Estimates move through design stages, including revisions and approvals.


  • Design Needed → Awaiting Proof Approval → Customer Review → Approved / Revision



Order Workflow - Sales

Outlines how new orders are entered, reviewed, and prepared for production, design, or vending.


  • Order Entry → Order Review → Sales Review → Awaiting Customer Action → To Design / To Production / To Vended



Order Workflow - Design

Explains the proofing process, design revisions, approvals, and preparation for production.


  • In Design → Awaiting Proof Approval → Proof Approved → Final Files Prepared → To Production or Vended



Order Workflow - Production

Describes how products are manufactured, reviewed in Quality Control, and finalized for installation, delivery, shipping, or pickup.


  • In Production → Quality Control → Built → Destinations (if enabled)



Order Workflow - Vending

Covers how vended products are managed through purchase orders, arrival, and Quality Control.


  • Purchase Order Created → Product Received → Quality Control → To Production



Order Workflow - Destinations

Focuses on orders that require delivery, shipping, pickup, or installation, and how destination statuses are tracked.


  • Built → Ready → Staff Action (Install / Ship / Pickup / Deliver) → Completed


Order Workflow - Completed

Manages how Orders are finalized after all Products are marked Completed.

  • In Production or Destinations → Completed Workflow → Payment Status Check → Completed: On Account / Completed: Past Due → Closed: Paid in Full