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