Documents are used to relay information to the customer regarding various transactions such as Estimates, Orders, and Invoices. These are based on preset Document Templates in your system.
Table of Contents
Available Documents
Documents in your system are all based on pre-created Templates that are organized by Document types.
Estimate
a. Detailed Estimate - This Estimate will display order and line item data with an option to turn on component details in hierarchal order. In the Total Footer, taxes have been broken out based on individual Tax Items.
Note: This Document is available in English Canadian, French Canadian, Spanish and US.
b. Standard Estimate - This Estimate will display order and line item data with an option to display the assembly details in hierarchal order.
Note: This Document is available in English Canadian, French Canadian, Spanish and US.
c. Standard Estimate with Proof - This Estimate will display order and line item data with an option to display the assembly details in hierarchal order with the additional option to add a proof.
Note: This Document is available in the US.
Work Order
a. Detailed Work Order with Condensed Header - This Work Order will display each line item and component details with basic order information in hierarchal order. It has a page break between each new line item and contains CoreBridge's condensed order summary header.
b. Detailed Work Order with Standard Header - This Work Order will display each line item and component details with basic order information in hierarchal order. It has a page bread between each new line item and contains CoreBridge's standard order summary header.
c. Simple Work Order - This Work Order will display by order with options to display the assembly details.
d. Simple Work Order with Proof - This Work Order will display by order with options to display the assembly details. It will include the Line Item Approval Image and Production Notes.
e. Standard Work Order with Condensed Header - This Work Order will display each line item with basic order information in hierarchal order. There are options to display the assembly details and bill of materials per line item. It has a page break between each new line item and contains CoreBridge's condensed order summary header.
f. Standard Work Order with Standard Header - This Work Order will display each line item with basic order information in hierarchal order. There are options to display the assembly details and bill of materials per line item. It has a page break between each new line item and contains CoreBridge's standard order summary header.
Invoice
a. Detailed Invoice - This Invoice sill display order and line item data with an option to turn on component details in hierarchal order.
Note: This Document is available in English Canadian, French Canadian, Spanish and US.
b. Standard Invoice - This invoice will display order and line item data with an option to display the asembly details in hierarchal order.
Note: This Document is available in English Canadian, French Canadian, Spanish and US.
c. Standard Invoice with Proof - This Invoice will display order and line item data with an option to display the assembly details in hierarchal order with the additional option to add a proof.
Note: This Document is available in the US.
Packing Slip
a. Standard Packing Slip - This Packing Slip contains basic information such as order information, shipping address and contact information.
Statement
a. Standard Statement - This Statement includes basic information such as payment terms, available in-store credit, and a total balance on any invoices.
Purchase Order
a. Standard Purchase Order - This Purchase Order includes basic information such as items ordered, estimated delivery date, and payment information.
Credit Memo
a. Standard Credit Memo - This Credit Memo includes basic information such as items being credited, amount credited, and the reason for the credit issued.
Receipt
a. Standard 2.25 inch Receipt - This Receipt includes basic information such as date of purchase, items purchased, and amount paid in a 2.25 inch size.
b. Standard 3.125 inch Receipt - This Receipt includes basic information such as date of purchase, items purchased, and amount paid in a 3.125 inch size.
Reconciliation
a. Standard Reconciliation - This Reconciliation includes basic information such as the beginning balance on the account, a list of transactions, and the ending balance.