Machines represent the equipment used to produce your Products. Along with Materials and Labor, Machines define how work is estimated, scheduled, and tracked throughout production. Your system includes a basic set of Machines to help you get started, and you can add or customize additional Machines at any time to match your production environment.
Table of Contents
Adding Machines
Your CoreBridge system comes with an example Machine for every type of Machine in the sign industry. The recommended best practice is to clone an existing Machine that is similar to the Machine you are adding, then updating necessary details.
Navigate to System Settings / Components / Machines.
1. Open the More Actions menu for the Machine that best matches the one you want to create.
2. Select Clone.
Note: If you need to create a Machine from scratch, use the Add Machine button instead.
3. Enter the Machine Name.
Note: This name will appear internally.
4. Enter the Name on Documents.
Note: This is the external name that will be visible to customers.
5. Enter a short description of the Machine capabilities.
6. Verify that the selected Machine Type is correct. The Machine Type includes the predefined calculations required for its operation.
Note: If you are working on a clone, this will already be set. Once this machine is saved, the Machine Type cannot be changed.
7. Select one or more Categories to help you organize and sort your machines.
Note: Machine Categories can be managed in System Settings / Components / Component Categories / Machines tab or by clicking Manage Machine Categories at the bottom of the dropdown.
8. Enter the Machine Cost Per Hour.
Note: This amount should not include Labor or Disposable Cost.
a. Click the Calculate Cost Per Hour link to open a step-by-step worksheet. For more information, please see Machine Cost Worksheet.
9. Select the Income Account to associate with this Machine.
10. Select the COGS / Expense Account to associate with this Machine.
11. Include a Machine Price Per Hour, if desired.
Note: This is the price you would charge for stand-alone projects.
12. Click Save.
Optionally, use the Profiles tab to define different ways the Machine can be used, and the Instances tab to track multiple physical units of the same Machine type.