Creating orders in CoreBridge is essential for mastering the software's functionality and optimizing workflow. Becoming familiar with the process can help you efficiently generate orders for current customers. This article walks through creating an order from scratch, converting an estimate into an order, and using statuses to keep orders organized.
Table of Contents
Creating the Order
1. Navigate to Sales / Orders.
2. Click the New Order button. This opens the create page with the same structure as an existing order: order information at the top and side, and tabs for Line Items, Purchase Orders, and Destinations.
3. Select the Customer. Click the area that shows the company and contact (e.g., "No Company" / "No Contact" when empty) to open the customer selector. Search or browse to choose an existing company and contact, or use the option to add a new company or contact if available. The customer is required to save the order.
4. Enter the Description. This is a summary of what the order contains and is customer-visible and searchable. Make it detailed so you can find it easily later.
5. Fill in other order information as needed: Salesperson, Order origination (how the customer found you; options are managed in Settings / CRM Lists / Originations), Location(s), and Status. Required fields may include customer, description, and salesperson; this can be configured in Settings / Sales / Estimate and Order Options.
6. Add Line Items. On the Line Items tab, click Add Line Item or use the Line Item dropdown. Choose the type of item (assembly, labor, material, quick product, etc.), select the specific item, and add it to the order. Add as many line items as needed. You can also use the Clipboard icon to paste line items copied from another order or estimate.
7. Optionally add Purchase Orders from the Purchase Orders tab and Destinations from the Destinations tab. Destinations may require more than one line item to add multiple destinations.
8. Review Order totals (Line Items, Destinations, Order Fees, Order Discount, Subtotal, Tax, Total) and Billing address. Edit Order Fees, Order Discount, or Tax if needed by clicking those links when the record is editable.
9. Save the order. Use Save as Order (or the equivalent option in the save menu). The system may keep a draft for a period (e.g., 30 days) if you leave before saving. Expand the save button if more options are available.
Note: To find an order after it is created, use the search box on the Orders list.
Converting an Estimate to an Order
When a customer has approved an estimate, you can create an order by converting that estimate. The new order will carry over the customer, description, line items, and other estimate details so you do not have to re-enter them.
1. Navigate to Sales / Estimates and open the estimate you want to convert (search for it or click the estimate number in the list).
2. Confirm the estimate has the correct customer, line items, and details. Make any last-minute edits if needed before converting.
3. Use the action to convert the estimate to an order. This is typically Convert to Order, Save as Order, or a similar option in the save menu, top bar, or action menu on the estimate page.
4. If a confirmation or dialog appears, confirm the conversion. The system will create a new order and may open it automatically. The new order will show that it was converted from the estimate (for example, in the order info or sidebar).
5. Review the new order. Customer, description, line items, destinations, and other estimate data will be copied to the order. Adjust any order-specific fields (e.g., status, payment terms) as needed and save.
Note: After conversion, the estimate status may change to Approved and the estimate may be linked to the new order for reference. The order can then be worked through your normal workflow (statuses, production, invoicing) as described in the Using Statuses section below.
Using Statuses
Statuses help keep orders organized and show where they are in your workflow. You can set or change the status using the status dropdown on the order page. Status options may be managed in Settings / Workflow (e.g., Line Item Statuses or similar) depending on your configuration.
Order statuses typically include:
a. Pre-WIP (Pre–Work in Progress) – Used when the order is not yet ready to be worked on.
b. WIP (Work in Progress) – The order is currently being worked on. Substatuses may be available to show where it is in the process.
c. Built – The order has been created/completed.
d. Invoicing – The order is complete and ready for the customer, or is being re-opened for changes.
e. Invoiced – The order is locked once set to Invoiced. To make changes, change the status back to Invoicing (or use the full unlock feature if your system supports it).
Set the correct status as the order moves through your workflow so your team can track progress and prioritize work.