Destinations describe how finished work reaches the customer (for example delivery, pickup, installation, or electronic delivery). This article explains how to turn destination types on or off in CoreBridge EVO, set optional automation defaults, and how to add and split destinations on estimates and orders.
Table of Contents
- Destination Options in Settings
- Adding Destinations to an Order or Estimate
- Allocating Quantities to Different Destinations
Destination Options in Settings
1. Go to Settings. On the All Settings page, open the Workflow group, then select Destination Options. The breadcrumb reads Home / Settings / Destination Options.
2. Under Destination Types, the System list shows built-in types such as Delivery, Electronic Delivery, Installation, and Pickup. Each row uses a toggle switch so you can enable or disable that type for your business.
3. The Destination Integrations area holds settings for connected carrier or delivery services when your subscription includes them.
4. Under Additional Settings, you can turn on Auto create a default Destination on new Orders and Estimates so a first destination row is created automatically using your default type.
5. You can also enable Auto allocate unused quantities so remaining line quantities roll to the default destination when that fits your workflow.
6. Use Save when you change toggles or checkboxes. Cancel discards unsaved changes.
Note: If a type is required as the system default, your administrator may not be able to turn off the active default until another default is chosen.
Adding Destinations to an Order or Estimate
Destinations behave the same conceptually on orders and estimates. The steps below use an order; repeat them on an estimate from Sales / Estimates.
1. Open Sales / Orders, then open a record by selecting its order number. The header shows the order identifier and the breadcrumb shows Home / Orders / followed by that number.
2. Select the Destinations tab next to Line Items and Purchase Orders.
3. The DESTINATIONS workspace lists workflow columns NOT READY, READY, and DONE, each with a count, plus a progress summary (for example 0/0 DONE) and a Total dollar amount for destination charges.
4. Use the Add control (the icon button beside DESTINATIONS) to create another destination when the record is still editable.
5. In the destination detail experience, choose a destination type (for example pickup, delivery, or a carrier-specific type when enabled). When the type supports it, pick a destination service from the dependent list. Some types hide the service list (for example installation, pickup, or none).
6. Complete the address or location fields (often a dropdown of saved addresses plus a Custom path for one-off addresses). Field labels change with the destination type.
7. Contact fields typically prefill from the customer contact but stay editable.
8. Destination status still follows line activity. For example, a delivery destination may move to Ready when the related line is waiting to ship, matching the rules configured in your environment.
Note: You cannot add destinations while an order is closed.
Note: When Auto create a default Destination on new Orders and Estimates is enabled in settings, the first destination may already appear without using Add.
Allocating Quantities to Different Destinations
When an order or estimate has more than one destination, you can split line quantities so each unit follows the correct fulfillment path.
1. Open the record and go to the Destinations tab.
2. Select the destination you want to work on.
3. Open the Quantities (or equivalent) panel for that destination. You will see each line item with its number, name, an unallocated versus total indicator, and a field for how many units are assigned to this destination.
4. Enter the quantities that should ship or deliver on this destination. The unallocated count updates as you work.
5. Switch to another destination from the selector or tabs inside the destination workspace to continue allocating the remaining units.
Note: When you lower a line quantity, reduce the quantity allocated to destinations first, then adjust the line item so totals stay in sync.
Note: Turning on Auto allocate unused quantities in Destination Options can assign remaining units to your default destination automatically when that matches your policy.