Products and Modifiers are the building blocks used to create Estimates and Orders in CoreBridge EVO. Both are managed in the same location but serve distinct roles in how a job is built and priced. Understanding the difference helps you configure your catalog and build accurate Estimates for your customers.
Table of Contents
- Understanding Products
- Understanding Modifiers
- Products and Modifiers Screen Overview
- Filtering by Product
- Adding a Modifier to a Product
Understanding Products
A Product represents the primary item in an Estimate or Order. It captures the starting process for a job - typically a Material and Machine combination - and is what the Customer sees when they receive a quote. Products are made up of Materials, Labors, and Machines and define the core scope of work. Examples include Flatbed Prints, Banners, and T-Shirts.
Understanding Modifiers
A Modifier is an option that can be applied to a Product. Modifiers represent the steps or choices that follow the Product's core process - such as cutting, mounting, lamination, or decoration. They can also be thought of as child Products: they inherit key details from the parent Product, such as width, height, and total area, though some Modifiers allow those values to be adjusted independently.
Common examples of Modifiers include finishing or cutting applied after direct printing, mounting and lamination options for signage, and decoration methods for garments such as screen printing, heat press, or embroidery.
Products and Modifiers Screen Overview
Products and Modifiers are managed together at Settings / Components / Products & Modifiers. The list includes a filter to display Products only, Modifiers only, or both. Focusing on Products is the recommended default view, as these are the items you will use to build Estimates and Orders.
Navigate to Settings / Components / Products & Modifiers.
a. The Search box allows you to find a specific Product or Modifier.
b. The Clear Filter icon removes any filters currently in place.
c. The Add Product button allows you to add a new Product.
d. The Add Modifier button allows you to add a new Modifier.
e. The Search Settings icon allows you to choose which columns are displayed and whether inactive records are included in the display.
f. Each column header has an Order icon that allows you to sort ascending or descending.
g. Each column header has a Filter icon allowing you to customize the display by setting rules.
Note: Recommended practice is to filter by Product. For more information, see below.
Note: Columns can be reordered and resized as needed.
h. Clicking a Labor row opens the Labor Details page allowing you to view and edit this Labor.
i. Each row includes an ellipsis that opens a menu with Clone, Set Inactive and Delete options.
Note: The Delete option is unavailable for Products or Modifiers that are currently in use.
Filtering by Product
1. Click the Filter icon.
2. Select Product from the dropdown.
3. Click Apply.
Adding a Modifier to a Product
Modifiers can be linked to a Product directly from the Product's edit view. Once linked, the Modifier appears as an option on the Sales Form for that Product.
Navigate to Settings / Components / Products & Modifiers and select the appropriate Product.
1. Click Edit.
2. Scroll to the Linked Modifiers section and click Add Component.
3. Select Add Modifier.
4. Click on the Modifier to open the side panel.
5. Select a Modifier from the dropdown.
6. Click Save.
