Reduce the number of errors made and cut the time it takes to advance a new employee from the training room to the sales floor. CoreBridge auto populates each order with the basic information needed to complete the transaction.
Users enter the name of the customer or company placing the order which automatically generates the customer's billing, shipping, and order contact information, and adds any specifications to the order such as pricing tiers.
Users enter information related to each product which calculates the price from your predetermined settings. When entering each product's details, only the information specific to that product is visible, reducing mistakes and increasing accuracy and speed, especially for new employees!
The last step allows the user to determine a due date, and any final pricing changes needed such as additional discounts or price overrides. Some of these options are disabled depending on the user's permission levels.
Follow these same steps to create an estimate which allows customers the option to approve proofs. Customers can also search past orders to reorder from, check on the status of their current order, and approve or make changes to proofs.