CoreBridge allows you to easily customize the email templates used for Vendor Communications. These templates control the messages sent to vendors, such as purchase order notifications or updates, and can be tailored to reflect your company’s tone, branding, and specific communication needs. 

Note:  Vendor communications and purchase orders are not included in all Corbridge packages. For more information on adding this to your CoreBridge subscription, please contact sales@corebridge.net.

Table of Contents

• Email Templates for Vendors Overview
• Sending Emails
  • Purchase Orders
  • Action Needed

Email Templates for Vendors Overview

Navigate to Management Module / Vendors / Communication.

Note: The steps for updating settings or editing an email template are the same for all notification types.

a. Checking this allows the vendor to opt out of email notifications.

b. These buttons allow you to switch between types of notifications.

c. Each type of communication allows you to set a similar notification.

d. Email subject and body can be customized.

Note: The text within the brackets acts as a placeholder and allows the information to auto populate when the email is sent.

e. Clicking this opens a preview of the email.

f. Clicking this reverts to the original email.

g. Any changes made will need to be saved by clicking here.

Sending Emails

You can send Vendor Email Notifications as part of the functionality of the Purchasing Module.

Quote Request

Navigate to the Purchasing Module / Purchase Orders. 

1. Expand the appropriate Purchase Order.

2. Change Status to Assigned.

Note: The system automatically sends the Quote Request email.

Purchase Orders

Navigate to the Purchasing Module / Purchase Orders.

1. Expand the Purchase Order.

2. Click Email PO.

Note: You can also access the Email PO option by clicking on the Purchase Order number to open it.

Purchase Orders can also be emailed from the Order View Screen.

Navigate to Sales Module / Orders and select the appropriate Order.

1. Select Vendor Purchase Order.

2. Click Email PO.

Action Needed

Navigate to the Purchasing Module / Purchase Orders. 

1. Expand the appropriate Purchase Order.

2. Change Status to Feedback Sent.

Note: Feedback Sent is a custom Purchase Order Status. These Statuses can be managed in the Management Module / Vendors / Tracking. For more information, please see Manage Purchase Order Status.

3. Enter the email address.

4. Click Send.