CoreBridge allows you to easily edit email templates used for vendor communication. You can send Purchase Orders and Vendor feedback emails as part of the functionality of the Purchasing Module.

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 [email protected].

To set your Vendor Communications, navigate to Management Module > Vendors > Communication.

New Purchase Order

• (A) Check the box to generate and automatically send the email below to the vendor each time a new purchase order is created for them.
• (B) Customize the subject and body of the email to fit your needs.
  
  NOTE:  Never edit the text within the brackets as this is a Placeholder, and allows the information to auto-populate once the email is sent.
  
  
• (C) Click Preview Email to view the email and check Placeholders.
• (D) Click Revert to Default to go back to the original settings.
• (E) Click Save Settings to save any changes.
  
  
  

Purchase Orders can be manually sent from the Purchasing Module.

The Vendor Purchase Order tab on the Order View screen allows you to manually email Purchase Order.

 Action Needed

• (A) Check the box Anytime a purchase orders' status is set to Feedback Sent, a pop-up will appear pre-populated with the email below. The user will then be able to type a custom message before hitting send.
• (B) Customize the subject and body of the email to fit your needs.
  
     NOTE:  Never edit the text within the brackets as this is a Placeholder, and allows the information to auto-populate once the email is sent.
  
  
• (C) Click Preview Email to view the email and check Placeholders.
• (D) Click Revert to Default to go back to the original settings.
• (E) Click Save Settings to save any changes.
  
  
  

To send this email, navigate to the Purchasing Module > Purchase Orders. Change the status of the Purchase Order to Feedback Sent.