Here’s a guide for enabling and configuring email functionality across key transaction types in the DigitBridge ERP.
This article contains four sections: Accessing Global Email Settings, Additional Global Email Parameters, Email Toggles by Transaction Type, and Email Type Selection.
To enable automated emails from DigitBridge, users must configure Global Email Settings, located under the Admin Tools section of the ERP.
Accessing Global Email Settings
From the ERP dashboard, go to:
Admin Tools > System Settings > System Parameters Setup.
Go to Global Email Settings. This section controls the system-wide email functionality, including which actions trigger emails across different modules. To activate any email capability, you must first toggle on the Enable Email Engine setting at the top.
Additional Global Email Parameters
Right under this toggle are supporting email parameters:
-
Email Reply To: Designates the address customers can reply to.
-
Email Sender: Currently disabled and will be removed.
- From Display Name: The name that will appear in the From field (that customers will see).
-
BCC Recipients: Accepts multiple emails separated by commas.
Note: When using the BCC Recipients field, separate multiple emails using commas—no spaces needed.
Caution: The Email Sender field is currently non-functional. Avoid relying on this address to appear in outgoing communications.
Email Toggles by Transaction Type
Once the engine is enabled, you can turn on email triggers for specific types of activity within your ERP. Each transaction type includes one or more toggle options:
Quotation
-
Send email after quotation has been created
Triggered when a quotation is added. - Enable auto email for quotation types: Allows the system to auto-send emails based on the type of order.
Sales Order (S/O)
-
Send email after S/O has been created
Triggered when a sales order is added. -
Send email after S/O has been cancelled
Triggered when a sales order is cancelled. - Enable auto email for S/O types: Allows the system to auto-send emails based on the type of order.
Shipment
-
Send email after shipment has been created
Triggered when a shipment is created.
Invoice
-
Send email after invoice has been created
Triggered when an invoice is created. -
Email invoice with payment link
Triggered when this specific action is selected in Invoice Processing. - Enable auto email for invoice types: Allows the system to auto-send emails based on the type of invoice.
Purchase Order (P/O)
-
Send email after P/O has been created
Triggered when a purchase order is added. - Enable auto email for P/O types: Allows the system to auto-send emails based on the type of purchase order.
P/O Receive
-
Send email after P/O receive has been created
Triggered when a receipt is added in P/O Receive under Purchasing.
Email Type Selection
In addition to toggling email behavior, users can also define which order or invoice types should trigger emails. These categories are configurable when creating a Sales Order or Invoice.
When you're all finished, make sure you click Yes.
Then, click Yes, log out to log out so that you can log back in and see your new settings applied.
