Email a Purchase Order

This lesson will detail how to email a Purchase Order to your Vendor.

Note: Each User can be set up to send Email using either an SMTP server or Apple Mail.

1. Select the PO Custom Form to send via email

  1. Go to Administration ➤ System Configuration.
  2. Select Purchase Order from the drop-down list.
  3. Find the setting for Email Custom Form and double-click it to bring up a list of Custom Forms to choose from.

1.1. Select a preference setting.

  1. Highlight the Purchase Order form you want to use.
  2. Click the Choose button and then click OK on the System Configuration window to save your setting.
Select a preference setting.

2. Email a Purchase Order

  1. In the Purchase Order window highlight the PO(s) that you want to send.
  2. Open the Action Menu and click Email Purchasing Document.
    • If you have just 1 PO highlighted you will be given a pop up window with options to enter different email addresses, CC's and BCC's.
    • If you have more than 1 PO highlighted the system will automatically send the PO to the email address listed on the Vendor's record.