How do I use the Email PO to Vendor Function?

How do I use the Email PO to Vendor Function?

This video will demonstrate using the Email PO to Vendor Function



Confirm the Vendor Contact has an email address attached:


       1.       Navigate to Common Setup and select Vendors and Manufacturers. 



       2.       Highlight the vendor in question and double click to open the vendor editor. 



3.  Navigate to the Contacts tab and confirm there is at least one contact with an email address listed. 


4. Navigate to Purchasing and select Purchase Orders


5. Create and commit Purchase Order in question: 


6. Confirm you would like to commit the PO and the print screen will open.



   7. Select Email to Vendor: (as a note this feature requires Windows 10 and for the PO to be committed) 
      
  8.  Confirm the recipient is listed. If they are not, use the three black dots to the right of the Send To and CC boxes to add/update recipients. Feel free to include a message to your vendor in the Body Box. When complete, use the OK box to send. 
      

   9. The pop up will confirm your email has been sent


10. You can confirm what emails have been sent from a PO by clicking Email History in the Purchase Order editor



    • Related Articles

    • New Feature! Email Invoice to Vendor

            In the latest version of Yellow Dog, we have expanded the Email PO to Vendor function, by allowing users to Email Invoices to vendors directly from Yellow Dog.   Users can add vendor contact information including email addresses in the vendor ...
    • How do I create & use replenishment worksheets?

      The Replenishment Worksheet is a tool that utilizes a designated warehouse store to generate requests or transfers for multiple locations on a single screen.  This tool uses algorithms to decide which store’s requests get priority fulfillment based ...
    • How do I create a Purchase Order?

      This video will demonstrate how to create a Purchase Order Purchase Orders Purchase Orders are used when placing orders for stock that you need from a particular vendor. You might send this directly to your vendor or to your purchasing department.   ...
    • How do I set a Primary Vendor?

      This video will demonstrate how to set a primary vendor ​   Primary Vendors Yellow Dog now allows for Primary Vendors to be selected for items. To set this as a feature, navigate to System Setup. Under Global Options/Purchasing, select “Force ...
    • How do I schedule daily email reporting?

      The time that reports are emailed is determined by your organization, however a member of the Yellow Dog team must complete that portion of the configuration on your behalf. Please CLICK HERE to request access to the application and confirm the times ...
    • Recent Articles

    • Yellow Dog/Spot On(Appetize) Integration Overview

      The document will provide an overview of the Yellow Dog Spot On(Appetize) integration Integration Approach The integration between Yellow Dog and Spot On (Appetize) can be configured to be a 1Way (sales pull only) or 2Way (sales pull and item push) ...
    • Yellow Dog/InfoGenesis Integration Overview

      The document will provide an overview of the Yellow Dog InfoGenesis Integration Integration Approach This integration can be setup as a 1Way (Sales Pull Only) or a 2Way (Pull Sales & Push Items) Sales – pulled in from a .txt file provided by ...
    • Yellow Dog/Shopify Integration Overview

      This document will provide an overview of the Yellow Dog Shopify Integration Integration Approach This integration can be set up in 4 primary ways: 1Way - pull sales only 2Way – pull sales and push on hands 2Way – pull sales and push items and on ...
    • Yellow Dog/Simpony2 w/Oracle Integration Overview

      This document will provide an overview of the Yellow Dog /Simphony 2Way integration Integration Approach The Yellow Dog/Simphony integration is a 2Way integration Sales – pulled in from files provided by Oracle once per day Codes – pulled from the ...
    • Yellow Dog/NCR Silver Integration Overview

      This document will provide an overview of the Yellow Dog/NCR Silver integration Integration Overview The Yellow Dog/NCR Silver integration is a 2Way integration Sales – Pulled from the NCR API Codes For reporting codes are pulled from the NCR API For ...