How To: Use Email PO to Vendor
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Access to Purchasing
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Access to Purchase Orders
Step 1: Confirm the vendor has an email address
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Go to Common Setup > Vendors and Manufacturers.
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Select the vendor, then double-click to open the vendor editor.
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Select the Contacts tab.
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Confirm at least one contact has an email address.
Step 2: Email the PO to the vendor
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Go to Purchasing > Purchase Orders.
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Create the purchase order.
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Commit the purchase order.
In the Print Preview window, select Email to vendor.
Notes:
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This feature requires Windows 10 or later.
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The purchase order must be committed before you can email it.
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Confirm the recipient email address is correct.
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To add or update recipients, select the three dots next to the Send To or CC fields.
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You can also enter email addresses manually.
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(Optional) Enter a message.
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Select OK to send the email.
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In the confirmation message, verify the email was sent.
Step 3: View email history for a PO
To see which emails were sent from a purchase order, open the purchase order editor and select Email History.
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