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 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 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 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 ...