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
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