Email the Purchase Order Owner

Notify the owner of the purchase order regarding the purchase via email.

 

Role Required: SDAdmin; Technicians with Edit permission for Purchase

 

Go to the Purchases module and open your preferred purchase order. Ensure you select the respective customer from the filter in the header.

In the purchase order details page, click Actions > Email the Owner.

A Send email form is opened in a separate window with the To address filled with the PO owner's e-mail ID.

Customize the recipient fields, Subject, and Description as required.

You can attach any relevant documents from your computer by clicking under Attachments. To attach files from the Cloud, click and choose the appropriate option.

If you want to attach the purchase order as a PDF file along with the email, select the Attach PO as PDF checkbox.

Finally, click Send. A message is displayed saying that the email has been sent.

 

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