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Send a Purchase Order

You can export the Purchase Order as PDF, document, excel or image format and send to someone in a manual way. Or send the Purchase Order directly to them.

1. On the left menu, choose Purchase > Purchase Order. On the Purchase Order listing, choose the orange Send button of your Purchase Order.

2. Configure the template, receipients, email content before sending the document out.

Note:
Before you can send the Purchase Order, you need to configure the Email Server.

Info

Column	Description
Template	Choose which template to be viewed by your contact.
To	By default, all the contacts from the vendor in this Purchase Order will be listed. Only the selected Bill To and Ship To contact will be auto selected. Should you need to include other receipients, just select the email address from the To list. In some cases which you need to send the Purchase Order to other receipient instead of those listed under the To list, click on the plus button button ( + ) under To list.
Also To	Enter receipient email which is not listed in To list. If there are more than 1 recipient, separate the emails with semicolon ( ; ).
CC	Enter receipient email which you want to CC them in the email. If there are more than 1 recipient, separate the emails with semicolon ( ; ).
BCC	Enter receipient email which you want to BCC them in the email. If there are more than 1 recipient, separate the emails with semicolon ( ; ).
Additional Attachment	By default, the Purchase Order will be sent as PDF attachment together with this email. You can include other necessary attachments together with this email as well.
Subject	Subject of the email. You may configure the default subject in Setting > System Setting > Email Setting > Purchase Order > Template.
Content	Content of the email. You may configure the default subject in Setting > System Setting > Email Setting > Purchase Order > Template.

Preview

Click on the second tab Preview to preview the actual Purchase Order in the selected template. You may change the Template in Info tab and preview the Purchase Order document again before sending it.

Procurement - Purchase Order

Send a Purchase Order