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 Purchases.

1. Go to the Purchases module and open your preferred purchase order.
   
2. In the purchase order details page, click Actions > Email the Owner.
   
3. A Send email form is opened in a separate window with the To address filled with the PO owner's e-mail ID.
   
4. Customize the recipient fields, Subject, and Description as required.
   
5. 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.
   
6. If you want to attach the purchase order as a PDF file along with the email, select the Attach PO as PDF checkbox.
   
7. Finally, click Send. A message is displayed saying that the email has been sent.
   

 

• Related Articles

• Purchase Order Notifications

  Notification rules are helpful when an event has to be notified to the technicians. Say, when a purchase order is overdue, technicians can be notified with an email automatically from the application. Enable Notification Rules Role Required: SDAdmin, ...

• View Purchase Order Details

  Role Required: SDAdmin, SDGuest, Technicians with View permission for Purchase After raising a purchase order, you can track its updates, approval status, invoice, payment, related conversations, and more from the purchase order details page. To view ...

• Canceling a Purchase Order

  If you accidentally created a purchase order or if the ordered items are no longer needed, you can cancel it. A purchase order that is created, approved, or ordered can be canceled. However, you cannot cancel a purchase order after the items have ...

• Order Purchase Items

  After the purchase order is approved, you can order the items. You can also send an email notification to the vendor of the order approval. Role Required: SDAdmin, Technicians with Edit permission for Purchase To order the purchase order, Go to the ...

• Create a New Purchase Order

  Role Required: SDAdmin, Technicians with Add permission for Purchase. To create a new purchase order, Go to Purchases. Click New Purchase Order. Alternatively, you can go to Quick Actions > Purchase Order. The New Purchase Order form will be ...