Email the Vendor

Notify or enquire about the purchase order to the vendor.

Role Required: SDAdmin; Technicians with Edit permission for Purchase

 

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

 

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