Purchase Order Emailing

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Collins, Andrew

May 09, 2012 13:25

Originally from ticket #973.

Is it possible to add a button to the purchase orders/invoices page whereby we will be able to email the purchase orders.

this option is present at the bottom of the sales order/invoice page but not for purchases. We need this for PO approvals so it will be used on a regular basis and upon testing the exporting, saving and attaching of POs to emails for approval is proving a very long winded process.

Additionally it would be very beneficial as this button would allow us to track PO approvals

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  Adam August 16, 2012 08:03

  Administrate users now have the ability to email Purchase Orders, Purchase Credits and Purchase Invoices to their suppliers.

  The email template sent is configured within the User Emails section. You will need to create a template with the appropriate context:

  - Purchase Order
  - Purchase Credit Note
  - Purchase Invoice

  Once the template is saved you will see the replacement variables that can be used in the email template.

  When you have the template set up simply open a purchase screen, in the actions section select Email, select the template, the contact and send.

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