Export or Email Purchase Order

You can Export or Email Purchase Orders.

To Export a Purchase Order, follow these steps:

  1. I\On the Inventory menu, select Purchase Orders, and then select Create/Edit.
  2. Search and then click to select a Purchase Order.
  3. Click the Edit button.
  4. Click the Export button.

The File Download dialog box appears.

  1. Click the Open button

-or-

Click the Save button.

To Email a purchase order, follow these steps:

  1. In the Inventory menu, select Purchase Orders, and then select Create/Edit.
  2. Search and then click to select a Purchase Order.
  3. Click the Edit button.
  4. Click the Email PO button.

  1. In Email, type an email address.  If more than one email addresses, insert a semicolon between email addresses.
  2. In Attachment name, the PDF of the Purchase Order is automatically entered.
  3. Customer Message to the recipient could be typed in this box.
  4. Click the Send Email button.

 

 



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