How To: Send Emails based on your Purchase Order Line Status
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Emails based on Purchase Order line status must be setup before they can be sent, see How To: Setup Emails to be sent based on your Purchase Order Line Status.
Create the Emails
- Open a Purchase Order screen .
- Open the
[ On Order ]
tab. - Use the filters to locate the items you wish to send emails for.
Note: some of the filters are ( / traffic light filter) and need to be green to be on. - Click the Go button to populate the grid.
- Change the status of the order line, see How To: Change the Status of an Purchase Order Line (Optional)
- Press the to send the emails to Pending emails.
- In the Confirm popup select Yes.
- The Information popup will detail the number of emails that have been sent, click on OK to close it.
Send the Emails
- Open an Email Manager screen .
- Ensure the Pending Emails radio button is selected.
- Click on Go to populate the grid.
- Green select the emails that you wish to send.
- Right click and select Send Selected Emails from the context menu.
- In the Confirm popup select Yes.
The emails will now have been sent to your customer to update them on their status change.