Purchase Orders (PO's) can be emailed automatically (see Automated Notifications), or manually to ensure your Suppliers and contacts are updated as and when you need them to be. 

To help streamline the emailing process you can head to Settings, Company, Email Templates and provide a default Body for your Purchase Order emails. For more details, see Company: Email Templates.

Email Purchase Orders

As soon as a Purchase Order has been created you have the opportunity to email the current PO to your Supplier's contacts or additional recipients. To email your contacts from the PO:

1. Go to the Purchase Order's transaction page.
   
   
2. In the Template dropdown menu, select the appropriate Doc Designer template you would like to the PO to be generated with and sent to your chosen recipient. 
   
   NOTE: If your Supplier has a default PO template set in it's record, this template will automatically populate for their PO's. If the Supplier does not have a default template, the default PO template selected in your Doc Designer settings will automatically populate. 
3. At the bottom of the PO's page, select Email.
   
   
   
4. An Email Purchase Order pop-up window will appear within your PO page:
   • Any contacts saved in your Supplier's Contacts tab with "Purchasing" ticked, will automatically populate in the To* field. Use the x icon for each contact to remove them and manually add any additional recipients you'd like to include.
   • Any email address added to the Supplier's "Default CC Email Address" field will populate in the Cc field.
   • The Subject Line and Body of the email will automatically populate from your account's email settings (found in Settings, Company, Email Templates), but you have the option to edit these manually before sending.
   • The email will automatically include a PDF copy of your PO, but you can attach additional files from your File Library using the Attach Files button. 
   • Tick the "send me a copy" check box if you would like to receive a copy of the email when it's sent to your contacts.
     
     
     
5. Once your email is populated and edited where necessary, select Send and it will be delivered to your chosen recipient contacts. 

You can review the emails sent regarding individual PO's by clicking on View Email Log at the bottom of your PO's page. For more details, see Email Logs.

Alternatively, you can email PO's from your View Purchases page:

1. From the main menu, go to Purchases, View Purchases.
   
   
2. Use filters available to locate the PO you'd like to email and hover over the Action Cog along that PO's row to select Email.
   
3. An Email Purchase Order pop-up window will appear within your View Purchases page, displaying the auto-generated content that's populated from your Email Templates and Supplier contacts settings. 
   
   
4. Once your email is populated and edited where necessary, select Send and it will be delivered to your chosen recipient contacts. 

You can review all the emails sent from your Unleashed account by heading to Settings, Security, Email Logs. Use the filters available such as transaction type: Purchase Order, to further refine your search. For more details see Email Logs.