Once a Purchase Order is completed, it's time to send it to your vendor.
Within the Purchase Order creation page, you are given the option to Create and Email PO, which allows you to finalize the PO while simultaneously sending it to the vendor. However, if you selected the option to Create Purchase Order, you will still be able to send the PO to the vendor after it has been created.
If you've chosen to create and email the Purchase Order at the same time, a window will appear and prompt you for further details. If you had chosen the option to create the PO, you would have to perform an additional click to navigate to email the Purchase Order. When viewing the created Purchase Order, you must select the Email Purchase Order option in the upper right-hand corner.
Email Purchase Order Window
Recipients
This will be automatically populated with the emails attached to the vendor, but additional email addresses can be added by typing them within the field. It's important to note that you will need to hit the space bar to finish adding each additional email address.
Subject
This is what will be included within the subject line of the email that is received by the vendor.
PDF Label Set
PDF Label Sets are created within the Purchase Order Customization settings and are used to alter some of the default words included within the PDF. If there are no additional options here, then it is likely that your organization isn't using any alternative wording or language within the Purchase Orders.
Message
The Message field is included within the email the vendor receives, and it is a good way to add any additional instruction.
Attachments
The attachments option is good if you have additional documents or images you need to provide to the vendor. The Purchase Order will also be included as an attachment within the email, so any further documents you add will be received in addition to the Purchase Order. There is no defined set of supported file types or a defined limit on the number of files that can be uploaded. The file size limit is 25MB.