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How to: Email a Purchase Order

Created:   |   Updated:

Once you've created a Purchase Order, the fastest way to send it to your Supplier is by email. We have simple tools to make emailing Purchase Orders a snap.

To email a Purchase Order:

  1. Access your Purchase Orders by one of two ways - from the INVENTORY dashboard or the navigation menu:
    From the INVENTORY dashboard
    1. Click the INVENTORY tab and select INVENTORY DASHBOARD on the blue navigation menu. Then select View All POs on the right-hand side.
      inventory_dashboard_dropdown.png
      view_all_POs.png
    From the navigation bar:
    1. Click the INVENTORY tab on the blue navigation menu and select PURCHASE ORDERS from the drop down menu.
      inventory_purchase_orders_dropdown.png
  2. From the PURCHASE ORDERS page, you can email a Purchase Order by one of two ways - from the PURCHASE ORDERS overview page or the specific details page:
    From the PURCHASE ORDERS overview page:
    1. Locate the Purchase Order you need to export from the table. Then locate the "Actions" column and select the envelope icon. 
    From the details page for a specific Purchase Order:
    1. From the PURCHASE ORDERS overview page, locate the Purchase Order you wish to email and click on the PO ID. 
    2. On the Purchase Order detail page, expand the Actions menu and select Email PO.  
  3. On the Email PO detail page, review the pre-filled email form and edit it as needed.
    TIP: if you'd like to receive a copy of the Purchase Order email, add yourself as a CC or BCC.
  4. Click Send Purchase Order.

 Your Supplier will receive an email with your Purchase Order attached!

 


Related articles:

How to: Display pack quantity on Purchase Orders
How to: Edit a Purchase Order
How to: Export a Purchase Order
How to: Receive stock on a Purchase Order
Inventory Management FAQs

If you have problems that require extra assistance, feel free to reach out to our team.

Anyone can post questions in the comments, to the left, and the ShippingEasy Customer Success team will gladly assist.


ShippingEasy accounts on a paid plan will find additional resources in the upper left corner in app.

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Fully registered accounts may email, call, or chat with our team.
Trial accounts may email or call.

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