In the navigation, click Purchasing > Purchase Orders.
Open a Purchase Order.
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Click Send file as E-mail attachment to open the purchase order e-mail dialog.
From: pre-filled with the e-mail address entered in Control Center (pixi Control Center > Tables > Locations > E-Mail Buying Dep.). You can also enter an e-mail address manually.
To: the supplier e-mail address for orders. The e-mail address can be set for each supplier in Purchasing > Suppliers > General > Supplier information > E-mail for orders. You can also enter an e-mail address manually.
Cc: enter the e-mail address(es) which will receive a copy of this e-mail (optional).
Subject: this field is automatically filled with the order number and the name of your company (Order xxxxxxx from YourCompany). You can also enter custom text in the Subject field.
Body: enter the text you wish to send to the supplier along with the order (optional).
Attachment: the purchase order is automatically attached to the e-mail as .csv and .pdf file. The naming of the file follows this structure "Supplier Order "purchase order number".pdf/.csv" .
Example CSV file (click to view in full size):
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Click Send to send the purchase order.
Clicking Save will save the changes made to the purchase order e-mail template. This allows you to save the Cc e-mail address(es), as well as custom body text for your future orders from this supplier. En- and disabled checkboxes will not be saved.
Please note: Manually entered values are stored in your browser's local storage files. Emptying the cache will delete the changes made to any template.