You can send the purchase order from the Document Actions menu of the purchase order. Click this and then click the Send to Supplier link.
This will reveal the following box:Â
You can fine tune your choices here to change email addresses – your senders email, the reply to and the recipients. You can also change the CC email address. As described above you can also change the format of the Purchase Order from PDF to JSON/ CSV or a combination.Â
The wording of the email can be edited on the right hand side. You can use the Insert menu to add placeholders (Insert template). Once ready, click Send.Â
The document history will be updated to show that you have sent the purchase order. The email will send from your chosen SMTP provider. This is usually Zahara hence why the email is purchases@myzahara.net. The “purchases” part of the email can be changed to anything you like but your company name is recommended.