Note: This feature is only available to premium customers in our early adopter program (EAP).
Emailing multi-delivery purchase orders to vendors
You can email your vendor a multi-delivery purchase order in either CSV or PDF format.
CSV files contain a breakdown of each delivery, while PDF files only display the combined total for each order line.
To email your vendor, when viewing the multi-delivery PO, click “Email” on the top right-hand side.
Emailing deliveries
You can email an individual delivery in either CSV or PDF format. When viewing the delivery, click "Email" at the top right-hand side.
In your account settings, you can customize the PDF templates to include:
PO reference #
The reference of the parent purchase orderDelivery reference
The reference of the specific delivery
You can also set a default template to use when emailing deliveries.
Exporting multi-delivery purchase orders
You can export your multi-delivery purchase order in CSV, PDF or HTML format.
CSV files contain a breakdown of each delivery, while PDF and HTML files only display the combined total for each order line.
To export your multi-delivery POs, click “Actions” then choose the format for the export.
Exporting deliveries
You can also export individual deliveries in PDF or CSV format.
To export a delivery, when viewing the delivery, click “Actions” then choose the format for the export.
Saving multi-delivery purchase orders to external platforms
Individual deliveries can be saved to external ERP/WMS platforms like Brightpearl, Linnworks, Cin7, etc. They’re created as standard purchase orders in those platforms.
Each delivery can be saved separately and becomes read-only once synced, while other unsaved deliveries on the purchase order remain editable.
Note: The associated multi-delivery purchase order can’t be saved to an external platform, only its deliveries.