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Sending purchase orders to vendors
Monica avatar
Written by Monica
Updated over a month ago

You can email a purchase order directly from Inventory Planner, or you can download it to send from your email inbox.

Emailing from within Inventory Planner

To email a purchase order from Inventory Planner, click β€œEmail” when viewing the saved purchase order.

On the email screen, you can:

  • Choose the file format for the attached purchase order (PDF or CSV)

    • If sending as a PDF, choose the specific template

  • Edit the subject line

  • Add a custom message or use a message template

  • Attach additional documents

The vendor email(s) will populate based on information saved against the vendor record.

Updating the "From" email address

To update the 'from' email information, use the following format:

"Name" <email>

For example, '"Jill" <[email protected]>'.

Note that the quotation marks and arrows need to be included in the formatting.

At this time, the email cannot be customized to send from the user's email address - they will be sent from [email protected]. Formatting the 'from' information will update the 'reply to' and name showing ahead of the actual email when sending it to a vendor.

Downloading a purchase order

Download your saved purchase order by clicking β€œActions” and choosing its format (PDF, CSV or HTML).

If exporting as a PDF, choose the template to use for the generated file.

Templates can be customized in your template settings. Learn more about customizing PDF templates here.

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