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 “Email” 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 “Actions” 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.
File naming format
When a template is applied, such as with PDFs or emailed CSVs, the file name will follow the format:
[{Stock Order Type}]-[{Reference #}]-[{Shop Name}]Note that the shop name is only included if it's set in the template.
For example, PO-23-Store One.csv or PO-23-Store One.pdf, where "Store One" is the shop name. If no shop name is set, the file name would be PO-23.csv or PO-23.pdf.
If a template isn't applied, such as with downloaded CSVs, the file name follows the format:
[{Stock Order Type}]-[{Reference #}]
For example, AO-198.csv or AO-198.pdf.
File names can't be changed prior to downloading or emailing them.