Once you've created a supplier order in your system, you have two options to send it: through the system or manually via external email. Here’s how to proceed with each method:
Option 1: Send via the System
Navigate to Supplier Orders:
Go to the Supplier module and locate the Supplier Orders section.
Open the Supplier Order:
Find the supplier order you wish to send.
Send via System:
Look for an option or button (typically labeled "Send" or similar) within the supplier order details page.
Click on the "Send" button to send the supplier order directly through the system.
Option 2: Send Manually via External Email
Download Supplier Order:
Open the supplier order within your system.
Download the Order:
Look for an option to download the supplier order document. This might be available as a PDF or other format.
Attach to External Email:
Save the downloaded supplier order document to your computer.
Open your external email provider (e.g., Gmail, Outlook).
Compose Email:
Create a new email and attach the downloaded supplier order document to the email.
Send Email:
Enter the recipient's email address (supplier's email address).
Click "Send" to dispatch the supplier order manually via your external email provider.
Tips:
Sending via the system ensures tracking and integration benefits within your SaaS platform.
Manually sending via external email may be preferred for specific workflows or preferences.
Additional Information:
Ensure the supplier order contains all necessary details and is sent to the correct recipient for efficient processing.