Send purchase orders

sBizzl simplifies the procurement process by allowing users to send purchase orders directly via email, enhancing efficiency and communication in business transactions.

sBizzl ensures secure transactions by enabling purchase order sending only when granted permission, maintaining control and integrity in the procurement workflow.

When users create or modify a purchase order, they have the option to save and send it.

• Navigate to Vendors > Purchase Orders.
• Click on Add Purchase Order in the upper right corner.
• Learn how to add purchase order.
• Click on Save & Send purchase order.

• Open the send purchase order modal.
• Below is the send purchase order modal display.

• The From field is where users specify the sender's email address when sending the purchase order.
• If a user configures a Gmail account, emails will be sent using that account; otherwise, emails will be sent from [email protected]. Learn how to configure gmail account.
• The To field is for the recipient's email, while cc and bcc allow for additional recipients to be included in the email.

• If a vendor's email configurations is available, it will automatically populate the CC and BCC fields when sending the purchase order.

• The Subject field is where you enter a brief description or title for the email message you're sending.
• The Description field allows you to provide additional details or context about the content of your email.
• The Attachment field includes a purchase order CSV file with the email.
• Clicking the Send button will dispatch the email with the attached purchase order to the specified recipients.
• Once the purchase order is sent, its status changes from Draft to Purchase Order. At this stage, modifications to the order are no longer permitted.
  
• The purchase order PDF captures essential details like the purchase order address, vendor name, PO date, PO code, and a list of products, providing a comprehensive overview for accurate and efficient order processing.
• Users can effortlessly download the purchase order as a PDF file, equipped with zoom-in and zoom-out functionalities for better readability and examination of details.
• When users make changes to the purchase order, they can immediately send the updated version, streamlining the communication process with vendors.