Emailing Purchase Orders
This article explains how to email Purchase Orders directly to Suppliers from within Cin7.
Emailing a Supplier
You can send an email to your Suppliers directly from Cin7. Each email attaches a copy of the Purchase Order as a PDF. The email will pre-populate with the Supplier's email address that has been entered in the Supplier details of the order.
To send an email:
- Navigate to the Admin screen of an order using one of the following paths:
- From the list page, hover over the cog icon and click on Admin.
- From within an order, click either Save to Admin, or Go To Admin.
- From the Templates section, click on the appropriate email template.
- Make any alterations to the email body as necessary.
- Preview the PDF by clicking the Link button, if required.
- At the bottom of the page, click Send Email.
The email will be sent from Cin7's servers but from your email address, shown in the top left.