Email purchase orders
Overview
You can email Purchase Orders directly to Suppliers from within Cin7 Omni.
Email a supplier
You can email your Suppliers directly from Cin7 Omni. 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 select Admin.
From within an order, select Save to Admin, or Go To Admin.
From the Templates section, select the appropriate email template.
Make any alterations to the email body as necessary.
Preview the PDF by selecting the Link button, if required.
At the bottom of the page, click Send Email.
The email will be sent from Cin7 Omni's servers but from your email address, shown in the top left.
If you require additional templates, see Creating an Email Template for Purchases Help article for additional information.
FAQs
My emails are going to my recipient's junk mail. How do I stop this?
This is most likely an email server issue. See the Allowing Cin7 Omni to Email on your Behalf Help article for additional information.