The following video explores sharing a purchase order with a vendor via email using the Home Source Systems platform.
Sharing a Purchase Order via Email
Key Steps:
Open the purchase order that needs to be shared.
Click on the "Share" option, similar to the print option.
Enter the necessary details in the email body, such as any additional information or instructions.
Input the email address of the vendor to whom the purchase order needs to be sent.
Click on the "Email" button to send the purchase order directly to the vendor.
Cautionary Notes:
Ensure that the correct purchase order is opened before initiating the sharing process.
Double-check the email address of the vendor to prevent sending the purchase order to the wrong recipient.
Verify the content in the email body for accuracy and clarity before sending.
Tips for Efficiency:
Utilize the sharing feature to streamline the process of sending purchase orders, eliminating the need for printing and scanning.
Save time by directly emailing the purchase order to the vendor instead of manual printing and mailing processes.
Maintain a standardized format for the email body to ensure consistency in communication with vendors.