How do I register vendor email addresses?

To ensure vendors receive emails for Purchase Orders, users must register their email addresses directly within each vendor profile.

Navigate to the Vendor Profile

Go to:
Purchasing > Vendor Management.

Search for an existing vendor or click Apply to see all vendors.

Access Email Settings

Once inside the vendor profile (new or existing), click the Email Settings tab.

This section allows the user to define email addresses specific to:

• Purchase Orders (P/O)

• P/O Receive

Each section includes the following fields:

• From Display Name – Sets the display name that appears in the recipient’s inbox

• Email To Recipients – Primary recipient(s) of the email

• Email CC Recipients – Optional CC recipients

• Disable Email toggle – Use this to enable or disable automated emails per category

When you're done, click Save.

Click Yes.

Sending Individual Record Emails

Once a vendor’s email is registered, you can send emails for individual Purchase Orders.

For example, let's look at purchase orders. You can do this from the Purchase Order List screen as well as the Purchase Order Management screen. 

Go to:

Purchasing > P/O Management. Search for and select the order you'd like to email. Click Action > Send Email.

Or click on an Order #. From the Purchase Order Management screen, click Action > Send Email.

This action pulls the appropriate template and sends it to the addresses defined in the vendor’s Email Settings tab.