DEAR allows you to email all Purchase and Sale Order forms from the system.
To do this:
- Click on the ‘E-Mail’ button on the Purchase/Sale Order screen
- Select the document you wish to email
* NOTE: firstname.lastname@example.org is automatically entered from the supplier/customer contact information.
- Fill out the required fields such as To (although this should automatically be filled in for you based on the information you entered in supplier/customer) and Subject line
In General Settings you can specify the email address you will be using to send messages.
Customize Email Template:
- Open an existing template
- Edit it to your preference
Now you can navigate to 'Document & e-Mail templates' screen and upload your email template to the corresponding document template.
*Note that the 'Download E-mail' button appears only after you've uploaded your email template.
The e-mail template example is attached to this article below.