You can set information related to Purchase Order exports in the Vendor section.
Click on the gear icon
Click New Vendor OR Edit an existing vendor:
- The Purchase Order Filename is the name you'd like to save the file.
- The Purchase Order Email will automatically send the PO to the specified email.
- Enter one of the following in the Purchase Order Format - csv, PDF or XLS
To Export a PO by email to a vendor:
Once you have created a PO and saved it you will see the Export button.
Click Export and the data you've saved with your vendor will automatically appear in a pop up.
Click Send via E-mail and your PO will be sent!