Purchase Orders

Emailing a Purchase Order

When a Purchase Order is created, you can email it directly to your vendor.

Main Menu > Purchase Orders

How to Email a Purchase Order

1. Locate the Purchase Order that you want to send. Make sure that a valid email address is in the Email field.

2. In the menu bar, click Email.

3. To send a PDF attachment, choose Send with attachment.
   
   The Work Order is removed from the materials ordering stream. The button text changes to "Select for Frame Order."

4. To send a plain text email, choose Send without attachment.
   
   The PO items are listed in Comma Separated Values (CSV) format.

How to Edit the Purchase Order Email Message

• When on any Purchase Order, click Email > Edit Email Message... or

• From the Main Menu, open the Options tab in the green Purchase Order box and click the Edit Email Message button.

How to Send as an Excel File

You can send the file to the supplier as an Excel file as well as choose which fields are included.

1. In the menu bar, click Perform and choose Save as Excel.

2. Use the Modify button (in the FileMaker menu bar) to choose which fields to send as well as the order they appear in the Excel document.

3. When ready to save, click the Save as Excel button.

4. Choose a folder and enter in a file name. Click Save.

5. Click Done.

6. In your email software, create a new email and attach the Excel file.