When emailing Purchase Orders to your Vendor you shouldn’t have to go reference a Vendor Book, or search your emails to find that “Order Entry” email. Below is the Best Practice we use in e-manage|ONE to quickly send your PO’s to your Vendor.
Use the Main Search tool to locate Vendor.
Note: If Vendor is not an existing record in your database you should see our New Vendor / Vendor Setup Checklist to properly add a New Vendor record
Right Click on Vendor and select Actions > Add a New Contact.
Place the Vendor name in the First Name field and “Order Entry” in the last name field (continue reading below to see how easy it will be to search for this Vendor email when sending Purchase Orders).
Now when you proceed to email a Purchase Order to your Vendor you can begin typing the Vendor name and the Order Entry email will be available to choose with one click.
