When emailing Purchase Orders (POs) to your vendor, you shouldn't need to reference a Vendor Book or search through emails. Follow these best practices in e-manage|ONE to streamline the process:
Locate Vendor Using Main Search Tool:
Use the search tool to find the vendor in your database.
Note: If the vendor is not an existing record, refer to the New Vendor / Vendor Setup Checklist to properly add a new vendor record.
Add a New Contact:
Go to Company Information and select Add a New Contact.
Set Up Order Entry Email:
Enter the vendor's name in the First Name field.
Enter "Order Entry" in the Last Name field.
This setup makes it easy to search for this vendor email when sending PO's.
Emailing the Purchase Order:
When you are ready to email a Purchase Order, begin typing the vendor's name.
The Order Entry email will appear for you to select with one click.
