When emailing Purchase Orders (POs) to your Vendor you shouldn’t have to go vendor, you shouldn't need to reference a Vendor Book , or search your emails to find that “Order Entry” email. Below is the Best Practice we use through emails. Follow these best practices in e-manage|ONE to quickly send your PO’s to your Vendor.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.
...
