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
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search tool to
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find the vendor in your database.
Note: If
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the vendor is not an existing record
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, refer to the New Vendor / Vendor Setup Checklist to properly add a
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new vendor record.
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Add a New Contact:
Go to Company Information
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and select Add a New Contact.
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Set Up Order Entry Email:
Enter the vendor's name in the First Name field
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.
Enter "Order Entry" in the
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Last Name field.
This setup makes it easy to search for this
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vendor email when sending
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PO's.
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Emailing the Purchase Order:
When you are ready to email a Purchase Order
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, begin typing the
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vendor's name.
The Order Entry email will
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appear for you to select with one click.
