Once you’ve created your purchase order and finalized the details, you can email it to your vendor directly from Inventory Planner or download it to send from your email inbox.
Emailing from within Inventory Planner
To email a purchase order from Inventory Planner, click “Email” when viewing the saved purchase order.
The “to” address will populate based on the email address saved on the vendor record. You can update the address and add CC/BCC addresses if required.
Choose the format for the attachment (PDF or CSV). You can also customize the email subject line, include a message and attach any other documents before sending it to your vendor.
Downloading a purchase order
Alternatively you can download the file to send from your email inbox. When viewing the saved order, click “Actions” and choose “Export PDF” or “Export CSV”.
PDF template
The PDF file includes the following details:
Logo: As uploaded in your account settings
Ship to address: As set in the Account > Settings page
Bill to address: As set in the Account > Settings page
Order number (Order reference)
PO Extra # (Extra reference)
Issue date (Created date)
Expected by (Expected date)
Vendor
Currency
Ship via (Shipping method)
Vendor address: As set on the vendor record
Additional details (Notes to vendor)
CSV template
The CSV file includes the following details:
Name
SKU
Vendor reference
MOQ
Category
Ordered
Received
Cost price
Discount
Received date
Remaining
Total
Received history
Reference #
Extra Reference #
Status
Vendor
Currency
Created date
Created by
Expected date
Shipment date
PO received date
Vendor address
Billing address
Shipping address
Shipping & handling
Subtotal payment
Total payment
Total ordered
Total received
Total remaining
Notes
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