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Emailing purchase orders
Emailing purchase orders
S
Written by Sara Jaffer
Updated over a week ago

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

  • Last modified at

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