E-mailing the PO Owner


    By default, the logged in technician creating the Purchase Order is the PO owner. You can send email notifications to the owner regarding the progress of the Purchase Order using this option.


    To send an Email to the owner,

    1. Click Purchase tab in the header pane to open the Purchase Order List View page.

    2. Click the PO # name link. You can use the Filter drop down to sort and select the Purchase orders.

    3. From the Purchase Order details page, click Actions tab -> E-mail the Owner option. A Send E-mail notification window opens with the owner's email ID in the To field. The subject reads as "Notification for Purchase Order" with the notification number. Say, Notification for Purchase Order # 1.

    4. To notify the contents of the email to any other person other than the owner, specify the Email ID in the Cc field.

    5. To attach any file to the mail, select Attach file link.

      1. Click Browse button to choose a file.

      2. Select the file and click Attach file button to attach the files. You can see the file attached with the file size.

        Files up to the file size of 10 MB can be attached.  

    6. Enter the email content in the Description area.

    7. Click Send button to send the mail. This displays a message showing that the Notification has been sent successfully.

    8. Close the window.


    Copyright © 2017, ZOHO Corp. All Rights Reserved.