Email a PO

Basic

You can e-mail Point of Sale documents to your vendors and customers. All documents are e-mailed using the same basic procedure.

When e-mailing documents, Point of Sale automatically launches your default Windows e-mail client, creates the e-mail, and attaches the document in PDF format.

(Pro) Other document e-mailing preferences allow you to create the document attachment in the format of your choice (PDF, Excel, HTML, or plain text) and define the default message text for each document type.

You must have entered e-mail addresses for the customer and/or vendor being e-mailed on their respective records.

To e-mail a document:

1. Create the document following normal procedures.

2. Display or select the document to be e-mailed:

- Optionally, you can set your printing preferences to be prompted to e-mail each sales receipt to your customers (in addition to printing the receipt). This option also provides you an opportunity to collect customers' e-mail addresses if you don't already have them.

- Order documents, such as purchase orders and customer orders, can be e-mailed while creating them or from the order list.

- Transactional documents, other than sales receipts as described above, must be saved before they can be e-mailed from the document history list.

4. Select Send as E-mail from the I Want To menu (or from window toolbar in some lists).
   Point of Sale creates the e-mail, attaches the document, and displays it in your default e-mail client.
   Important: Your e-mail client may display a permissions dialog for access to your e-mail application. In some cases, the message may be hidden under the POS window. Press <Alt+Tab> on your keyboard to switch to the message and give permission for the access.

5. Review and edit the e-mail address, subject line, and message as necessary, and then select Send.

Note: If you also have Microsoft Outlook installed, the e-mail and attachment will be generated in Outlook instead. You can either select Microsoft Outlook as your default e-mail client or, if you wish to continue using Outlook Express, use the Add or Remove Programs option from the Windows Control Panel to uninstall Microsoft Outlook.