E-mail a Vendor

E-mail a Document | E-mail FAQs | Export Data

Basic

You can quickly send an e-mail to a vendor, provided you have entered their e-mail address on the vendor record and have a default Windows e-mail client set up.

If you wish to attach a Point of Sale document to the e-mail, use the e-mailing a document procedure instead.

To e-mail a vendor:

  1. Display the vendor record so the Vendor Info tab is visible.

Or

With your vendor list in collapsed view, ensure the customer's e-mail address is displayed on the Information panel. How do I add it?

  1. Select the Send Mail button (vendor form) or the e-mail address link (blue text on Information panel).

Your default e-mail client opens with the vendor's address prefilled.

  1. Add a subject line and body text to the e-mail.

  2. Select Send.

 

Notes:

Office Integration