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Setting Up Emailed POs with a Supplier

Placing an order with the supplier will send them an automatic email with the list of items you'd like to purchase from them.

Before you Begin

  • Only admin users are able to setup a supplier with an email PO workflow
  • Supplier account #
  • Supplier ship-to # if there are multiple sites
  • Supplier's email that accepts emailed POs

Time Allocation

  • 10 minutes

 

Instructions

1. Settings, select "supplier integration setup"
 
 
 
 
2. Select "Add Supplier for Emails" 
 
 
3. Select the supplier you'd like to set this up for and enter your account# with them. Save Changes.

 
4. When going back, you'll see the new vendor. Select "Setup Locations/Edit
 
 
 
5. Select Setup/Edit for each location, since each location will have its own ship-to# which will be on the PO sent to the supplier 
 
 
 
6. Enter the ship-to account # and supplier's email and save
 
 
7. When you place an order with the supplier, you'll be notified that the PO will be sent via email. The email will go to the supplier's email. It'll be sent from a noreply@elevateht.com email, and the user who placed the order will be cc'd on the email. 
 
 
 
 
 
For additional help, please contact support@elevateht.com