FAQs in this section
What is a Purchase Order (PO)?
When should I use Purchase order?
How do I create a Purchase Order?
What will happen to the product quantity in stock when I create a Purchase Order?
How do I create a Purchase Order from a Quote?
How do I add a new section in a Purchase Order?
How do I add a product or a service to a Purchase Order?
How do I add a document to a Purchase Order?
How do I print or export a Purchase Order?
Can I change the template of a Purchase Order?
Is Purchase Order available for Sales starter edition?

How do I share a Purchase Order?

You can share a purchase order (PO) with a customer by sending a link to the PO or by sending the PO itself as an attachment.
  • As a link
Follow these steps to share the PO as a link:
  1. Click the Main Menu.
  2. Go to the Inventory tab.
  3. Select the Purchase Orders module.
  4. Open any Purchase Order record.
  5. Click the New button in the Summary View.
  6. Select Share.
  7. Click Share as link.
  8. A mail compose window opens with the PO link.
  9. Enter the recipient's details.
  10. Click Send.
  • As an attachment
Follow these steps to share the PO as an attachment:
  1. Click the Main Menu.
  2. Go to the Inventory tab.
  3. Select the Purchase Orders module.
  4. Open any Purchase Order record.
  5. Click the New button in the Summary View.
  6. Select Share.
  7. Click Share as attachment.
  8. A mail compose window opens with the PO attachment.
  9. Enter the recipient's details and click Send.

To learn more about Purchase Order, click here.
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