Home  >   FAQs   >  How do I share a Purchase Order?

How do I share a Purchase Order?

Table of Contents
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.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.