Send PO status alerts based on PO type to technicians and purchasing team using the Purchasing and Inventory modules or Line Items on POsLast updated on 10/28/2022
You can email purchase order (PO) status alerts along with the POs to your technicians and purchasing team to keep them notified and updated on shipment details for jobs and replenishment.
Set up alerts based on PO type
Go to the navigation bar and click Settings.
In the side panel, click Inventory > Purchase Order Types.
Click Edit for the PO type you want to add PO alerts.
The Purchase Order Type screen opens.
Select the PO alerts you want to enable:
Send Email alerts to technician when PO moved to Send status
Send Email alerts to technician when PO moved to Received/Partially Received status
Send Email alerts to Purchasing team when PO moved to Send status
Send Email alerts to Purchasing team when PO moved to Received/Partially Received status
For example, if you select the first option and PO #12345 updates to Sent, the technicians assigned to the PO will receive the following email: Hello, The PO #12345 is now in Sent status. Please find the PO attached to this email for reference. Or, if you select the third option and PO #12346 updates to Sent, all employees who have the Company Position Purchasing Manager receive the following email: Hello, The PO #12346 is now in Sent status. Please find the PO attached to this email for reference.
When you’re done, click Save.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.