Send PO status alerts based on PO type to technicians and purchasing team using the Purchasing and Inventory modules or Line Items on POs

Overview

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.

Who uses this feature

Managers, purchasing team, and technicians
Account configuration required. To update your account, please contact your success or implementation manager.
This feature can be used with Line Items on POs or the Purchasing and Inventory modules.

Note: This feature has been updated for most users and the processes are different. See Send purchase order alerts and notifications for the updated version.

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:
1. Send Email alerts to technician when PO moved to Send status
2. Send Email alerts to technician when PO moved to Received/Partially Received status
3. Send Email alerts to Purchasing team when PO moved to Send status
4. 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.