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Send a PO to a vendor
Becca Campbell avatar
Written by Becca Campbell
Updated over a week ago

Overview

Once you've created a PO, you're now able to send the PO to a vendor directly through Settle.

Article Contents:

Send a PO to a vendor

  1. Once you've created a PO following the 'Create a Purchase Order' steps above, you can now click the 'Send PO to vendor' button.

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  2. A pop-up will display allowing you to add the Vendor's email address as well as a message.

Vendor view of the PO

The vendor will receive an email notification with the PO attached. The PO is sent from a no-reply email so vendors are not able to respond to the PO email they receive. At this time, we don't have a tracking feature to see if the PO is sent or not. We recommend that you add 'sent' or 'not sent' labels on the PO to be able to filter and track the status on them.

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