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
Once you've created a PO by following the Create a Purchase Order steps, you can send it to the vendor by clicking the Send PO to Vendor button.
Steps to Send a PO:
Click Send PO to Vendor on the PO page.
A pop-up will appear, allowing you to:
Enter the vendor's email address.
Add an optional message.
To send the PO to multiple recipients, separate email addresses with commas.
Click Send to finalize and send the PO to the vendor.
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, but if the vendor replies, it will go to the Reply to email address you set (or your own email if left empty). 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.
