Review Purchases Before Delivery window—To Be Emailed view

Index

Review Purchases Before Delivery window—To Be Emailed view

The To be Emailed view of the Review Purchases Before Delivery window enables you to email purchases.

Field Descriptions

Purchase Type

Select the type of purchase form—Service, Item or Professional—that you want to email.

Email Address

The email address to which the purchase selected in the list will be sent. The default email address is the first address entered in the Card Information window for the related vendor. If you want to send the purchase to a different email address, type it in the field or click the arrow to choose another email address from the vendor’s card.

Subject

The email’s subject line. The default subject, as entered in the Email Defaults window, is used. If you want to edit the subject for this purchase only, make the required changes in this field. If you want to change the default text, click Email Defaults.

Message

The message that will appear in the email. The default message, as entered in the Email Defaults window, is used. If you want to edit the message for this purchase only, make the required changes in this field. If you want to change the default text, click Email Defaults.

Advanced Filters button

If you want to use advanced filters to broaden or narrow the list of purchases showing in the list, click Advanced Filters. You can also customise your purchase forms by clicking Customise in the Advanced Filters window.

Select column

Select the purchases you want to email by clicking in the select column (the first column). If you want to select or deselect all purchases in the list, click the icon at the top of this column.

List of purchases

The list displays information about each purchase, including the purchase number, date, vendor, email address and amount. If you want to view the purchase details, click the zoom arrow next to the purchase number.

Email Defaults button

If you want to edit the default email subject or message, click Email Defaults.

Send Email button

If you want to email the selected purchases, click Send Email.

Cancel button

If you want to close this window, click Cancel.

Tips for this window

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