Send a sales order

Send a sales order to a customer by email with its PDF attached. Open Menu, and then select Sales > Sales orders.

Before you begin

The order needs an email recipient, or you must enter one in the email drawer. Send by email is unavailable for some statuses, including a voided order. Use Create PDF and send the file externally when appropriate.

To send a sales order by email

1. Open Menu, and then select Sales > Sales orders.
2. Select the SO number to open the sales order.
3. Select More actions > Send by email.
4. Review To, add other recipients when required, and review the option to send a copy to your email.
5. Review the subject and note, and keep the sales order PDF selected under Attachments when it should be included.
6. To inspect the message, select More actions > Preview email, and then return to the original tab.
7. Select Send.

QuickStart closes the drawer and sends the email in the background. A notification confirms whether the email was sent. After a successful send, QuickStart records it with the sales order.