Emailing CSV for Purchase Orders

Edited

This document provides instructions on how to automatically include a CSV file instead of a PDF when emailing supplier purchase orders.

Custom Templates

For a seamless process, it is recommended to use a custom Purchase_Order_CSV.mrt template tailored to your supplier's requirements. To request a custom template, navigate to Help > Custom Request.

Peak Care

For Peak Care, a specialized healthcare supplier, a custom template is available for upload to your account. To obtain this template, submit a request through Help > Custom Request. Additionally, ensure to populate the "Delivery GLN" field in Setup > Suppliers under the Supplier Details in the "Address" section with the GLN number provided by Peak Care. If utilizing the Branches module, enter the Delivery GLN in Setup > Branches > Branch details under the Address section. Purchase orders for Peak Care should be sent via email to edi@peak-care.com.au.

Placeholders

To automate the inclusion of a CSV file attachment when emailing purchase orders to the supplier, insert the {PurchaseOrder-AttachCSV} placeholder into the Supplier's "Summary Notes" field.

Email Templates

Create a template for purchase orders by accessing Setup > Preferences > Email Templates, specifically in the Other Email Templates section. Make sure to name the template "Purchase Order" to ensure it is automatically selected when sending purchase orders via email.

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