3rd Stage: Email Order Stage
1, Click "Email Confirmation" in "Print/Send" button. If cannot see this option, please use Personlize to show the option.
2, The page shows the Email information before sending:
(1) Sender Email
(2) Receipiant
(3) Email Subject
(4) Email Body
(5) Attachment
Click "Use Word template" to upload the word document
The email will shows like below:
Click "Send email" if everything is finalized.
Adding Receipient
*User can add receipiant in the 2nd and 3rd row. It can be from system record or to manual input the email adress.
E.g. From contact card
Click "OK"
Only select email part, click "OK"
For Invoice (not posted), it needs to post and send together.
For Posted Invoice, the same button as Sales Order.
