21-Send Email Function - Send sales document by email
Setup
i. STMP account for send out the email is required.
ii. Install MS Outlook Add-in
iii. Customer Card
New field Invoicing Email Recipient (200 char) and Invoicing Email Contact (50 char.). Fill up the information for default email recipients and the salutation position in the email body.
Action menu
Action menu for Email Sales Documents added. User can find in Departments => Invoicing => Tasks
User can use the standard function Add to Actions on Role Center Ribbon if needs.
How to use the Send Email function
1) Select the action Email Sales Documents
2) Select the Document Type then enter the Document No. that related to the Document Type. Click OK for confirm.
3) System will find the document(s) and attached to the email box, user can preview the attached file, edit the recipients or email body before send.
| Field | Description |
|
|---|---|---|
| To | Default from Customer Card Invoicing Email Recipient | |
| Subject | Subject Line generated by system, <System Company Name> - <Document Type> <Document No> | |
| Attachment | PDF file for the sales documents. User can click the ... button to preview the document if needs. | |
| Email Body | Salutation - default from Customer Card Invoicing Email Contact Body - default by system "Please find the attached file you requested." |
4) To send the document
System will default the option edit in outlook for allow user further edit the document or add other attachment to the email before send.
- If need to edit in outlook, click OK button
- If no need to edit in outlook and the email is OK to send directly, un-check the option "Edit in Outlook" then click OK Button
