Document Sending Profile is used to print the document & send email to customer / vendor after document posted while clicking "Post & Send".
Follow below steps:
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1, Search "Document Sending Profile" Add a new profile. | |
2, Fill below information: (1) Set as Default (2) Yes (Prompt for Settings) - Page to preview print will be prompted after document posted If do not need, click "No" (3) Yes (Prompt for Settings) - Page to send email to customer / vendor will be prompted after document posted If do not need, click "No" |
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| 3, Set the Document Sending Profile in Customer Card / Vendor Card. |
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| 4, Using Sales Orde as an example, if email will be sent, please specify the email in the order. |
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5, Click "Yes", system will ask to post ship / invocie / both If select Ship, after posting, the page to print DN will come up. If select Invoice (must have been shipped before), after posting, the page to print Sales Invoice will come up. If select Ship + Invoice, after posting, the page to print Sales Invoice will come up first, after printing and sending email, will have message to take care for the DN.
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6, After print / close the page, page of sending email will come up. Post Ship - The DN will be attached. Post Invoice - The Sales Invoice will be attached Post Ship + Invoice - The Sales Invoice will be attached Please be noticed that default sender email is SMTP's email. Users need to change themselves by clicking the botton (Need set up in Email Account page). |
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