Emailing Edited Orders

Q:  After I make changes to an existing open order in Order Entry, is there a way to automatically e-mail an attached PDF of the updated order?

A:  Yes.  Go to >Transactions>Order Entry>Record Customer Orders.  Before opening the order you want to change, click on Preferences in Settings and under Output Mode choose Prompt then Save.

Open the order and make your adjustments.  Once you Save the updated order the Transaction Output Selection window will appear.   Choose the options To Email and With Attachment.

After you’ve printed the adjusted order, the system will open your default e-mail client with a PDF attachment of the order.


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