Email raised orders to vendors
After you have raised a purchase order or return order, you need to send it to your vendor. With Zenoti, you can email a PDF copy of the raised order to the specified email address of the vendor.
Before you begin, ensure that
Email notifications are enabled for your organization.
Email template is configured using a setting at the organization level, navigate to Configuration > Notifications > Templates for email and text > Inventory.
Vendor email address is configured by your Admin while adding the vendor. The email will be sent to this email address. If the email address is not defined, Zenoti prompts you to enter the email address.
Note
The email address that you enter in the prompt, gets updated on the Vendor page and all future communications will be made to the same email address.
Navigate to Inventory > Orders.
Locate the order with status as Raised.
Select a time period.
Click Refresh.
A list of orders based on the selected criteria is displayed.
Click the desired Ref # of the order you want to email.
Click Email to Vendor.
Zenoti checks if the vendor’s email address is configured by the Admin. If it is not, you are prompted to enter one.
(Optional) Enter the email address and click Save.
The email address is saved for the vendor on the Add Vendor page and the email is scheduled.
You can also see the status of the email. For example, if the email status is ‘Queued’, it implies it will be sent in a minute or more based on the network speed. Once, the email is sent, its status changes to ‘Success’.
If you want to CC the inventory owner of your center on all emails going out to vendors, ensure you have a valid email address configured for the Inventory Owner. At the center level, navigate to Configuration > Business details > Business setup> Default owners > Inventory owner.
Add additional email addresses
You can also add additional vendor email addresses when emailing a purchase order, and it is possible to copy other internal email addresses/users into purchase orders.
This can be configured at the following path:
Configuration > Notifications > Templates for email and text > Inventory > Vendor Invoice Mail
For recipients added by Role, all employees mapped to the role selected in the guest's base center, will receive the email notification provided they have a valid email address.