Send a Purchase Order to a Vendor

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Feature availability by platform, plan type, and user type

Platform:	AvailableWebAvailableMobile
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This article explains how to email a purchase order to a vendor. MaintainX® emails purchase orders as PDF files.

If the CC Purchase Orders via Email setting is toggled on for your organization, you can send the purchase order to additional recipients. For details, see Add a CC Field to Purchase Order Emails.

Requirements

To email a purchase order, you have to do the following:

• Approve it. For more information, see Approve or Reject a Purchase Order.
• Add a vendor and vendor contact. For more information, see Add/Update a Vendor in a Purchase Order.

Email a Purchase Order

To email a purchase order to a vendor:

Web

1. From the sidebar, select Purchase Orders.
2. Select the purchase order you want to email.
3. In the purchase order details, select Send to Vendor.
4. The Send PDF dialog opens.
5. (Optional) If available, select Edit CC Address or CC via email to edit the list of CC recipients.
6. Select Send to Vendor.

MaintainX emails the PDF export of the purchase order to the vendor and any CC recipients.

Mobile

1. From the bottom navigation bar, select More.

2. Select Purchase Orders.

   The Purchase Orders module opens.

3. Select the purchase order you want to email.

4. In the purchase order details, select (more options). Then, select Send to Vendor.

5. The Send PDF dialog opens.

6. (Optional) If available, select Edit CC Address or CC via email to edit the list of CC recipients.

7. Select Send to Vendor.

MaintainX emails the PDF export of the purchase order to the vendor and any CC recipients.

Other Ways to Share a Purchase Order

• Export it as a PDF or CSV file that you can share through other channels. See Export Purchase Orders.
• In the web application, copy a link that you can share with other users in your organization. From any purchase order's details, select (Copy Link), or select (more options) and then select Copy Link.