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Send a Purchase Order to a Vendor

availability
Platform:WebMobile
Plan Type:BasicEssentialPremiumEnterprise
User Type:RequesterFull UserAdministrator

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:

Email a Purchase Order​

To email a purchase order to a vendor:

  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 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.

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.
  • 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.