How to set up a default Email to the Supplier
ApprovalMax supports setting up a default Email to the Supplier for Xero-connected Organisations.
This is how it works:
- In the main menu, select the Organisation for which you want to set up a default Email to the Supplier and open Approval Workflows in the Workflows and Settings section:
- Open the Purchase Order Creation and Approval workflow:
- Click on the gear icon and scroll down to the Email to the Supplier settings:
- In the Email to the Supplier settings section you can:
Enable/disable this option:
- Enabled (the default Email to the Supplier block in Purchase Orders is enabled; however, the checkbox “Email approved Purchase Orders automatically to the Supplier” is not ticked automatically)
- Enabled and checked (with this option, the default Email to the Supplier block is enabled in Purchase Orders and the checkbox “Email approved Purchase Orders automatically to the Supplier” is ticked automatically)
- Disabled (the Email to the Supplier block in Purchase Order requests is hidden)
Set up a default CC email address
Multiple email addresses can be added in the CC section; each email address can be removed in Purchase Orders:Set up a default email template
There are limitations to the length of a Purchase Order's email subject and body:
Related Articles
Can I set a default text for Emails to the Supplier?
It is currently possible to set a default wording in the standard email which gets sent to the Supplier once a Purchase Order has been approved. Please note: sync of default email template from Xero is not supported.How to set up a default Email to the Vendor
ApprovalMax supports setting up a default Email to the Vendor for Organisations connected to QuickBooks Online. This is how it works: In the main menu, select the Organisation for which you want to set up a default Email to the Vendor and open ...Can I set a default text for Emails to the Vendor?
Yes, ApprovalMax allows to set up a template for Emails to the Vendor. Learn more about how to do it here.Can a Purchase Order that was created and approved in ApprovalMax get sent to the Supplier by email afterwards?
If a Requester did not activate the checkbox Automatically Email Purchase Orders to the Supplier and their Purchase Order has now been authorised, they can still send this approved Purchase Order to the Supplier. To do so, they can download the ...How to automatically email Xero Purchase Orders to a Supplier
ApprovalMax allows you to set up an email that will be sent to the Supplier once a Xero Purchase Order has been fully approved - if the checkbox Automatically Email Approved Purchase Orders to the Supplier has been ticked, either manually by the ...