Auto Email Orders to Suppliers

YouTube: Auto E-Mail Orders To Supplier.

📧✨ Automatic Mailing of Purchase Orders in Logic ERP

🧾 Introduction

Logic ERP offers a smart feature that allows for the automatic emailing of purchase orders 📜 to suppliers 🏢. This feature enhances efficiency by streamlining the order process, enhancing speed, reducing manual tasks 🧠⏱️, and ensuring timely communication 📨with suppliers. This tutorial will guide you through the setup and execution of this feature👇.

---

⚙️Step 1: Configuring Mail Settings

1. Navigate to Order Processing

• Open Logic ERP💻 and go to the Order Processing section.

• Click on Purchase Order🛒 to access the purchase order module.

---

2. Access Printing Configuration

• Navigate to Continuous Printing🔁.

• Click on Purchase Order Print Designer and Printing🎨🖨️.

• Select the Printing Configuration that you wish to set up for automatic mailing📤.

---

3. Select Purchase Order and Access Mail Settings

• Open the Purchase Order Selection option✅.

• Select any purchase order from the list📋.

• Click on the Refresh🔄 button to load the selected purchase order.

• Click on Design✏️ to customize the printing format.

• Under Options, navigate to Mail Settings✉️.

---

4. Configure Global Mail Account Settings

• Enter the Account Name and Description🏷️ for identification.

• In the Mail Server Details, provide:

  • 📛Display Name (Name that will appear in the email sender field).

  • 📧Email Address from which purchase orders will be sent.

• 📤Choose Gmail (or another relevant email service provider if applicable).

• ❌Remove the Incoming Mail Server entry as it is not needed for outgoing mails.

• Under Log On Information, enter:

  • 👤Username (email address) used for sending the emails.

  • 🔒Password for authentication.

• Click Save💾 to store the mail server settings.

---

5. Test the Connection

• Click on Test Connection🔌 to verify the email configuration.

• If the connection is successful, a confirmation message stating "Process Successful"✅ will appear.

---

6. Add Email Field for Supplier Communication

• Within Mail Settings, add the📥 supplier’s email field to ensure correct delivery.

• As per business requirements, enter additional details such as:

  • ✏️ Subject Line.

  • 💬 Body Content.

  • 📎 Attachments if needed.

• Click OK➡️ to save the mail settings.

• Click Yes✅ to confirm and apply all configurations.

---

📤Step 2: Sending a Purchase Order via Email

1. Create a Purchase Order

• Navigate to Purchase order📝 option under the Order processing section.

• Generate a new purchase order in Logic ERP by entering the required supplier details, items, quantities, and pricing.

• Ensure the correct✔️ email is associated with the supplier’s account.

---

2. Initiate the Mailing Process

• Click on Print🖨️ and select the appropriate Format for the purchase order.

• Open the Print Preview👀 to review the document before sending.

• The system will automatically mail📬 the purchase order to the supplier’s email address as configured in the settings.

---

3. Verify Email Delivery

• Log in to the email account that was used for sending📧 the purchase order.

• Navigate to the Sent Items📂 folder to verify that the email was successfully dispatched.

• Confirm that the supplier has received the purchase order📩 .

• Monitor for any email delivery bounce/failure notifications ⚠️.

---

✅Conclusion

The automatic mailing feature in Logic ERP significantly enhances business efficiency by automating the process of sending purchase orders to suppliers, faster, easier, and more reliable 🚀. This feature helps:

• ✨Manual intervention.

• 🧠 Save time.

• 📉 Reduce errors.

• 📬 Ensure timely delivery.

By following this tutorial, you can seamlessly configure and utilize this functionality to streamline procurement processes and maintain better supplier communication🤝!