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🤝!
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