Purchase Order - Print Designer and Printing
YouTube: Auto E-Mail Orders To Supplier.
Auto E-Mail Orders To Supplier.
This tutorial, we demonstrate how to automatically send Purchase Orders via email to suppliers in Logic ERP. By configuring mail settings within the system, you can streamline communication, reduce manual effort, and ensure timely order delivery.
Objective of This Feature
Automate Purchase Order emailing
Eliminate manual sharing of documents
Ensure instant supplier communication
Improve operational efficiency
Access to Purchase Order Print Settings
Navigate to Inventory and select Continuous Printing
Open Purchase Order Print Designer & Printing
Select Printing Configuration
Select desired Printing Configuration
Go to Purchase Order Selection
Choose any Purchase Order
Click Refresh
Open Design Mode
Click on Design
Go to: Options → Mail Settings
Configure Mail Account Settings
Global Mail Account Setup
Open Global Mail Account Settings
Enter:
Account Name
Description
Mail Server Details
Enter:
Display Name
Email Address (Sender ID)
Server Configuration
Select Gmail
Remove unnecessary incoming mail server details
Login Credentials
Enter:
Email ID (Username)
Password
Click Save
Click Test Connection
Confirmation
System displays:
“Process Successful”
Configure Email Mapping
Email Field Setup
Go to Event Resources and expande PO Details.
Open PO Header Details
Locate the Email field
Right-click on the Email field
Click on Insert Field
This ensures:
Emails are sent to the supplier’s registered email ID
Similarly, you can also define the Subject using the same method.
Additional Settings
Add:
Subject
Message Body
Attachments (if required)
Click OK → Yes to finalize settings
Implement Auto Mailing Feature
Generate a New Purchase Order
Print & Trigger Mail
Click Print
Select desired Print Format
System Behavior
On opening Print Preview:
Purchase Order is automatically emailed
Verify Email Delivery
Open supplier’s email
Confirm:
Purchase Order received successfully
Key Benefits
Saves time and manual effort
Ensures instant communication with suppliers
Reduces dependency on external tools
Improves process automation and accuracy
Best Practice Tips
Always verify supplier email IDs
Test mail configuration before live usage
Use professional email templates
Secure your email credentials
Final Outcome
Purchase Orders are automatically emailed on print
Supplier communication becomes faster and seamless
Manual intervention is eliminated
Overall workflow becomes efficient and automated
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