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