Send Purchase Order as a CSV to Vendors

This article will outline the procedures for sending purchase orders to vendors in CSV format.

Things to Know:

• Purchase orders can be sent as CSV to vendors once the vendor has an email address stored on file
• When purchase orders are sent to vendors, the location owner and location managers will be copied on the email
• You can filter purchase orders by status using the Purchase Order Status dropdown filter on the Purchase Order page. This feature allows users to easily sort POs by a specific status. The available options include:
  • All Statuses
  • Draft
  • Ordered
  • Requested
  • Checking In
  • Completed
  • Canceled

To send purchase orders to vendors:

1. Go to POS > Inventory

2. Select "Purchase Orders

3. Select "View" to open the desired purchase order

4. Upon opening the Purchase Order, select 'Email to Vendor' at the top right of the page

5. From the 'Email this Purchase Order to Vendor' modal, select 'Yes' to confirm and send the email

6. Once the email has been sent to the vendor, select 'OK' at the bottom of the modal

The purchase order will be included as an attachment in the email the vendor receives

For more information, contact us at support@mytime.com.