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Sending Purchase Order Follow Up

Sending Purchase Order Follow Up

  1. In the navigation panel, double-click Relationships, then click Email Batches.
  2. Click New in the ribbon to create a new email batch. The new email batch screen will display. 

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  3. From the drop down in type select Purchase Order Follow Up  

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  4. Enter an email subject
  5.  Click on Extract Batch from the top panel, pop up box will appear. Enter the required details

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  6. Click OK and then

  7. Click Run Batch Now from the top panel.

  8. Email batch sending status checking is similar to Sending customer statements using an email batch  

    If recipient email address is incorrect validation error occurs- "Email address 'test@test.com.au' is not valid"

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