I can send external communications

1. 1. Go in the Purchase or Sale page and then select the order for which you want to initiate external communication

   You can select purchase or sale order. It works also for containers and shipments, from their respective pages

   

2. 2. Click on "Notify" on top right

   

3. 3. Click on "External comm."

   

4. 4. Compose your email

   User can select from templates, add attachments from the app or from desktop

   

5. 5. Click on "Select a template" to choose from your email templates

   

6. 6. Select email template

   Templates can be added as per user requirement

   

7. 7. Click on "Attach docs (from the app)" to add docs from the software

   

8. 8. Select the documents and click "Attach"

   

9. 9. Click on "Attach files (from desktop)" to add files from your system

   

10. 10. Select file, add a name and click "Attach"

    

11. 11. There are alternative ways for sending external emails - Go to the "Logistics" menu and click on "Trucks/Containers"

    

12. 12. Select the container(s) or truck(s) concerned

    

13. 13. Click on "Send an email option" on the right

    

14. 14. Alternatively, you can go to "Shipments" in "Logistics" menu

    

15. 15. Select the shipment(s) concerned

    

16. 16. Click on "Send an email" option on the right

    

17. 17. Hit "Send"