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
Click on "Notify" on top right
3
Click on "External comm."
4
Compose your email
User can select from templates, add attachments from the app or from desktop
5
Click on "Select a template" to choose from your email templates
6
Select email template
Templates can be added as per user requirement
7
Click on "Attach docs (from the app)" to add docs from the software
8
Select the documents and click "Attach"
9
Click on "Attach files (from desktop)" to add files from your system
10
Select file, add a name and click "Attach"
11
There are alternative ways for sending external emails - Go to the "Logistics" menu and click on "Trucks/Containers"
12
Select the container(s) or truck(s) concerned
13
Click on "Send an email option" on the right
14
Alternatively, you can go to "Shipments" in "Logistics" menu
15
Select the shipment(s) concerned
16
Click on "Send an email" option on the right
17
Hit "Send"
Well done!
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