Sending a PO to your supplier

Sending a purchase order to your supplier

PO Flow lets you email purchase orders directly to suppliers from within the app. The supplier receives a professionally formatted PDF attached to the email.

How to send a PO

1. Open a purchase order with status Sent or Approved.
2. Click Send to Supplier in the top action bar.
3. The email composer modal will open with the following pre-filled:
   • To — the supplier's primary email address
   • Subject — the PO number
   • Body — a professional message with your PO details
4. Review and edit any fields as needed. You can add CC and BCC recipients.
5. Click Send Email.

What the supplier receives

Your supplier receives an email from your configured sender name and email address (set in Settings → Email). The email contains a summary of the PO and a PDF attachment with the full purchase order details including your logo, supplier details, line items with quantities and costs, totals, and any notes.

Troubleshooting

If the Send to Supplier button is not visible, check that the supplier has an email address saved on their profile in PO Flow. Go to Suppliers, open the supplier, and add their email address on the Profile tab.

Customising the sender details

To change the sender name or reply-to email address, go to Settings → Email and update the fields there. Changes apply to all future emails sent from PO Flow.