Sending a PO to the supplier

Sending a PO to the supplier

Sending a PO emails the supplier the PO PDF using your sender settings and the supplier's email address.

Before you can send

A PO must have:

• A supplier with a non-empty email address.
• At least one line item.

How to send

1. Open the PO from the Purchase Orders list.
2. Click Send to Supplier.
3. Review the email modal. The subject and body are pre-filled.
4. Click Send to email the supplier.

The PO moves to sent status and the email is recorded on the PO history.

Pro plan customization

On the Pro plan, the email modal lets you customize the subject, body, and add CC and BCC recipients per send. The defaults come from your sender settings.

If you want to mark a PO as sent without emailing

Use Mark as Sent instead of Send to Supplier. This moves the status to sent without sending an email — useful when you contacted the supplier through another channel.