Once the Direct Works Order Email to suppliers module has been purchased and installed the following steps will enable it to be set up and utilised.
STEP 1
First you must add suppliers email addresses to their contact details.
In Quadpro -> Admin menu ->Glossary-> Users and Contacts-> suppliers and contractors
Go to a specific supplier record and enter the correct email in the email field, save and save and return to the main screen.
STEP 2
In Quadpro -> Admin menu -> Preferences -> Works Order Tab
On Works Order Tab, enter an email address in Send to BCC that will be sent a copy of all emails sent out. This will be the way to file a copy of outgoing emails.
Enter text in Email Body Text. This can be on multiple lines but does not support formatting such as bold, images, different font sizes etc. This will be the standard text that will be created for every email being sent to a supplier. You will be able to add or amend this for each specific Works Order you email.
Click save to close Preferences.
Works Order direct emailing is now set up.
IN USE
When issuing an order, the print options dialog now contains Send by email to Contractor
When ticked, the system will generate an email to the suppliers email address with the WO print out attached as a PDF.
The email's body text can be edited before sending in the resizable windows shown in Quadpro.
The final window that shows is from the system and is a final place to review the email. Confirm the Sender Name, To, CC, BCC, Subject and body are correct. Note that the body is shows as HTML, including tags. If you make any further minor alterations at this stage they must be between the tags ie inside the <> marks
Click Send button at the top to send the email. The email will be sent to the suppliers address and any others you may have added. A BCC copy will also be sent to the email address you have designated as your email store in the set up above.