Introduction
In Odoo, sending purchase bills or purchase orders (PO) through email is a straightforward process that improves communication between buyers and vendors. With Odoo’s integrated email feature, you can send POs directly from the system to your vendors, ensuring timely processing and enhancing the efficiency of your procurement workflow.
This guide will walk you through the steps to send a purchase order via email and verify the sent email in Odoo.
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Steps to Send a Purchase Order (PO) by Email in Odoo
1. Click on a Quotation
- Navigate to the Purchases module.
- In the list view, locate the desired Quotation or Purchase Order you want to send by email.
- Click on the quotation to open the purchase details.
Get a closer look – Here’s the feature at work.
2. Click on the Send PO by Email Button
- On the opened purchase order page, find the Send by Email button at the top.
- Click on it to open the email composer interface, which automatically fills in the vendor’s details, subject, and a PDF attachment of the purchase order.
Get a closer look – Here’s the feature at work.
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3. Check the Email and Click on the Send Button
- Verify the email content (subject, body, and attachments).
- Ensure the vendor’s email address is correct.
- You can modify the content or attachments if necessary.
- Once everything looks good, click the Send button.
Get a closer look – Here’s the feature at work.
4. Show the Sent Email
- After sending, you can verify if the email was sent successfully.
- Go to the Messages or Chatter section at the bottom of the purchase order page.
- You’ll find the sent email log, including the details of the email you just sent.
Get a closer look – Here’s the feature at work.
Conclusion
Sending purchase orders by email in Odoo simplifies the procurement process by integrating communication with workflow. With just a few clicks, you can send purchase orders, track email status, and create new orders, ensuring a smooth and effective purchasing experience. This feature saves time, reduces errors, and ensures that vendors receive all necessary documentation promptly.
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