E-mail a sales order

You can e-mail an order, whereby the order is saved as a PDF document and sent as an attachment to the the e-mail.

Profit sends the e-mail to the contact person that is specified for the order in the sales contact properties. You can change the contact in the quotation header and then select another contact person in the organisation. This contact person is then used instead of the contact from the sales contact properties.

To e-mail an order:

1. Go to: Order Management / Sales process / Sales order.
2. Select the order that you want to e-mail.
3. Click on the action: E-mail.

   Profit indicates to whom the e-mail has been sent.

4. Click on: OK. 

Note: 

Profit sends the e-mail to the Work e-mail address recorded for the contact for the order.

If the contact does not have a Work e-mail address or no contact is selected, the Work e-mail address of the organisation/person in question is used. If a Work e-mail address is not present for the organisation/person either, then Profit reports that no valid e-mail address can be found.