Email Sales or Purchase Orders in Bulk

This article contains information about how to send an multiple document in bulk email.

TABLE OF CONTENTS

• Procedure
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Procedure

1. In the menu bar, click Sales.
2. Select the sales or purchase orders by clicking the checkbox given for each sales or purchase order.
    
3. Click the Ellipses icon location at top-right corner of the screen and select Bulk Email.
   It opens the Email dialog box.
    
4. Toggle the Signature button to set it to Yes or No as required.
5. Toggle the Email as single document button to set it to Yes or No as required.
6. Select an Output Type for each sales or purchase order.
7. Click SUBMIT.
   It opens the New Message dialog box.
8. Enter To, Cc, Bcc, and Default reply to Email details as required.
9. Enter a Subject.
10. Select a template from the Email Template list.
    This is an optional step to insert a predefined body text to save your time. The body text can be modified if required.

 You can add multiple email addresses (similar to any other mailing platform) and add the subject and draft email body and click send once done.

Any client’s reply to this email will be received to the email address mentioned in the “Default reply to Email” field.

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