This article provides information about how to email a shipment order using two different options.

TABLE OF CONTENTS

• Overview
• Procedure
• Result
• Reference Video

Overview

The Shipment screen allows an authorized user to email a shipment order to the specific email contacts. The Email feature has following two options:

• Email Docs
  Use this option to send the shipment documents to the specified email address. 
• Compose Email
  Use this option to send the message to the specified email address without attachment.

Procedure

1. On the Shipment menu, click Complete Documentation.
   It opens the Shipment screen showing the list of shipment orders in the Details tab based on the selected layout.
   
2. Click the Edit button under the Action column.
   It opens the the specific shipment order in the editable mode.
   
3. Click the Email button and choose any of the following option:
   1. Email Docs
      1. Select the Email Docs option.
         It opens the Email dialog box.
         
      2. Toggle the Signature button to set it to Yes or No.
      3. Toggle the Email as one single document button to set to Yes or No.
      4. Toggle the Select External Docs from list button to set to Yes or No.
      5. Choose any of the following option:
         • Toggle the Select / Unselect All button to set it to Yes or No.
           Use this option to select or unselect all shipment documents listed in the dialog box.
           
           Or
         • Select one or more required documents separately from the list.
      6. Select the Output Type for each of the selected documents.
      7. Click the SUBMIT button.
   2. Compose Email
      1. Select the Compose Email option.
         It opens the New Message dialog box.
         
      2. Select an option from the list given next to the To and enter a valid email address.
         By default, Buyer is selected. The list has the following options:
         1. Buyer
         2. Consignee
         3. Notify party
         4. Packer/Supplier
         5. Freight Forwarder
         6. Exporter
      3. Enter the Default Reply To Email address.
         By default, it populates the email address of the logged in user.
      4. Click the Bcc button.
         It shows the Bcc field where you can enter an email address if required.
      5. Enter a Subject line.
         Click in the Subject field and select an appropriate subject line to choose from the predefined subject lines.
      6. Select an Email Template from the list.
         The Email Template auto fills the Subject line and the email body content which can be edited if required.
      7. Click the Insert Signature button.
         Use this option if the signature is required in the document. 
      8. Write the message in the email Body.
         You can skip this step if an Email Template is selected.
      9. Click the Send button.

Result

The email message is sent to the specified email address.

Reference Video