You can send purchase orders (POs) directly to vendors by email from ConnectStock. Here's how to set it up.
Step 1: Add an Email Address for Your Vendor
Each vendor needs an email address saved in ConnectStock before you can email them a PO.
Go to ConnectStock → Lists.
Find the vendor you want to email and make sure their name and email address are filled in.
Step 2: Configure Your Email Settings
Go to Stores & Files → Inventory Files → File Settings.
In the left panel, click Purchasing & Vendors.
Click Company Info — this controls what appears on the PO, and the company name here will show as the "From" name in the email.
Click Email Settings and configure the following:
Email greeting — e.g., "Hi {Vendor Name}" will appear as "Hi John Doe"
Reply-to address — where vendor replies will be sent (defaults to your ConnectBooks account email)
Subject line and message — by default the email reads "Please see attached purchase order" with the PO attached as a PDF
Step 3: Add CC Recipients (Optional)
At the bottom of Email Settings, you can add CC email addresses if you'd like others to receive a copy of each PO email.
Step 4: Preview the PO PDF (Optional)
Want to see exactly what the vendor will receive before sending?
Click the three dots next to the PO and select Download PDF.
Step 5: Send the Purchase Order
Go to the Purchase Orders page.
Click Send to Vendor next to the PO you want to email.
Ignoring Old or Unwanted POs
To prevent older POs from being emailed:
Click the three dots next to the PO and select Ignore Email, or
Use the checkboxes on the left to select multiple POs, then click Action → Ignore Email.
Ignored POs will be marked accordingly and won't be sent.
Tip: Want to test this before sending to a real vendor? Create a test vendor using your own email address and send yourself a test PO to see exactly how it looks.