1. Add an Email Address for Your Vendor
To email a PO, each vendor must have an email address saved in ConnectStock:
Go to the ConnectStock tab on the menu bar.
Click on Lists from the slide-out menu.
Find the vendor you want to email and make sure their email address and vendor name are filled in.
2. Set Up Your Company’s Email Settings
Before sending emails, make sure your company’s email settings are configured correctly in ConnectBooks:
Go to Stores and Files > Inventory Files > File Settings.
First, find and click on Company Info:
This controls the information shown on the purchase order.
The company name here will appear as the "From" name in the email.
Then click on Email Settings:
Set the email greeting (e.g., “Hi {Vendor Name}” will become ““Hi John Doe”,).
Set the reply-to email address, which is where vendor replies will go (default is your ConnectBooks account email).
Customize the email subject line and message content. By default, the system will send the message: “Please see attached purchase order,” with the PO attached as a PDF.
3. Add CC Email Addresses (Optional)
At the bottom of the email settings, you can add CC email addresses if you want others to receive a copy of the PO email.
4. Preview the Purchase Order (Optional)
If you want to preview the PO document before sending:
Click the three dots next to the PO.
Select Download PDF to see exactly what the vendor will receive.
5. Send the Purchase Order
Once everything is set up:
Go to the Purchase Order page.
Click Send to Vendor next to the PO you want to email.
6. Ignore Old or Unwanted POs
If you have older purchase orders that you don’t want to send:
Click the three dots next to the PO and select Ignore Email.
Or, use the multi-select checkboxes on the left, then click Action > Ignore Email.
These POs will be marked as ignored and won’t be emailed.
If you want to test this feature, you can create a test vendor using your own email address and send a test purchase order to see how it works.