From the course: SAP Business One: Sales and Customer Service

Unlock the full course today

Join today to access over 22,400 courses taught by industry experts or purchase this course individually.

Email documents to customers

Email documents to customers - SAP ERP Tutorial

From the course: SAP Business One: Sales and Customer Service

Start my 1-month free trial

Email documents to customers

- [Instructor] After adding quotes, you may want to mail them to the customer. So I can go to a quotes golden arrow and let's go back to Stages again and I can find the sales quote. I can click on this to pull it back up and say okay, now I've got to send this to Nova to get the quote. So I'm going to go over here and you'll see on the top here, the Business One Mailer. I can click on this and it'll ask me if I want to add an edited report to the email? And I'll say Yes. It will create the report, attach it to the email and then I get a screen to set up the email. You'll notice it's already set this to go to the correct email address. And over here on the subject, you'll be able to see something where you can put something in. So it says RE: Quote for your order. And you put in here here is your quote for those servers and tablets. And you can put more of a message if you want. Okay, and then you'd go…

Contents