Common actions

Export

You can export an outgoing delivery in two ways:

Send e-mail

1. Open the outgoing delivery you want to export.

2. Click Export

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3. Select Send e-mail.

4. Specify the recipient.

Activate Update document e-mail address with specified address if you want to replace the outgoing delivery's e-mail with the new e-mail.

Document contact e-mail

This is the e-mail specified in the sales order's properties and is taken from the business partner's details.

E-mail text

You can specify the text to be displayed in e-mails. To do this, follow these steps:

1. Activate the option Specify e-mail text.

2. Enter your text in the field E-mail text.

You can save the specified text as a template and use templates to speed up your work with e-mail texts.

Attachments

You can attach previously uploaded files or upload files directly when sending an e-mail.

To attach a file, follow these steps:

1. Activate the option Attach files.

2. Use the file uploader to upload new files or select previously uploaded files.

5. Click Send ​​

Download file

1. Open the outgoing delivery you want to export.

2. Click Export

3. Select Export PDF.

Internal remark

You can add an internal remark to outgoing deliveries.

1. Open outgoing deliveries.

2. Select the outgoing delivery you want to add the remark to.

3. Click Edit

4. Click Remark

5. Enter the remark.

6. Click Done

Internal remarks are not visible to your customers and do not appear in PDFs and e-mails.