From the Holded Store, activate the Inventory gem to enjoy purchase orders and other advanced features in your products
Learn what else you can do with purchase orders and discover other Inventory features
How to get there
- Access Inventory on the navigation bar
- Select Orders and then Purchase Orders
- On the order line, click the three dots button ( ⋮ )
- Choose one of the available options
Send, edit, or delete a purchase order
Send a purchase order by email
Learn how to perform actions in bulk on purchase orders here, and how to manage templates for your sales and purchase documents in this other article
Choosing Send will open a window where you can enter the necessary details to send the sales order by email.
- Complete the following fields:
To
It will be filled in automatically with the email of the contact and the contact persons of the client
Show CC/BCC
When activated, you can add emails in public copy or hidden copy
Subject
It will be filled with the default text that also contains dynamic words. You can modify it to suit your needs
Text
It will be filled with the default text that also contains dynamic words. You can modify it to suit your needs
Linked files
The PDF of the order will be attached. If you have the option to include attachments activated (Settings > Invoicing > Email templates), those files will also be added
Template
Select one of the text templates you want to use for the email
- Press the Send button
After submission, an icon will appear to the right of the corresponding order line. A closed gray envelope informs that the email has been sent; while the open blue envelope means that it has been sent and read by your client. After submission, an icon will appear on the right of the corresponding order line. A closed gray envelope informs that the email has been sent; while the open blue envelope means that it has been sent and read by your client.
Edit a sales order
The Edit option will take you to the order creation panel
- Apply the necessary changes
- Click Save
Delete a sales order
Learn how to delete orders and other bulk actions here
The Delete option will ask you to confirm the deletion of the order directly from the list.
You will be able to recover the deleted orders from the trash, but only during a period of time determined by your plan (between 10 and 120 days). Check the details here.