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Sending a Purchase Order

How to send a purchase order directly to your vendor through Jetbuilt

Patti avatar
Written by Patti
Updated over 2 weeks ago

Purchase orders that you've generated can be sent directly to your vendors from the Purchasing page of your project.

On the left side menu of the Purchasing page in a project, click on the name of the purchase order you'd like to send to display the Send to Vendor button.

Next, a window will pop up where you can enter or confirm the recipient email address, add additional email address in the CC field (separated by commas), and include a message. If you'd also like to receive a copy of the sent purchase order, select the Send Copy To Me checkbox, and then click Send Email.

The Send To field will automatically populate with the email address you've defined for that purchasing source on the Vendors page, but you can edit this on a per project basis.


We hope that helps! Please reach out to us in Support Chat with any questions!

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