Discover Document Handling Capabilities:

Learn about generating purchase and shipping documents within Tracktile through this guide:

📑 Managing Purchase and Shipping Documents

With Tracktile, you can bypass the hassle of manually attaching documents to emails. Discover how to send purchase orders and shipping documents directly from the platform.

Sending PO Documents:

Steps:

1. Create a Purchase Order, filling in all required details.

1. Add the items for your order and save your changes.

1. Select the "Email PO Document" option.

1. In the pop-up, enter the recipient's email (or select a pre-configured supplier email), adjust the email subject as needed, and personalize your message.

A quick walkthrough can be found here:

Sending Shipping Documents:

Steps:

1. Start a new Shipment, entering all pertinent details.

1. Choose the items for shipment and save.

1. Hit the "Email Documents" button.

1. A window will prompt you to enter the recipient's email, tweak the subject, and edit the email content to fit your message.

For a visual guide, check out:

This streamlined process in Tracktile makes document distribution efficient, ensuring critical documents reach their intended recipients promptly and without extra steps.