Texting POs to Vendors

To enable a vendor contact to receive Purchase Orders via SMS, follow the steps below:

1. Navigate to the Vendor Contact setup

2. Enter a Cell phone number

3. Check the Text Orders checkbox

4. Select Save to apply changes

Once the vendor contact is enabled to receive POs via text, there will be the option to transmit via SMS on the Print/E-Mail Purchase Orders screen. Check the Send checkbox next to the PO# and then the SMS checkbox to choose text as the method of distribution. You can add any comments you want to include in the text and then select the green check to send the PO.

The vendor contact will receive a text that looks similar to the screenshot below:

Selecting the link within the message opens the Purchase Order for review:

Vendor Messaging in Message Center

After a PO has been sent via SMS, a new thread will display in Message Center under the Partners inbox. Users can view the POs sent and communicate with the vendors directly from the thread.

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Vendor Messaging in Message Center