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Email to Vendor Feature

Informing users how to email clients directly from DesignerLink 2.0

Updated over a year ago

DL 2.0's email to vendor feature is essential to saving you and your team time by sending purchase orders direct to your vendor at the touch of a button. The feature helps keep your documents organized, and reduces any unwanted attachments or confusion.

In these Best Practices, and Short Video, we are going to show you how to utilize the email to client feature in Designer Link 2.0. The bottom of this page also includes related articles and frequently asked questions.

VIDEO TUTORIAL

BEST PRACTICES

Email Templates:

If you intend to edit a subject or body of your email, and would like to use it at a later date, please save it as a template for future use cases.

Comment to Vendor:

Before you send the email to the vendor, you can add any last second comments you want the vendor to be aware of. It will populate in the top left of the Purchase Order.

PO Template:
​The PO template chosen from the PDF Preview, will be the PO attached on the email.

*Service Clients:
If you use our services (ie. a Purchasing/Project Manager) to handle your expediting. You might not be using this feature very often, as most of your contact with vendors will be quoting beforehand, and not necessarily purchasing.

RELATED ARTICLES

  1. Creating Purchase Orders (POs) for Service Clients

  2. Creating Purchase Orders (POs) for Non-Service Clients

  3. Create a Vendor

FREQUENTLY ASKED QUESTIONS

  1. If I use the Email to Vendor feature, but send the PO to my own email, or another team member, can they approve the PO directly from the email?

    1. Because this feature is made for purchasing and not approving, you cannot approve a PO with any button from an email. If you were just looking for a confirmation from another team member before approving the PO in DesignerLink 2.0, they could just reply to the email saying "approved" or something along those lines.

  2. Do my documents that I added to the indiviual items get sent in the email to the vendor?

    1. No, all documents that you have uploaded for the items on the purchase order will not auto-populate on the email feature. Feel free to add them via the "Add Attachments." *Please note if you are using our expediting services, your Project Manager does have access to these item documents and will add them to their emails to the vendor.*

  3. I don't like the way the Purchase Order looks when I send it to my Warehouse, can I change add a field?

    1. While there might be limitations on what can be edited. Please reach out to our Product Support team with your needs and a visual example, so we can assist as best we can.


And that is how you utilize the Email to Client feature. For further information please make sure to reach out to our help desk via the chat icon in the bottom right corner of your Designer Link 2.0 browser, or you can always email us directly at [email protected].

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