Sending Attachments From TOP

TechLineThe Tech Line, by Joanne Simmons

 

 

Question:

Several times a year we mail out fliers listing new products with pricing, items that are currently on sale, other documents like credit applications, etc. It would be cost efficient if we could send them as an attachment to an email from within Total Order Plus.

Answer:

TOP provides sending attachments within an email in multiple places. You can attach up to two files to each purchase order, quote, order, invoice or statement. The file(s) must be placed in the EXPORT folder (U drive). When you are sending an attachment, you will include the name of the file as displayed in the input screen below:

OE_CREDIT_APP

 

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