How to Manually Attach a Stock Order to an Email

Step 1: Save the Stock Order as a PDF

1. Access the Order:

   • Navigate to the Inventory section of your system.
   • Select the Ordering option and choose the order you’ve created.

2. Set Up PDF Printing:

   • Click on Setup in the order interface.
   • Choose Print to PDF as the output option.
   • Ensure the settings are adjusted to:
     • Paper Size: A4/Letter
     • Orientation: Portrait
   • Press OK to confirm the settings.

3. Print to PDF:

   • Click Print to generate the PDF.
   • Save the file to your computer in a location where you can easily find it later.

Step 2: Attach the PDF to an Email

1. Open Your Email Client:

   • Compose a new email.

2. Enter Recipient and Subject:

   • Fill in the recipient’s email address.
   • Add an appropriate subject line for the order.

3. Attach the PDF:

   • Click on the Attach button or paperclip icon.
   • Navigate to the location where you saved the order PDF.
   • Select the file and confirm the attachment.

4. Compose Your Message:

   • Include a brief message with:
     • Your business details.
     • Your account number (if applicable).
   • This ensures the recipient can easily identify who you are.

5. Send the Email:

   • Double-check the details and press Send.

Key Takeaways

• Preparation Matters: Ensure the order is saved correctly as a PDF in A4 and portrait format.
• Professional Communication: Include all necessary details in your email to avoid confusion.
• File Organization: Save the PDF in an easily accessible location to streamline the attachment process.