Retailer allows you to send your orders to suppliers by e-mail, eliminating the need to print them out.
Configure E-mail Server Settings
Before you can send e-mails to suppliers, e-mail server settings need to be configured in Retailer.
![](https://img.zohostatic.com/zde/static/images/info.png)
For more information on configuring e-mail settings in Retailer, click HERE.
Enter Supplier Details
- On the top menu bar of Retailer, click on Stock Maintenance -> Suppliers and Departments.
- Click on the Suppliers tab.
- Click on the magnifying glass icon to search for a particular supplier.
- In the Details tab, enter the e-mail address of the supplier, and your account number with the supplier.
- Click on the Other tab.
- To email directly in Retailer, Tick Email Order via Retailer. If unticked, your email program (Outlook, Thunderbird, etc) will open when emailing an order
- Next to Format of Order to Export, use the drop down box to select CSV or TXT to attach those files to the email to the supplier. Tick PDF to also attach a PDF of the Order
- Enter an Order Email Subject for the email.
- Enter an Order Email text for the email message.
- Click Save.
- (Optional) Click Apply to all Suppliers to apply the settings ticked/entered above in step 3, across all other suppliers. A new screen will appear to select which settings to apply.
- Repeat for any other suppliers.
Sending an Order by Email
Send with Retailer
- Create an order as you normally would. Alternatively, if the order already exists, click on the magnifying glass icon to search for a particular order.
For more information on creating orders, click HERE. - If you wish to print the order, click Print Order in the top-right. Select the desired options and click Preview or Print. Select No to set this Pending Order to Sent.
- Click Send Order to Supplier
- Select Email this order as a PDF or Send this order based on Supplier Settings.
- Click Email Order.
- If a PDF file is to be sent, the Order Report options page will open. Select the desired options and click Ok
The order will be sent based on the settings you entered in the section above.
![](https://static.zohocdn.com/zoho-desk-editor/static/images/lights.png)
You can check whether the email has been sent by Retailer, or has failed, in the email queue. See Email Queue Management
Send through email client (Outlook / Thunderbird)
- Create an order as you normally would. Alternatively, if the order already exists, click on the magnifying glass icon to search for a particular order.
For more information on creating orders, click HERE. - If you wish to print the order, click Print Order in the top-right. Select the desired options and click Preview or Print. Select No to set this Pending Order to Sent.
- Click Send Order to Supplier.
- Select Email this order as a PDF, or, Send this Order based on Supplier settings (if sending order as a different file according to supplier setting).
- Click Email Order.
- If a PDF file is to be sent, the Order Report options page will open. Select the desired options and click Ok
- Your e-mail client will launch with the new message screen with the following:
- The Send To box will show the e-mail address of the supplier.
- The PDF file (or previously set file type) is automatically added as attachments.
- The Subject line with use the one that you specified.
- Edit the email as required and click the send button to send the e-mail.