Email a master order report
You can email a PDF copy of a master order report to the customer that is formatted in one of the report styles (Confirmation, Acknowledgement, Invoice, etc.). eGrow Connect will keep track of emails sent this way in each customer’s Activity Log. You can send a test email to see how it will appear before sending a real email if you want.
Note: The email will not be sent from your email address, but rather from a generic eGrow Connect email address. If you want to send from your own email, print the master order report as a PDF and then attach it to your email.
- Navigate to
Sales, then
Master Order.
- Find and double-click on the master order in the left pane list.
- Click
Email in the taskbar.
- Select the type of sales order report you want to send from the drop down menu.
- Complete the email form fields, then hit Send.
Format List
Note: The format options and layouts available are created during onboarding into eGrow Connect and can not be altered in eGrow Connect or in print dialogue menus.
- Acknowledgement: An acknowledgement to that customer that you have received their order request, not a commitment to supply items
- Confirmation: A commitment to a customer to supply the items ordered