Emailing Edited Orders

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Q:  After I make changes to an existing open order in Order Entry, is there a way to automatically e-mail an attached PDF of the updated order?

A:  Yes.  Go to > Transactions > Order Entry > Record Customer Orders.  Before opening the order you want to change, go to “Print Order/Quote After Save” in the “Default Settings” and choose “Prompt.”
Open the order and make your adjustments.  Save the updated order and a window will appear asking, “Do you wish to print order/quote?”   Choose the Print Form Type “Use Email/Attachment.”

After you’ve printed the adjusted order the system will open your default e-mail client with a PDF attachment of the order.

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