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.