How to update Sales/Purchase emails in Unleashed?

How to update Sales/Purchase emails in Unleashed?

Overview: Unleashed inventory management software has a feature where the user will be able to send emails out to their suppliers/customers directly from the sales/purchase screen's. We can set up the email address that needs to be tagged along with the email. Here are the steps in order to update this:


  1. Goto Settings>Organization>Company from the menu on the left side.
  2. Open the 'Contact' tab where you will be able to view your organization's contact details.
  3. Update the following fields:
    • Purchase Email: This is the email address that the Purchase Orders will be sent from. If this field is blank, the logged in user's email id is used.
      Purchase Email Comment
      If you want a default message to go in the email, you can enter this here.
      Sales Email
      This is the email address that the Sales Orders will be sent from. If this field is blank, the logged in user's email id is used.
      Sales Email Comment: 
       If you want a default message to go in the email you can enter this here.

Note: The email will be still sent out to your supplier/customer via "noreply@unleashedsoftware.com" but will tag the email address given along with the email.

Reference:


In the above example chancy.shah@cloudscape.ae is the Purchase email set on the demo unleashed account.


    • Related Articles

    • Creating Purchase order

      Once we have added the new items, we need to update the inventory so we can sell them. While adding, we didnt add any inventory. The idea way of getting the inventory is via Purchase order. Let's check this video for creating a purchase order by ...
    • Add Purchase

      The Add Purchase page enables you to add a new purchase order.  You can also import Purchase Orders into Unleashed, see Import Purchases. Before adding a Purchase Order Create suppliers Create warehouses Create products Adding a Purchase Order with ...
    • Sales Module

      The Sales module enables you to manage quotes, orders, shipments, and invoices. For instance, you can create a sales order outlining the sales details and what the customer owes you, while calculating the margin and profit from the cost of goods ...
    • Adding Sales Order

      The Add Sales Order page enables you to enter sales orders for customers. This page provides you with the flexibility to edit sales orders at line level.  If you want the ability to create multiple shipments, multiple invoices, and purchases, you ...
    • Manage and View Sales Orders

      After you import or create sales orders in Unleashed, you can use the View Orders page to view and manage your orders. Viewing Sales Orders Go to Sales | Orders | View Orders. The list of orders is displayed. You can filter by fields. To import ...