Sending Orders to Manufacturers via O2O

Sending orders to a manufacturer via O2O is as simple as sending an email. However, the manufacturer must be set up to receive O2O transactions. For more information, click here.

1. Convert a quote to an order, or create a new order from scratch. 

2. In the order, select "File."

3. Select "Print."

4. The "Print PO" window will appear.

5. Check the "Manufacturer Copy" box.

7. In the "Output To" field, select "Send Message."

8. Select "OK."

9. The "Send Message" window will appear with an O2O file as an attachment.

10. Ensure all information in the email is correct. Note: if needed, enter a user to receive the email.

11. Select "Send."