Sending purchase orders by email

From Picqer you can email a purchase order directly to your supplier. This allows you to place your order quickly and easily.

How to send a purchase order to your supplier?

You can manually email each purchase order to the supplier. Go to the purchase order in Picqer and click the "Send to supplier" button in the top right.

What information is included?

Picqer automatically attaches a PDF and an Excel file to the email. Both contain an overview of all products in the purchase order, with the following details:

• Supplier product code
• Product code
• Name
• Quantity
• Price
• Total

The Excel file also includes the barcode of each product.

Customizing the email

Every purchase order is linked to a template. Picqer uses the text you have configured in your template. Via this way you can create a different template for specific suppliers, with different text. You can set the default template on the supplier's page in Picqer.

Dynamic text with placeholders

You can use placeholders in the email text. A placeholder is a piece of text that Picqer automatically replaces with the correct data from the purchase order — such as the name of your supplier or the order number. You write a placeholder between double curly braces.

Example placeholder

Is replaced in the email by:

Available placeholders

• company.name Company name of your Picqer account
• supplier.name Name of your supplier
• supplier.contactname Contact person at your supplier
• purchaseorder.purchaseorderid Purchase order number in Picqer, such as PO2019-4637
• purchaseorder.supplier_orderid Order number at the supplier
• purchaseorder.remarks Remarks on the purchase order
• purchaseorder.delivery_date Expected delivery date of the purchase order
• products.amount Total number of products in the purchase order
• products.total_price Total purchase price of the purchase order
• products.products List of all products in the purchase order (see example below)
  • productcode
  • name
  • amount
  • amount_received
  • productcode_supplier

Conditions

Besides placeholders, you can also use conditions to display different text in the email depending on the status of the purchase order.

Example:

With the placeholder {{ products.products }} you can include an overview of all ordered products in the email. You loop through the list with a for loop to display each product.

The code looks like this: