Using The Send To Feature

Task/Problem Overview

In Savance Enterprise, it is possible to send a quote/order, or an RFQ/PO over to another internal user so that they can review, approve or convert.

Send To

To begin, have the Quote/Order open that you would like to send, and make sure it is in the forefront. Select the 'Send to...' option, which is found under the Send menu.

The Send Quotation screen will open. You can highlight multiple names to send the quote/order to. You also have the option to send an e-mail alert to the people you selected by placing a checkmark next to 'Alert Recipients Via Email'.

Choose the most appropriate Reminder Type from the dropdown. For the message, you can either key in something into the Type Your Message section, or you can select some predefined text from the Message Picklist. Whatever you select will automatically be transferred to the message area. Once you are ready, hit the OK button.

If you’ve selected ‘Alert Receipts Via Email’ an email alert confirmation screen will come up if you had previously selected the e-mail option. It shows you the contents of the e-mail message, along with the e-mail recipients it is going to. You now have the opportunity to change the e-mail message or cancel sending it. Hit OK to proceed.

You will receive a popup box that the message has been successfully sent. In addition, the user will see an alert about the message un their basket.