How do I send users email reminders about missing Purchase Orders?

To help you manage your cases with missing purchase orders, you may send a reminder email to a user with their events that have pending POs to remind and encourage them to locate those PO #s and get them entered so you can get paid.

1. Navigate to the Users section in the console

2. Click on the relevant User

3. Click “Send PO Reminder” to trigger the email

    

   

4. Then in the pop-up make any adjustments to the email addresses or email message that you would like.

5. Click Send and the email will be sent with a complete list of “closed” events without PO numbers for that user.

Automate Weekly Missing PO Emails

You may also enable the organization setting to send weekly reminder emails for any events missing POs. These email reminders will be sent to the owners of the events that are missing POs.