How do I send an email from metasfresh?

Overview

In metasfresh, you can send an email directly from the system to any partner you are communicating with (e.g., in sales orders or purchase orders).

Steps

1. Open a desired window from the menu, e.g. “Sales Order”.
2. Open an entry, e.g., a sales order.
3. Open the actions menu and click on “Email”. The email editor opens up.

   Note 1: Alternatively, press Alt + K / ⌥ alt + K to open the email editor.
   
   Note 2: The name of the recipient, if available, will be filled in automatically.

4. Compose your own text or pick a text block from the boilerplate field at the top right of the email editor and edit it, if required.

   Note: The template field will appear only if at least one template has been recorded under “Boilerplate” in the menu.

5. The referenced document (e.g., the sales order) will be automatically attached to the email. You can add additional documents by clicking on at the bottom left of the email editor.
6. Click to send the email.

Next Steps

• Create email templates.
• Send outbound documents via email.

Example