How to Send a Purchase Order (PO) to Your Supplier in Luminous

Sending purchase orders to suppliers in Luminous is simple and efficient. This guide provides step-by-step instructions for exporting POs as PDFs or sending them directly via email.

Step 1. Access the Purchase Orders Page

1. Navigate to the Inventory section.
2. Select Purchase Orders to view your list of active POs.

Step 2. Export the PO to PDF

1. Locate the desired PO in the list.
2. Click the three dots next to the PO.
3. Select Export to PDF.
   • The PDF will include your company logo and all necessary details for the supplier.
4. Save the PDF to your computer.
5. Attach the PDF to an email and customize the message for your supplier before sending it.

Step 3. Send the PO Directly via Email

1. 1. Click the three dots next to the PO.
   2. Select Send to Contacts via Email.
      • The email will be sent to the supplier contacts stored in Luminous.

Step 4. Manage Supplier Contact Details

1. Go to Manage > Suppliers.
2. Edit an existing supplier to view or update their contact details:
   • Add or modify email addresses to ensure the PO is sent to the correct recipient.

Step 5. Customize the PO Email Template

1. Navigate to System Settings (bottom left corner).
2. Click on Purchase Order Settings.
3. Locate the Purchase Order Email Content section:
   • Add or update the default message that will be sent with the PO.
   • Include any specific instructions or details for the supplier.
4. Save your changes.

Key Features

• PDF Export: Ideal for attaching POs to custom emails.
• Direct Emailing: Simplifies the process by sending POs directly to supplier contacts stored in Luminous.
• Customizable Email Templates: Ensure consistency and professionalism in communication with suppliers.