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How Can I Send Material Orders to my Customers and Suppliers?

Learn how to email your Material Orders from your Financials tab.

Once you have created a Material Order, you can email it to your Supplier(s) directly from within JobNimbus:

  • Navigate to the Material & Work Orders tab on the left-hand side menu

  • Click on the 3 dots on the right side of either the Material or Work Order to open up the drop-down menu

  • Select "Email Material Order" or "Email Work Order" from the drop-down menu

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After you click on Email Material or Work Order, a window will pop up for you to choose your recipients. Check the box next to the Supplier(s) you want to receive the email.



Tip: Create a specific Email Template to use each time you email a Material Order to a Supplier to provide additional context for the order.