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 Order that is ready to send
• Click on the 3 dots in the top right corner of the description panel
• Select "Email Material Order" from the drop-down menu

This can also be done from the 3-dot menu in the "Material Orders" panel under the Financials tab of a Contact or Job.

After you click on Email Material 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.