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- JobNimbus Legacy
- Legacy Material Orders
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.
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.