The Auto Send module delivers the ability to quickly e-mail a document directly from the sales order, purchase order, and proposal windows. The benefit of this feature over the traditional Crystal Reports export is that the system uses the contact settings within the customer or vendor account to e-mail a form or document.
Select the File > Auto Send Options > Accounts Receivable option from the main EBMS menu to attach documents to a sales order or invoice. The following Auto Send Accounts Receivable Options dialog will open:
The Attachment Settings should be enabled as show above.
Choose a document for one or more hot key options. For example, select the Invoice (PLAIN PAPER) option by clicking on the Browse button and selecting the invoice document from the reports menu. Review the Reports > Reports Menu for more details on locating forms and reports.
Open the sales order and invoice window by selected Sales > Invoices and S.O.s... from the main EBMS menu.
Notice that the hot keys are added to the sales order's file menu. The user can press Ctrl+1 as a shortcut key to e-mail a copy of the sales order or invoice using the customer's contact information.
Edit the e-mail and send it using the e-mail editor that is configured on the local computer. Note that an e-mail service must be setup on the local machine before Auto Send can e-mail a document directly from EBMS.
Some e-mail clients such as Outlook 2003 will show a message each time a software like EBMS tries to send an e-mail from the client. These warnings are to protect the user from script viruses that use your e-mail client. Search for instructions to disable macro security settings to suppress these messages. Go to Google: Outlook Macro Security Settings for Outlook instructions.
These shortcut hot keys can be configured on the following documents:
Sales orders and invoices as described above.
Purchase order and expense invoices - Go to File > Auto Send Options > Accounts Payable from the main EBMS menu
Sales proposals - Go to File > Auto Send Options > Proposal from the main EBMS menu.