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Click on the “Email Sales Order” button, which will then prompt you to enter the email address of the recipient you would like to share the sales order with.
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The email address that auto-populates when sharing the sales order is the email address entered as the main billing contact in the Facility directory record. If the sales order must be shared with someone else, such as a hospital administrator or distributor, then a different email address should be entered. |
Additionally, the Sales User can share the Sales Order by clicking the options for “Print DUT” to generate a shareable or printable PDF. If you zoom into the PDF by pinching out, the “Share” button will also appear in the upper right hand corner enabling the user to share the sales order using their own personal email account or any other messaging app available on the user’s device.
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The Recipient email will auto-populate to the First Billing Contact Email listed for that Facility in the Directory. If this is not who should be receiving the email, select the correct contact using the “All Emails” drop down menu or type in the desired recipient’s email address. |
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