Create and send communication logs

The Communication logs section explains how suppliers can create and send communication logs related to a purchase order.

This section focuses on documenting and sharing important messages, updates, or clarifications with the customer in a structured and traceable way, directly from the platform.

For a complete overview of the Purchase Orders (POs) module, including all related sections and functionalities, refer to the full documentation available at:

Purchase Orders (POs)

Steps to create a communication log

1. Go to Purchase Orders in the main menu.

2. In the Consolidated by PO tab, locate the purchase order you want to manage.

3. In the Actions column, click the Edit icon to open the purchase order detail view.

4. Go to the Communication logs tab.

5. Click New communication log.

Creating a new communication log

6. In the pop-up window:

   • Select the type of log.

   • Enter the message you want to communicate.

     

7. Choose one of the following options:

   • Save: The communication log will be saved and associated with the purchase order, but no email notification will be sent to the customer.

   • Save and send by email: The communication log will be saved and the system will continue to the email sending process.

Sending communication logs by email

8. If you select Save and send by email, a new window will open.

9. Select whether you want to send:

   

   • Only the latest communication log, or

   • All communication logs associated with the purchase order.

10. The correspondence generator window will then open.

    

11. In this window:

    • Select the contacts you want to send the communication to, or enter email addresses in the To field.

    • Modify the subject if needed.

    • Click the blue arrow to expand the documents. Select the documents you want to attach by expanding the Select documents section.

    • Note: Only documents already associated with the purchase order will be available.
      External files cannot be attached.

12. Click Send or Send and return to complete the process.

• Send: The communication log will be sent without closing the correspondence window

• Send and return: The communication log will be sent and the system will go back to the purchase order administration.

• Generate PDF: generates the communication log in PDF.

Important notes

• All communication logs are part of the official communication history of the purchase order.

• Messages sent through this section are visible to the client on their platform.

• Using communication logs helps ensure clear, traceable, and centralized communication for both suppliers and customers.