This is what happens in the video
In Microsoft Dynamics 365 Business Central you can send documents like purchase quotes directly to a vendor by email without leaving the system. The email uses the document sending profile set up on the vendor, and you can override those settings on the fly when you need to edit the email before it goes out. Before any email can leave Business Central, the SMTP setup must be in place.
Sending a purchase quote to a vendor from Business Central
To send a request such as a purchase quote to a vendor, open the document and click the Print/Send button, then choose Send. Business Central then uses the document sending profile that is set up on the vendor card to decide how the document is delivered.
If you want to change how the document is sent, you can edit the choices directly when sending. For example, if you want to edit the email before it goes out, set the email option to prompt for settings and click OK.
Editing the email before sending it
When you choose to edit the email, you get a window where you can see and adjust the details before anything is sent. Here you can see:
- The email address the message will be sent to
- The subject line
- The attachment
You can also write a message to your vendor in the same window before sending.
SMTP setup is required before sending email
Make sure you have set up SMTP before you try to send email from Business Central. Without the SMTP setup in place, the system cannot send email at all.
Q&A
How do I send a purchase quote to a vendor in Business Central?
Open the document, click the Print/Send button, and choose Send. Business Central uses the document sending profile set up on the vendor to deliver it.
Can I edit the email before sending a document to a vendor?
Yes. Set the email option to prompt for settings when sending. You can then review and change the email address, subject, and attachment, and write a message to the vendor before sending.
What do I need to set up before sending email from Business Central?
You need to set up SMTP. Without the SMTP setup in place, you cannot send email from the system.