This is what happens in the video
In Microsoft Dynamics 365 Business Central, you can post a sales order and email it to the customer in a single step using the Post and Send function. You find it under the Posting menu on the sales order.
The email is sent using the document sending profile set up on the customer card. If the customer is set up to not prompt for settings, Business Central sends the email automatically to the email address on the customer card with the posted document attached, and you get no chance to change anything before it is sent.
To include standard text in the email, set up email templates under Report Selections.
Posting and emailing a sales order in one step
When you are ready to post a sales order in Business Central, you can post and email it at the same time. You do this by choosing Post and Send under the Posting menu.
When you use this function, Business Central uses the document sending profile that is set up on the customer for sending the email. This means the behaviour depends on how the customer is configured.
What happens when the customer is set to not prompt for settings
If the customer is set up to not prompt for settings, you have no possibility to change anything on the email before it is sent. By default, Business Central simply sends an email to the email address defined on the customer card, attaches the posted document, and nothing further.
If you want to add a standard text in the email, you should set up email templates in the Report Selections.
Choosing what to post when shipping and invoicing
When you confirm the action, you can choose what to post. For example, you can choose to ship and invoice at the same time. When you select to post both the shipment and the invoice, the document is shipped and invoiced in one go.
Once posted, an email is sent automatically to the customer with the posted sales invoice attached.
Q&A
How do I post and email a sales order at the same time in Business Central?
Use the Post and Send function under the Posting menu on the sales order. This posts the document and emails it to the customer in a single step.
Which email address does Post and Send use?
It uses the email address defined on the customer card, and it sends the email based on the document sending profile set up on that customer.
Can I edit the email before it is sent?
Not if the customer is set up to not prompt for settings. In that case Business Central sends the email automatically with the posted document attached, and you cannot change anything beforehand.
How do I add standard text to the email?
Set up email templates in the Report Selections. The standard text is then included in the email when you post and send.
Can I ship and invoice in the same step?
Yes. When you post, you can choose to both ship and invoice the document at the same time, and the email with the posted sales invoice is sent to the customer.