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coolheatairconditioning
Level 2

How do i make the subject title of a emailed purchase order change from the standard to Purchase order (actual Number) from Company Name

 
12 Comments
JessT
QuickBooks Team

How do i make the subject title of a emailed purchase order change from the standard to Purchase order (actual Number) from Company Name

Let's get your purchase order number added to your email subject line, coolheatairconditioning,

 

You can add your purchase order number on the subject line on the preview when you email it. I made you a screenshot for your visual reference.

 

 

Please know that we're always here to answer your questions. Feel free to post back if you need help.

coolheatairconditioning
Level 2

How do i make the subject title of a emailed purchase order change from the standard to Purchase order (actual Number) from Company Name

is there a way to do this automatic?

JessT
QuickBooks Team

How do i make the subject title of a emailed purchase order change from the standard to Purchase order (actual Number) from Company Name

We're unable to automate this step, coolheatairconditioning. That would be a good option though.

 

l'm just around if you have other questions.

hbint
Level 1

How do i make the subject title of a emailed purchase order change from the standard to Purchase order (actual Number) from Company Name

Can you add the PO number into the body of the email?

GlinetteC
Moderator

How do i make the subject title of a emailed purchase order change from the standard to Purchase order (actual Number) from Company Name

Thanks for joining this thread, hbint.

 

The ability to add the P.O number into your email is unavailable in QuickBooks Online (QBO). As a workaround, you can manually add it to the body of your email every time you click the Save and send button in the Purchase Order window. I'll show you how:

  1. Locate a Purchase Order transaction.
  2. Click Save and send.
  3. in the Send Email window, add the P.O number.
  4. Click Save and close.

Your customer will then receive the email with the P.O number in it.

 

Let me know if you have other questions, I'm here to help.

sunvalley
Level 1

How do i make the subject title of a emailed purchase order change from the standard to Purchase order (actual Number) from Company Name

the new quickbooks enterprise 2020 allows you to do this. go to edit, preferences, send forms, company preferences, edit template, and below see insert customer po field subject. 

red2002yzfr1
Level 2

How do i make the subject title of a emailed purchase order change from the standard to Purchase order (actual Number) from Company Name

This topic should NOT be marked as SOLVED.  You may have provided an answer to QBO's current status, but the issue is not solved.

christine_w
QuickBooks Team

How do i make the subject title of a emailed purchase order change from the standard to Purchase order (actual Number) from Company Name

Hi red2002yzfr1-

 

Thanks for calling that out, we've since unmarked this issue as solved. As JessT mentioned, we are not able to automate the ability to include the purchase order in the platform currently. I'd recommend you log this feedback in QuickBooks Online which goes directly to our product team for review. The product team prioritizes customer feedback above everything else. See steps below: 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

Reply here if you have any other questions, we'd be happy to help. 

 

-Christine

 

-Christine

coolheatairconditioning
Level 2

How do i make the subject title of a emailed purchase order change from the standard to Purchase order (actual Number) from Company Name

if (Invoice No.) changes the invoice number every new invoice. what is the code/script for purchase orders. is it (Purchase Order No.)is there any other code i can use to improve my QBO (btw i tried that code and also (P.O.NO.)

christine_w
QuickBooks Team

How do i make the subject title of a emailed purchase order change from the standard to Purchase order (actual Number) from Company Name

Hi coolheatairconditioning-

 

I noticed you posted the same question here as well: CODE for Purchase order number - Community Post

 

Could you reply with some clarifying information on either post so I can better understand what you're trying to do. 

 

-Christine

AdriennePlaskett
Level 2

How do i make the subject title of a emailed purchase order change from the standard to Purchase order (actual Number) from Company Name

Is there a way to automatically do this using some [PO Number] code or something? I don't want to have to manually do it on 1000s of POs. I want the unique PO number to be in the subject automatically. 

Thank you!

Angelyn_T
QuickBooks Team

How do i make the subject title of a emailed purchase order change from the standard to Purchase order (actual Number) from Company Name

Thank you for joining the thread, @AdriennePlaskett.

 

Unlike invoices that we can automatically add the transaction number when emailing them to customers, we can't automate the option for purchase orders. For now, you can follow the steps provided by JessT above to add the number on the subject line when on the Send email window. 

 

On the other hand, QuickBooks consistently changes depending on our customers' needs. You can visit our blog to stay current with the latest QuickBooks news and updates.

 

Also, consider checking this article for more information about handling purchase orders in QuickBooks Online.

 

You can always visit us here if you have any other concerns. I'm a few clicks away to help. Have a good day!