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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

 
21 Comments 21
JessT
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

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
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

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 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

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!

amlong24
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

What we are trying to accomplish is to pull variables from the Invoice into the Standard email which is sent out by the system.  For example, the Invoice has field variables which are keyed by the user (such as a custom field called PO number) or several system calculated variables (such as Sub Total, Total, Invoice Due Date, or Balance Due). 

 

If you look at the Standard Email's subject line- the system is pulling in the variable for [Invoice no.]. We would also like to include other Invoice variables such as [PO Number] in the Standard Email's subject line. Why is this not possible?

 

This seems like elementary functionality which is missing and which opens up room for error as the user has to manually type in these variables each time an invoice email is sent.

 

For Example, we would like the email to be able to pull in the following variables:

 

Subject:

Invoice [Invoice no.] due [Invoice Due Date] from [Company Name] for PO [PO Number]

 

Message to the customer:

Please find your invoice, as attached, in the amount of [Invoice Total]. Kindly remit payment prior to [Invoice Due Date].

IntuitAika
Intuit

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 amlong24,

 

There isn't a way to automatically add those customise variables on the subject and message on the standard email of an invoice. I'd recommend to submit a feedback to our Product Development team to have this added on the future releases of QuickBooks Online. To submit a feedback:

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks Online. 

 

Feel free to check on this link to see the new features for QuickBooks. 

 

Let us know if you need further assistance. Have a nice day. 

necdet
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

THIS IS NOT ACCEPTABLE 
This is NOT a FEATURE you can sell, this is a MUST.
We didn't pay software to create problems instead to solve them.

People especially non-IT people can forget to add PO number to email subject.
Now since email clients combine same subject emails under same thread.
All our PO mails intended for different vendors are combined under the same email thread.
And our non IT stuff , replying those emails ,occasionally sending those emails to non-intended vendors.
This is a total MESS.

We won't be paying to QBooks to solve a problem , it creates.
We will consider quickest way to get out of it.




hbint
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

Agreed.  Manually doing this takes too much time and there are errors.  

rbarreca
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

So ridiculous that this isn't a feature.

IntuitSheila
Level 8

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 rbarreca,

 

Thank you for feedback and I can see how helpful for you and your business to be able to make the subject title of a emailed purchase order change from the standard to Purchase order. I have forward this to our relevant team to let them know of the feature you're looking. 

 

You can send your feedback through your QuickBooks account through Settings icon, and select Feedback. Our Product Team will review on this for you for consideration.

 

Feel free to message us back if you have any other questions. Have a great day!

MarkJ1
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

I too want this seemingly simple feature added.  Too much room for human error. 

enieves
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

in QB 2020 Desktop you can do this by adding [PO Number: Customer-PO-No] to the email subject line.  I am surprise QB Online does not have this feature.

ReymondO
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

Hey there, @enieves. Thank you for voicing your concern within the QuickBooks Community.

 

I've noticed that you've raised a similar issue in another thread. Our colleague, JoesemM, has already addressed your questions. You can find her response at this link: https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/re-code-for-purchase...

 

I understand the potential benefits of implementing this feature for your business. Therefore, I'll be sure to consider your suggestion for enhancing the QuickBooks Online experience. We consistently seek feedback to enhance our services for our valued customers, so we would greatly appreciate your thoughts on your own experience too.