This function can be useful when there are many orders in the LoMag system that you want to process on a given day.
To activate it on the list of orders, go to Documents → Orders from customers.
A window will appear, where you should select the document you're interested in. You can also search for the document using the search field or by sorting by the Status column.
Next, click Generate and send. If you haven't configured your email settings, the following window will appear:
To configure your email settings, go to the instructions by clicking here. If this does not apply to you, proceed.
The following window will appear:
Select the template you're interested. To configure the template according to your needs, go to the instructions by clicking here. Then you can set the status after sending..
Based on ZO documents, a document will be automatically generated and sent. To do this, click 
. The following window will appear:
You can configure the message, for example by selecting an email template. To configure email templates, go to the instructions by clicking here. Then proceed by clicking Generate and send.
First, a message about generating the PDF file will appear, followed by a message confirming the operation is complete.
For this entire process to work, the customer's email address is taken from the contractor list. To configure the contractor list, go to the instructions by clicking here.
Other Thematic Guides - Table of Contents