Quick Send is based on the one time configuration and set up of Auto Sourcing. After the initial set up, sending the Purchase Order Acknowledgement is as simple as clicking a single button!
Use the Auto Sourcing Progress Bar to make sure that recommended fields are completed. Learn about Auto Sourcing here.
Note: If not all the fields auto populate, choosing Quick Send will still create the document in one click and make it easy for the customer to complete in Quick Entry.
How does it work?
In the Transactions tab, click the Action icon of the document OR from the Workflow, click the Action icon.
Click Quick Send Ack.
If an 855 has already been sent for the order, the Quick Send Ack option will not be visible.