Supplier Inbox
Purchase orders in your supplier mail
StockBold links a conversation to the purchase orders it names, shows where each conversation stands (Needs reply, Waiting on supplier, To update in StockBold, Done), and lets you save attachments to a purchase order's documents.
Linked purchase orders
When a supplier's email names one of that supplier's purchase orders by its number, StockBold links the conversation to that order. The Purchase orders card beside the conversation lists linked orders with their status and expected delivery. Each is marked Found in the email or Added by hand.
Use Unlink to remove a wrong order; it is not found again. Use Link a PO to add one of the supplier's orders by hand.
Links belong to your copy of the conversation. A colleague's copy finds the same order numbers by itself, but an order you link or unlink by hand changes only yours. You see a linked order only if you can see that purchase order.
A purchase order's page has an Emails card listing your own conversations linked to it. Your colleagues' mail is never shown there.
Where a conversation stands
Each conversation has a state, and it is yours alone. Needs reply and Waiting on supplier are set automatically: Needs reply when the supplier wrote last, and Waiting on supplier when you did.
A reply of yours that reached none of its recipients in To counts as not sent, so the conversation stays on Needs reply.
You can choose To update in StockBold, Done, or any state by hand from the state control at the top of the conversation. You can also right-click the conversation in the list and use Set state.
A state you chose stays until the supplier writes again; then the automatic state comes back. Back to automatic undoes your choice at once.
StockBold knows you wrote last only when it sees your reply. A connected mailbox brings in your Sent folder; with forwarding, add your StockBold address as Bcc when you reply.
Save attachments to a purchase order
- Link the purchase order to the conversation first.
- Select Save to PO beside an attachment to copy it to the documents of a linked purchase order.
Save all copies every attachment of the email. You see these buttons if you can manage documents and see purchase orders.
The copy is an ordinary purchase order document: everyone who can see that order can open it. The usual document rules apply, including the file types and your plan's file size and storage.
A file already saved to that order is not saved twice. A picture in the email's text is not saved, nor is an attachment that was not imported. An order in a locked year, or whose supplier was deleted, cannot take new documents.