We currently use the Purchase Order Delivery Reminders and Purchase Order Confirmation Reminders functions to print reminders. It’s possible to run test prints to check the current templates, and bulk printing works as expected. From what I understand, email handling can also be managed from these views if the functionality is properly configured.
At the moment, the process seems semi-automatic, as some manual steps are still required to send emails. Has anyone successfully configured this to make the process more automated?
Modifying existing templates is not a major issue, but before making changes, we’d like to hear how others have approached this globally.
Do you have any tips or best practices for streamlining this process? Are there recommended settings or configurations to minimize manual work?