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How to send orders to vendors via email from Galley
Step-by-step guide for how to start sending orders to vendors via email.
Step 1 - Setup Emails
The following are the steps to set both "Destination" and "From Addresses"
- Click the Profile icon (top-right).
- Click Settings to go to the Settings page.
- Click the Orders Settings tab.
- Under the Your Locations pane (left side), click the desired location.
- In the Vendors pane (middle), click the desired Vendor.
- Under Order submissions settings (right side), enter the From address.
- Enter one (or more) Vendor email addresses. Click "Add email" to add additional Vendor email addresses.
- Turn on the on/off toggle (the word "On" will turn blue when the feature is enabled).
Step 2 - Send the orders
Now that you are all set to send orders to vendors, you only need to create a purchase order, click on the 'Action' dropdown, and click 'Send to Vendor'.
Note: The option to 'Send to Vendor' is disabled for vendors who are not configured to receive orders via email.
After that, Galley may take a few seconds to send the order PDF, and for that reason, the Order status will appear as 'Sending'.
Once the process is successful, the Order will be marked as 'Sent'.
Note: If Galley fails to send the order via email, its status will be marked as 'Sending Failed'. If that is the case, you can click the 'Action' dropdown again and select the 'Resend by email' option.