How to automatically process email orders

How to automatically capture purchase orders from email

Do purchase orders or customer requests arrive in your inbox? You don’t have to download and retype them manually. Simply connect your email inbox to Aptien and it will automatically create a new purchase order in the right folder. You’ll save time, and no customer email with a purchase order will slip through the cracks.

How does automatic purchase order import from email work? 

• Aptien includes a built-in extension to automatically create purchase orders from incoming emails, including their attachments.
• Once you set up and activate the extension, purchase orders will be created automatically from messages received in the email inbox you configured
• You choose which fields to auto-fill from the email (for example, customer name)
• After you start the email import, purchase orders will begin creating automatically in Aptien

Where and how do you set up automatic purchase order creation from email?

1. Configure this in your Purchase Orders or Jobs/Projects register
2. Select which email inbox you want to pull purchase orders from using this guide
3. Start the sync and purchase orders will begin importing automatically