Send a sales document by email
After you have set up the document sending profiles and have assigned email scenarios to email accounts, you're ready to send documents by email.
The following scenario describes how to send an order confirmation to a customer, but you can apply the same process to other documents.
To assign email scenarios to an email account, follow these steps:
Select the search for page icon in the upper-right corner of the page, enter sales orders, and then select the related link.
Select the sales order for which you want to send the order confirmation, select Print/Send, and then select Email Confirmation.
Based on the email scenario assignment, Business Central will select the
email account to send from. In this example, the account is
sales@cronus.com. However, you can still change the account
by selecting the AssistEdit button on the From field and then selecting
another account.
Before sending the email, you can:
Add recipients in the To, Cc, and Bcc fields.
Add attachments.
Add information in the Message part.
Apply formatting to the information in the Message part.
If you select Show Source, the source document from where this email is created will display.
With the Get Source Attachments option, you can add the attachments of the source document to the email.
In this example, a Microsoft Excel file is attached to the sales order. By running the Get Source Attachments function, you can attach that Excel file to the email.
