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  • Objectives

    Learn how to configure customer and vendor contacts to receive email documents in Encore.

    Understand how to enable the Email PDF functionality for seamless document delivery.

    Master adjusting application settings to ensure efficient and accurate email distribution of documents.

  • Audience

    Customer service, accounting, purchasing, shipping, and IT.

  • Required Knowledge

    The user needs access to customer maintenance, customer contacts, ship to maintenance, vendor contacts.

    To enable Email PDF and enter a mail server address, the user will need system administrator privileges

Course curriculum

    1. Customer Documents

    2. Configure Ship To Documents

    3. Configure Customer Contacts

    1. Enable Vendor Purchase Order

    2. Configure Vendor Contact

    1. Plant Table Configuration

    2. Company Table Configuration

    1. Frequently Asked Questions

About this course

  • 8 lessons