Email History in IMS

Viewing the Email History in the Inventory Management System (IMS) helps track communication with suppliers, clients, and internal users.

Sending Emails through IMS
Supply Order Emails
Supply Request Emails
Viewing Email History

Sending Emails through IMS

Supply Order Emails

Users can send supply order information directly to suppliers/contacts.

Go to Inventory > Inventory Management System.
Open the Supply Orders subtab.
Click the Email icon in the Action column for a Supply Order.
The email preview will appear on the right. Fields on the left can be edited:
- Subject - The subject line of the email.
- Email To - The address that the email will be sent to. This field automatically generated the supplier's Order Email Address. Multiple addresses must be separated by a comma.
- Email CC - CC'd email addresses added to the email. This field is optional.
- Notes - Any additional notes. If added, these notes will appear at the bottom of the email.
Click Send Email.
- The number on the Email icon indicates the count of emails sent for that order.

Supply Request Emails

Email notifications are automatically sent to specified addresses when new supply requests are submitted. Multiple addresses can be set per stock area.

Navigate to Inventory > Inventory Management System.
In the Stock Areas subtab, click the Edit Pencil for a Stock Area.
Under Details, enter an email in Supply Request Email Alerts and click Plus to add.
Save the page to confirm.

Viewing Email History

Email History includes emails that were sent using IMS. It does not include email replies or conversations.

This page shows outgoing supply order and request emails. It includes:

Sent Date - The date the email was sent.
Customer, Location, and Stock Area - The stock area the email pertains to.
To - The address that the email was sent to.
CC - The CC'd addresses attached to the email.
Sent By - The Janitorial Manager user who sent the email.
Subject - The subject line of the email.
Body - Selecting the Mail icon in the Body column will show a copy of the email.

Account

Go to Inventory > Inventory Management System.
Select the Email History tab.

Stock Area

Go to Inventory > Inventory Management System.
Select the Stock Areas tab.
Click the Edit Pencil for a stock area.
Select the Email History subtab.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.