ISPnext offers the possibility to save emails with the associated attachments to the suppliers/contracts/teams.
For example, when you receive an e-mail from a supplier, you may want to save this e-mail (including any attachments) with the supplier in the Vendors module or with a contract in the Contracts module. This way you keep the supplier file complete.
How does it work?
You will receive an email from supplier ISPnext . Forward the e-mail to ISPnext (eg: message@vendorlink.nl, see 'Inrichting' section for the correct e-mail address). Make sure there is an email address of the supplier in the body of the email (e.g. support@vendorlink.nl)
The ISPnext server will recognize you as the sender, scan the text of the e-mail for an e-mail address of the supplier and then save the e-mail and the document in Vendor Details > Documents > E-mails. This is only possible if the section under the "Domain Name (Vendors)" heading is set. If not, you will receive a pop-up on the ISPnext Start Centre where you can manually assign the email to a supplier/contract/team.
Set-up
In Admin > General settings > E-mail settings there are two settings that are important for this functionality:
Under 'ISPnext Message and Report Settings':
Domain name
This is your organization's domain name. This is managed by ISPnext for security reasons. If this field is empty, please contact ISPnext . This domain name is used to recognize incoming e-mail from the sender.
If your email address is : firstname.lastname@yourdomainname.com, then this field should contain yourdomainname.com.
Under 'ISPnext Message and Report Settings':
ISPnext e-mail address
This is the email address to which you can forward supplier emails. ISPnext recognizes the e-mails and tries to place them with the correct supplier. The e-mail address is set-up by ISPnext and cannot be adjusted via the Admin in the environment. This only works if you have set up domains per supplier. If that does not work, you will receive a pop-up on your Vendor ISPnext Link Start Centre in which you can still manually link the e-mails to a supplier/contract/team.
Finally, there is one setting per supplier in the Vendors module:
Domain name (Vendors)
For every supplier in the Vendors module, there is a 'Domain name' field in the supplier details. If you enter a domain name here, ISPnext will check on receipt of your forwarded e-mails whether the e-mail can be placed directly with a supplier.