Objective

At the end of these steps, you will have set up the means for a supplier to send their invoices directly to your AroFlo site.

Steps

From AroFlo Office:

1. Click Accounts > Suppliers.
2. Search for the name of a supplier and then click their name.
3. Find the Supplier Specific Settings menu near the bottom right of the next screen, and click Email Import to Bill.
   
   Now you are going to work from top to bottom in the Settings on the left-hand side of the screen:
    
4. Next to the Email Address field click the magnifying glass.
5. Click Add Email in the bottom right of the Search box.
6. Type a unique email address (such as sparktech_bunnings), AroFlo will check the address and if it's available, give you a green tick and a message reading “Email Address is Available”. This email address is important as it is the one that your invoices must be sent to now for AroFlo to import them into your site.
7. Click Save.
8. Click On.
9. Click the list of Pre-Configured Suppliers. Find your supplier and click it.
10. Enter the domain (@bunnings.com.au etc.) you'll be receiving imports from.
11. Select a User on Import to receive email notifications about imports. This will be the name of one of our users.
12. Make sure Upload Email Attachments to Bill Documents is checked so you get a copy of the invoice saved to the Bill.
13. Click Save.

The setup is now complete. The only things you need to do are provide the email address to the supplier, or forward your invoices to that address and provide the supplier with the matching purchase order number from AroFlo when you're purchasing your goods.

Summary

You will now have set up the means for a supplier to send their invoices directly to your AroFlo site.

Knowledge Areas

Purchase Orders - Field

Purchase Orders - Office