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How to generate quote letter or sales invoice or movement note as a email attachment by default

Error message: one or more attached files to this email have been found to be invalid and have been removed as an attachment. When doing a stock movement is there a way that we can preview the note so that we can send it via email

J
Written by Jes Foxall-Beckley
Updated over a month ago

When you tick both options save to PDF and send via email (e.g. after clicking quote letter button from quote maintenance), the email then generates with the two attachments fine. Also, check your PC contains the latest Windows updates and Security updates.
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A alternative solution is to tick create PDF and send via email as default. Please complete the following steps:

  1. Select Options

  2. Select System Maintenance

  3. Select Document Layouts

  4. Select relevant document type e.g. Quote Letter

  5. Select Output Defaults

  6. Zoom in by pressing F5

  7. Tick create PDF

  8. Tick Send Via Email


So now when you click Quote Letter, the quote PDF attaches to the generated email automatically. If the above does not work, please raise a new case online and reference the title of this article.
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There isn't currently a preview button for the Movement Note Maintenance window for the actual Movement Note. You can preview the Report though. Our product team are assessing this idea for future versions of FactoryMaster.

A workaround is to complete the following steps:

  1. Select Options

  2. Select System Maintenance

  3. Select Document Layouts

  4. Select relevant document type i.e. Movement Note

  5. Click into empty cell under column Test Document Number and press F5 to zoom in

  6. Select relevant Movement Note and click Select

  7. Click Test

  8. Click Email

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