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Prophet 21 Packing List & Purchase Order Emailing

Spend less time finding documents and preparing emails.

Does your team have to locate a packing list, retrieve a purchase order, save attachments, and build an email each time someone needs documentation?

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Those repeated steps slow down communication and make it easier to miss an attachment or send incomplete information.

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MindHARBOR builds custom document and email workflows connected to Prophet 21 to simplify that work.

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Example: Bring the documents and email together

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In this custom project, we developed a tool that helps users:

  • Retrieve packing lists and purchase orders associated with an order.

  • Attach the relevant documents to an email.

  • Pre-fill order information to reduce manual typing.

  • Select the appropriate supplier contacts.

  • Generate missing documents and add them to P21 document links as part of the workflow.

 

The employee can review the prepared message and attachments before sending.

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Fewer steps. More consistent communication.

Bringing document retrieval and email preparation into one workflow helps employees respond faster and spend less time assembling the same information repeatedly.

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It also gives the business a more consistent process for preparing and sharing order-related documents.

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What would make your document workflow easier?

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Your requirements may involve different documents, recipients, templates, or approval steps.

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We can assess a custom workflow for purchase orders, packing lists, order acknowledgments, invoices, shipping documents, and other supporting records. The approach depends on your P21 environment, document sources, and available interfaces.

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This is an example of custom work—not a packaged product. We adapt the solution to your process.

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Tell us where the extra steps are.

What documents does your team send repeatedly? Where do employees spend time searching, copying information, or fixing incomplete emails?

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We’d be happy to connect you with our development team for a free introductory discussion about simplifying that work.

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Back to Prophet 21 Services | Business Process Automation | Explore Solutions

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