Skip to main content
Procurement

A delivery update for your client

Tell your client where their pieces are, with no prices, vendors or order numbers.

Written By Julia M.

Overview

Send your client an update on where their pieces are, with no prices, vendors or order numbers.

Watch it: the Finances lesson in Campus, step 6, “Order and track”, chapter 7, “A client update” (starts at 2:05).

Steps

  1. In Finances › Procurement › Expediting, click Send client update.

  2. Pick the project. Choose whether to include what has already arrived.

  3. Check the update, then Download PDF or send it straight to your client.

Send client update: where each piece is, without prices or vendors

Was this helpful?

Still need help? Ask the team