Sending Emails to Multiple Contacts ?

In this article, we will guide you on how to send quotes, supplier invoices, and sales orders to multiple email addresses using Turbo Inventory. This is especially helpful when you need to send documents to multiple recipients either regularly or on an ad-hoc basis.

Turbo Inventory offers multiple ways to send emails to multiple recipients, whether it’s on a regular basis or for specific instances. You can send documents to multiple contacts, include yourself in every email, or manually add recipients as needed. These features provide flexibility in managing your communications efficiently.

Option 1: Send to Multiple Email Addresses Every Time

If you consistently need to send documents to the same set of email addresses, follow these steps:

1. Navigate to the Customer:

   • Go to your customer list and click on the customer you want to send emails for.

   • Click View, then Edit.

2. Add Multiple Email Addresses:

   • Inside the Email Text Box, add multiple email addresses separated by a comma. For example, email1@example.com, email2@example.com.

   • Every time you send a document to this customer, it will automatically be sent to both email addresses.

3. Save Changes:

   • Click Save to confirm your changes. From now on, any document sent to this customer will be forwarded to both email addresses.

Option 2: Send to Additional Contacts on an Ad-Hoc Basis

If you need to send documents to additional contacts occasionally, follow these steps:

1. Add Additional Contact:

   • When posting an invoice or sales order, you can add additional contacts for the customer.

   • In the Contacts section, add the email address of the new contact. For instance, you could add contact2@example.com.

2. Send to Multiple Contacts:

   • After saving the contact, you can send documents to multiple email addresses by selecting them. For example, you could select one or more contacts from the list to receive the email.

3. Complete the Process:

   • When you send an invoice or quote, simply click Email. You will have the option to select multiple recipients and send the document to all of them at once.

Option 3: Use BCC to Blind Carbon Copy Yourself on Every Email

If you want to keep track of every email sent from the system, you can automatically BCC yourself:

1. Enable BCC for All Emails:

   • Go to Settings > Tools > Advanced Configuration.

   • Scroll down to the Invoice Tab and find the BCC Store on All Emails option.

   • Set this option to Yes. This will automatically add the store's email address to every email sent out of the system as a blind carbon copy.

2. Set a Custom BCC Email:

   • If you don’t want your store's email to be BCC'd, you can enter an alternate email address in the system’s settings.

   • This alternate email will then receive a blind carbon copy of every email sent from the system.

Option 4: Sending Documents to Multiple Email Addresses Manually

If you wish to send documents to multiple recipients manually, you can do so by following these steps:

1. Select the Document:

   • Navigate to the sales order or invoice you wish to send.

   • Click on the three dots (options menu) and choose Email.

2. Enter Multiple Email Addresses:

   • In the To field, enter multiple email addresses separated by commas or semicolons. For example, contact1@example.com, contact2@example.com.

3. Send the Email:

   • After adding the email addresses, click Send Email. The document will be sent to all listed recipients.