Select Forward under Forms/Templates.
A new pop-up window opens:
Under Email*, enter or choose the e-mail addresses of the recipients.
If the recipient has already worked with the portal, you can also select him/her from the list of contacts that are already present on the portal. To do so, please click on Select, where a new pop-up screen will open:
In the upper part, you will find a list of recently used contacts. To select a contact, click on the appropriate checkbox. The contact will be listed in the field Email. For legal reasons, full e-mail addresses are not displayed.
All contacts that are present on the portal are listed in the lower section of the window. You can search for a specific contact person according to the person and company names. Just type in your query and press Enter.
You can select multiple contacts at once from both sections. After selecting the recipients, click on the Finish button.
Once the recipient(s) is/are selected, you can fill out the information regarding the form:
Provide the name of the form below in the field Form.
Provide the internal product number in the Material No. field.
If you know the vendor product number, you can enter it in the Vendor Product No. field. This field can be changed by the vendor later.
If you do not want to send the form right away, select the checkbox Do not send, just create specification. The form will be stored under Forms/Forms, which will remain in the status On hold, and you will be able to send it to the vendor later.
When you have selected all the recipients and filled in all other details, click on Forward to send the form.