Email a buy request
Send the request PDF/message to selected recipients.
Exact navigationAdmin Area → Requests & Applications → Buy Requests → open request → Send Email
Before you begin
- Use an account with real_buy_request: View/Edit and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide covers
Send the request PDF/message to selected recipients. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Exact step-by-step process
- Open Admin Area → Requests & Applications → Buy Requests → open request → Send Email.
- Open the source record and verify its recipient, status, totals and attachments.
- Choose the Send, Email, Share or Request action described in the guide.
- Select recipients and attachment/signature options shown by the form.
- Submit once and verify the activity, delivery metadata, public link or approval request created by the module.
Fields, choices and supported possibilities
Exact actionEmail a buy request
Exact navigationAdmin Area → Requests & Applications → Buy Requests → open request → Send Email
Module version1.0.0
Access rulereal_buy_request: View/Edit
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Request recordCode, client, property/item, request type, currency, property price, term and inspection choice.
Notes and billingClient note, admin note and billing/shipping data where the form exposes them.
ConversionReview status and linked customer/property before converting to a contract or invoice.
Code-backed validations and workflow rules
- The send form supports recipients, CC, custom template and attach_pdf.
- Buy and rent requests use separate real_buy_request and real_rent_request capability groups.
- Status changes and conversion actions validate the current request and linked record IDs.
Expected result and verification
- The supported email a buy request flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.