Send, reply to and forward emails from StockBold

Sending replies from StockBold is included in the Pro plan and above. You need a connected mailbox that can send: either a mailbox with its outgoing server saved or one connected with Sign in with Microsoft.

Messages go out from your own mailbox and address, so the supplier sees you. Your email provider's limits and rules apply.

Reply to or forward a message

At the top of a conversation, Reply to the latest email offers Reply all and Reply, with Forward beside it. You can also find these choices by right-clicking a message or selecting its More actions button.

Each choice explains what it does: Write and send it here in StockBold or Opens your mail app, with the reason.

On the Starter plan, or when the mailbox cannot send, these choices open your mail app with the message started. A connected mailbox still brings your reply into the conversation from its Sent folder.

Without a connected mailbox, the choices are greyed out. Reply from your mail app and add your StockBold address as Bcc to keep the reply in the conversation.

Start a new email

Starting a new email also requires the Pro plan or above and a connected mailbox that can send. The email goes out from your own mailbox and address.

1. In the Supplier inbox, select New email at the top of the folder list, or above the folders on a phone.
2. Choose the supplier. The list shows suppliers that have an email address in your inbox and that you can see under your departments. You can search to find one.
3. If the supplier has several addresses, tick the ones to write to. If the supplier has one address, you go straight to the message box.
4. Select Continue if you chose from several addresses.
5. Write the subject.
6. Write the message.
7. Send the email.

Your own addresses are not offered when choosing recipients. You can add other addresses to To, Cc and Bcc, but the conversation stays under the supplier you chose.

The message box is the one described below, without a quoted original. The email always opens a new conversation under the chosen supplier, even if an older conversation has the same subject. Once sent, the conversation opens; if it is not stored yet, it appears in your inbox shortly.

If your mailbox is connected but cannot send, for example because no outgoing server is saved, New email explains why and links to the mailbox settings. Without a connected mailbox, or on a plan that does not include replying from StockBold, there is no New email button.

Compose an email on a purchase order

An approved purchase order has a Compose email button beside Export PDF, or in the three-dots menu on a phone. It writes to the order's supplier.

1. Select Compose email.
2. If the supplier has several addresses, tick the ones to use.
3. Change the subject if you want to.
4. Change the text if you want to.
5. Remove the PDF if you do not want to send it.
6. Send the email.

The supplier and its email addresses are chosen for you. The subject is already Purchase order followed by the number, in the same language as the attached PDF. The order's PDF is attached.

The button appears only when the order is approved, you are allowed to see purchase prices, the supplier is not deleted, the supplier is one you can see under your departments and has an email address in your inbox, and your mailbox can send. The PDF shows purchase prices. Otherwise, the button is not shown.

After you send, the page stays as it is and a message offers Open in inbox. The conversation is linked to the purchase order as if you had added it by hand, so it appears in the order's Emails card and in the Purchase orders card beside the conversation.

Write the message

The message box shows your address as sender, To, Cc/Bcc and Subject, with the supplier's known addresses suggested. A message can go to at most 50 addresses.

The toolbar formats text with bold, italic, underline, font size, bulleted and numbered lists, links and Clear formatting. The original is quoted below; Show quoted text displays it.

What you have written and its recipients are kept in your browser for that conversation for 14 days, so closing the page does not lose them. Attached files are not kept.

If the sender could not be verified, the message box warns you. If the email asks for replies to go to another address, the box offers it with Use this address. Use it only if you trust it.

Add attachments

Add files lets you drop files or choose them. Each file must be within your plan's file size limit, and the whole message can contain up to 25 MB. File types blocked in incoming mail are also blocked here.

On Forward, the original's files are included, and you can leave any of them out. A file StockBold did not import is shown as not available.

Attach from a PO searches the supplier's purchase orders, with those linked to the conversation first. You can attach their documents or Purchase order (PDF), the order itself. Only someone who may see purchase prices can attach the PDF, because it shows them.

Undo send

After Send, the message waits 6 seconds before it goes, with Undo. Undo keeps it as a draft in its conversation; add its attachments again. If you close the page before it goes, it is not sent.

While a message of a conversation is being sent, wait or undo it before writing another. Undo send is on by default and is your own setting, in Settings, then Supplier mail.

After Send

The message appears in the conversation at once, marked Sent from StockBold, and a copy is placed in your mailbox's Sent folder. If the copy could not be added, the message says Not copied to your Sent folder.

If your mail server refuses any one recipient, the message goes to nobody, and you are told which address to correct. If the server took the message but did not confirm it, the message shows Delivery not confirmed. StockBold does not send it again by itself, so check with the supplier before sending again. A message sent twice by mistake, such as by a double click, goes out once.

If a recipient's server later returns the message as undeliverable, the message shows Not delivered to that address, with the reason, such as the address does not exist or the mailbox is full. You also get a notification.

If your mail server refuses the saved password, nothing is sent. The message box tells you to update it, with Open mailbox settings. Until you do, Reply and Forward open your mail app. A Microsoft mailbox may ask you to sign in with Microsoft again.