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What are internal memos?

Internal memos are a central tool for communicating important purchasing information clearly and efficiently within an organisation. They ensure that all relevant users are informed promptly about changes, notes or announcements.

What are internal memos?

  • Definition: Internal memos are system-side messages that are displayed within the organisation.

  • Purpose: They serve to pass on information transparently without having to use external communication channels.

  • Display: Memos appear automatically for the users as soon as they are active.

Controlling visibility

  • Setting the period: Every memo can be given a validity date or a validity period.

  • Automatic display: As soon as the period begins, the memo is displayed automatically.

  • Sorting: In the message centre the memos are displayed in descending order by the date they were last edited.

    • The most recent changes are always at the top.

    • The sorting matches the view in the admin area.

 

Creating an internal memo

  1. Add memo: Select the option “Add memo”.
  2. Set the subject: Enter a clear and meaningful title.
  3. Enter the text: Write the memo text and format it as you wish.
  4. Define the validity period: Select a start and end date or a fixed period.
  5. Save: After saving, the memo is displayed automatically in the message centre.

internalmemo

 

Summary

Internal memos are an efficient instrument for distributing purchasing information within the organisation. They are easy to create, can be controlled in time and are displayed to the users automatically.

 

Instructions for administrators