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I. Create a Folder for Purchase Request emails
1.) Right-click 'Inbox' from Microsoft Outlook and select 'New folder...'
2.) Title the folder 'Purchase Requests'
3.) Your Purchase Request folder is now created.
Folders in Outlook are organized alphabetically. If you wish to see the Purchase Request folder at the top of your Outlook list, perform the following:
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Right-click the Purchase Request folder
- Select 'Show in Favorites'
The Purchase Request folder will now appear in the "Favorites" list at the top of Outlook.
II. Creating Filter Rule
1.) Click 'Rules' from the Ribbon and select 'Manage Rules & Alerts...'
2.) Click 'New Rule...'
3.) On Step 1, select 'Move messages with specific words in the subject to a folder'
4.) On Step 2 of the same window, click the 'specific words' hyperlink
5.) Type 'Purchase Request from' in the field (1), click 'Add' (2), and click 'OK' (3)
6.) Back on the Rules Wizard, at Step 2, click the 'specified folder' hyperlink
7.) Select the 'Purchase Request' folder from the list (1) and click 'OK' (2)
8.) Back at the Rules Wizard, click 'Finish'
9.) Click 'Apply'
10.) Click 'OK' and close the window. You've now created a rule to send Purchase Request emails directly to the Purchase Request folder!