Alerts when a sales order is created and the ordered by contact is missing or the contact does not have an email set or the email is bad.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
In order to email your customers on the status of their sales orders, we need a contact with an email entered on the order in the "Ordered By" field.
ID165 will alert your order processor or the person who created the order in e-automate if they forget to link a contact, or if the contact does not have an email address set or if the email is not valid i.e. @@domain.com.
Run Schedule: Every 15 minutes
Type of Output: Email
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Sample
Sample
Email list is sorted by Error type, then by Customer, then by create date
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Variables
Variables
Variable X:Branch Numbers - Branch numbers for the alert to fire on, leave blank to include all branches
Variable W: Name of Custom Property to exclude customers - The default custom property name is ZCJExcludeSOReview. Setting this custom property to Yes will exclude that customer from triggering the alert. See here for more details on creating the custom property
Variable Y: Contact category to exclude contacts - The default contact category to exclude contacts from triggering this alert is ZCJExcludeSORvw. See more details about the contact category here
Variable Z: Sales Order types, list order type name 'contains' in the variable separate multiples with a comma. Leave blank to include ALL orders types
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Alert Functionality
Alert Functionality
- 1. A contact is linked on the sales order record here:
The alert will trigger:
- If the order by contact field is blank, you'll see the message 'Ordered by Contact Missing' on the alert email.
- If there is a contact associated on the sales order, but the contact does not have an email address, the message will be 'Ordered by Contact Email Missing' in the alert email. The alert looks at BOTH the email field AND the other emails field
- If there is a bad email in the email field, for example bob@@abc.com, the alert will trigger. The alert looks at BOTH the email field AND the other emails field.
2. To exclude customers from triggering this email, set the custom property to Yes on the customer record. See more details on how to create this custom property here. The alert is checking the customer at the header of the sales order, not the bill to or ship to customer.
3. Contacts can be excluded from triggering the order by adding the contact category 'ZCJExcludeSORvw' to the contact record. See more details on how to create this category here.
4. Contacts containing the string '-decl-' or '-3rd-' in the contact number will also be excluded.
5. The status of the sales order must not be canceled for the alert to trigger on the order.
6. Use Var W to set it to trigger for specific order types, otherwise leave blank to trigger on all order types.
7. Alert only reviews orders over the last 3 days and only triggers once per order/contact. If an order is missing a contact it will trigger, if a contact is then added to that order but the contact record is missing an email the alert will trigger again.
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Best Practices & Tips
Best Practices & Tips
For contacts that have declined to provide an email address, we recommend adding '-decl-' to the contact number to indicate that the contact has declined to give their email address. This can be helpful so that the contact does not continue to get asked to provide an email address. Contacts with this string in the contact number are excluded from this alert by default.
If you have contacts that are for third-party customers and you don't want to add email addresses to the contact record, we recommend adding '-3rd-' to the contact number to indicate the contact is a third party and not an employee of your customer. Contacts with this string in the contact number are excluded from this alert by default.
Contact Category Setup
Contact Category Setup
You can also exclude the contact from triggering the alert using a contact category. The contact category name is set in variable Y. To create a contact category, go to Tools - Lists and Codes - Contact categories:
The default name for the category is ZCJExcludeSORvw. You'll add this category to any contacts to exclude from the alert:
Custom Property Set Up
Custom Property Set Up
There is one custom property for this alert:
Attribute name: ZCJExcludeSOReview
Description: Exclude Customer from ID165 Contact Missing from Sales Order alert
Data type: Yes/No
When this custom property on the customer record is set to Yes, the customer will be excluded from the alert:
If the custom property is blank or No, the customer will NOT be excluded from the alert.
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Related Alerts
Related Alerts
ID200 - Send tracking details for sales order shipment.
ID216 - Send sales order confirmation email.
ID220 - Supply order survey.
ID753 - Emails customer shipping information for drop ship orders
ID886 - Alert for an end-of-day summary of orders that did or did not have a contact and email linked.
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