Our alert ID200 will send an email to your customer when an order has shipped and include a link they can click to track the package (can also have a survey link). Many dealers will have supplies dropped shipped direct from the distributor and if you are using PO Processor we can typically send an email with tracking information on these orders as well as your regular shipment orders
As a sales order can have multiple "shipments" the tracking information is stored in the shipment record.
PO Processor must be set up correctly for this to work.
- “Add SO Shipments” dropdown must have “Yes” selected. **It's fine if you receive the PO in eAutomate, but you should not create the shipment. For the shipment record to have the tracking number added, you must create the shipment in PO Receiver.**
- The PO must have an associated SO
- The “Ship To” radio button on the PO’s Order/Shipping tab in e-automate must have “Customer” selected
- The PO and SO must have the same Ship To Street, City, State, and Zip.