Sends automated email to the Sales Order Contact as soon as the tracking details from POP is recorded into note on Sales Order.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Drop ship orders fly outside the radar of most dealer's typical sales order process. With this alert an automated email will send to the Sales Order Contact as soon as the tracking details from POP is recorded into note on Sales Order.
This alert requires you link the sales orders to the PO's and that you set PO Processor to push note with shipment/tracking details.
Run Schedule: Daily Afternoons
Type of Output: Email
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Sample
Sample
We can format emails with needed verbiage, signature, etc.:
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Variables
Variables
Variable W: Note Type of Note written to the Sales Order in e-automate by the PO Processor functionality
Variable X: Custom Property on Customer Record to disable shipment confirmation for all customer contacts
Variable Y: Opt Out Contact Category on Contact Record to not send the entry/shipment confirmation
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Alert Functionality
Alert Functionality
1. The alert requires you enable new functionality through PO Processor (specifically POP Direct) to push a Note onto the Sales Order when a dropship is completed. The ID753 logic looks for this Note (as you've entered in VariableW) and triggers to advise your customer of dropship-sent when it sees the Note created. (The Note is not really designed to be human-readable, it's a mashup of data points that we parse out. Unfortunately we don't know where/how to tell you to configure this functionality, please reach out your ECi rep for instructions.
Sample note of raw text this process looks for:
2. Will send email to the Ordered by contact on Sales Order:
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Best Practices & Tips
Best Practices & Tips
1. Since this a customer-facing alert, we do recommend that the from email address for the alert comes from one of your department emails your customer can reply to (i.e. supplies@ OR customerservice@). We can make that change on your subscription, but please make sure CEO Juice has permission to send as that email address otherwise no emails will send out. Please see THIS POST on setting those permissions up.
2. How to Opt Out Customer or Contact from emails, see HERE.
Custom Property Set Up
See THIS LINK for Custom Property set up
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Related Alerts
Related Alerts
ID165 - Order was created and no Contact and Email linked
ID200 - Send Supply Shipment Email with Tracking Details to Customers
ID216 - Send Order Confirmation for Sales Order Entry
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