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ID753 - Drop Ship Notification (in Development)

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 detail is entered in the Sales Order. 

This alert requires you link the sales orders to the PO's. We recommend you have PO Processor/PO Receiver so it will auto populate the tracking information to the message tab of the sales order for vendors that are integrated with POP. If you are not using POP then you will have to manually input the tracking info on the message tab once you get that information.

Variables Explanation:

VariableW - Custom property on Customer Record disable shipment confirmation for all customer contacts

VariableX=OrderTypes to Include (separate list by commas for the ordertypes to use for this notification)

VariableY=OptOut Contact category associated to the contact to not send them the entry/shipment confirmation

VariableZ=stage at which to fire alert: 'TrackingNumber' to fire if that data has been entered, 'Invoiced' to fire after order is invoiced, 'Shipment' to fire after order is shipped

 

Use ID165 to ensure you capture emails with sales order entry.

Use alert ID216 to let your customers know their order has been created.

Use ID200 to email contacts when tracking info entered in SO (we support FedEx and UPS).

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