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ID216 - Send Order Confirmation for Sales Order - Overview & Sample

This alert emails the contact listed on a Supply Order the details of their order with your customized verbiage, logo, signature, etc. 

Overview | Samples | Variables | Alert Functionality | Best Practices & Tips |  Related Alerts 

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Overview

Overview

Keep your customers in the loop and avoid them calling your team for updates. This alert sends an automated confirmation email to your customer for the Supply Order just placed. Not only will this provide even better customer service, but it will also save your staff some phone calls! We also give you the option to send these notifications to a fixed Helpdesk email each time.

Note: This alert will still send a notification, even when an order is on credit hold.  The purpose of this alert is to let the customer know we received and placed their order.  The customer is not notified by this alert of their credit status. That will still be up to your AR rep to resolve.

As with all of our customer-facing alerts, we will install this in Test Mode until you review and let us know you are ready to start sending it to your customer (Live Mode).

 

Run Schedule: Every 10 minutes

Type of Output: Email

 

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Sample

Sample

ID216_Sample.png

 We can customize the verbiage, logo, fonts, and colors on the email that sends out, see this link for details.

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Variables

Variables

ID216_variables_1.jpg

Variable W: Custom property to disable sending alert to Customer. The default value is ZCJOrderConfToOrderedBy.

Variable X: Category for Contact to opt-out of receiving the alert. The default value is ZCJDNSOrderConf.

Variable Y: Custom property for the HelpDesk contact, set on the customer record to send the alert to a static help desk contact. The default value is ZCJOrderConfHelpDesk.

ID216_variables_2.jpg

Variable Z: Mode, default is NotSupress to send to all Ordered By contacts on the sales order. Set to Suppress to ONLY send alert to the help desk contact and NOT to the Ordered By contact.

Variable 1: Order Types to include on alert, separate order types by comma, or leave blank to trigger for all order types that contain the string 'Suppl'.

 

 

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Alert Functionality

Alert Functionality

Who to send to?

When setting up this alert, you can select whether to send to all ordered by contacts or only a set help desk contact via Variable Z. You may want to only send to a fixed contact OR to the contact listed in OrderedBy field of the Sales Order OR both.

Variable Z=Enter 'Suppress' or 'NotSuppress'

Suppress turns off sending to ALL Ordered by Contacts (listed on Sales Order) and will only send to Helpdesk contact.

Not Suppress will send to ALL Ordered by Contacts listed in Sales Order that qualifies per OrderType(s) listed in Variable1 and any help desk contacts that are set on the customer record.

The ordered by field is here:

Remember this 'Ordered by' Contact must have a valid email address in Contact Record!

If you have a contact who wants to also receive the email notice regardless of who placed the order, then use Custom Property ZCJOrderConfHelpDesk on the Customer Record to assign that Contact Record 

**Please note this fixed contact will only receive IF there is also an 'Ordered by' contact on the Sales Order**

This custom property is set on the customer record:

Opt-Out 

How to Opt-Out Customers from Receiving the Alert:

1. To turn the alert off for the entire customer, set the custom property ZCJOrderConfToOrderedBy on the customer record to 'Disable'. This will turn off the tracking details email for all orders for this customer. Note, the alert will only consider this custom property for the customer set as the customer on the sales order (see screenshot above) and does NOT consider the Bill to or Parent customer.

ID216_ZCJOrderConfToOrderedBy.png

2. To turn off the alert for a specific contact, add the contact category ZCJDNSShipConf to the contact record:

ID216_2.png

 What Orders to Send?

Use Variable1 to determine what Order Types (not Order Type Description) to send this email notice on (i.e. Supply, Equipment, Other). Or leave Variable1 blank and the alert will send for all Order Types with the string 'Suppl'.

Order Type is here:

ID200_order_type.jpg

 

Who to send from?

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 CEOJuice has permission to send as that email address otherwise no emails will send out. Please see THIS POST on setting those permissions up.

 

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Best Practices & Tips

Best Practices & Tips

Please see THIS LINK for differences in ID216 and ID200 and our UPS Integration.

**Please see THIS LINK on how to opt-out a Customer or Contact from receiving these order confirmation emails. 

If you choose to send this alert to the Sales Rep, the alert will send to the sales rep listed on the order.

Custom Property Set Up

Custom Property Set Up

 Custom property to disable sending is ZCJOrderConfToOrderedBy, set on the customer record:

ID216_opt_out_cp.jpg

Custom property for set help desk contact to be notified on orders is ZCJOrderConfHelpDesk, set on customer record:

ID216_help_desk_cp.jpg

Contact category for individual contacts to opt-out of receiving alert is ZCJDNSOrderConf:

ID216_contact_opt_out.jpg

 

 

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Related Alerts

Related Alerts

ID200 - Email Supply Order Tracking Details to Customer.

ID165 - Sales order missing contact and email.

ID655 - Cloned alternate alert to send order confirmation for different branch or order type.

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