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ID200 - Send Tracking Details for Sales Order Shipments Overview & Sample

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

Real time shipment confirmation available to your customers and less time on the phone for your staff providing updates. This alert will give your customers the tools to track their shipment(s) by sending an email with the UPS/FedEx/SpeeDee link when you ship the order and we also include back order information. In addition, you can attach an optional survey link to get feedback on the supplies team. We can even set up your organization with a UPS Integration that will automatically populate eAutomate with the UPS tracking info so your staff don’t have to (ID530). Fulfill timing is important, see our documentation link below.

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 to your customer (Live Mode).

Sample:

 **The "click here to track . . . " link will be a part of your email as long as you enter tracking info into Sales Order upon shipping. It also dependent upon there being a shipping company set in on the ship method (via Lists & Codes) in eAuto. eAuto only provides four shipping companies that come standard. If you need another shipping company associated with a ship method, please contact help@ceojuice.com and we can write it into your back end tables in eAuto.

**Please see THIS POST on how to enter tracking info and on how to ensure your Ship/Fulfill Process will meet the alert requirement.

**For PO Processor use with ID200 see THIS POST.

**Consider our UPS Integration (ID530) so you don't have to manually enter tracking info into eAuto

 

SET UP OPTIONS:

Who to send to?

When setting up this alert, you can select whether to send to all or only to those assigned the Custom Property of ZCJOrderShipHelpDesk. Use Variable3 to select 'Suppress' to control static contact only. Or you can leave Variable3 blank and the alert will send to contact in Ordered By, Shipping Contact and/or contact assigned to ZCJOrderShipHelpDesk Custom Property (The alert will still send to this fixed contact on ZCJOrderShipHelpDesk even if you have 'Ordered by' or 'Shipping Contact' fields blank). 

By not setting Var3 to 'Suppress' email will be sent to ALL Ordered by Contacts listed in Sales Order that qualifies per OrderType(s) listed in VariableX.

and will also send to Shipping Contact:

Remember these Contact Records 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 ZCJOrderShipHelpDesk on the Customer Record to assign that Contact Record:

 

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

What Orders and Ship Methods to Send?

Use VariableX to determine what Order Types (not Order Type Description) to send this email notice on (i.e. Supply, Equipment, Other). Or leave VariableX blank and the alert will send on ALL shipped and not filter out by OrderType.

Use Variable1 to determine what Ship Methods (UPS, FedEx) to send this email notice on. Or leave Variable1 blank to send on ALL Ship Methods.

 

When will Email Send?

Use VariableZ to determine in what stage the email will send.

TrackingNumber=fires when trackingnumber entered on shipment (please note if no trackingnumber entered, then alert will not send at all)

OR

Invoiced=fires when invoiced

OR

Shipped=fires when shipped

 

Who to send from?

Since this a customer facing alert, you may want to consider having us change the from: email address to come 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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