Sales and Sales Order Alerts
Alerts relating to Sales Orders and Sales Mgmt
- Equipment order Buydown- best practice
- ID652 - DCA Direct Order Enhancement Overview & Sample:
- ID946 - Send Weekly Summary of Supply Shipment Email with tracking Details to the Equipment Shipping Contact Overview & Sample:
- Equipment Orders from CRM to eAuto
- ID503 - ShipStation Parcel & Freight Shipments Overview & Sample:
- ID247 - Supplies Network PIP configuration and alerting on newly created items from the PIP for this process Overview & Set Up
- ID634 - Sales Order Import Utility Overview & Sample
- ID245 - Sales Rep Email and/or Manager Assignment Missing Overview & Sample
- ID742 - Convert Sales Quotes to Sales Orders while fixing missing data (In Development)
- ID567 example with Kofax Power PDF
- ID530/ID531 - UPS/FedEx Integration set up for ECi Hosted Clients
- ID875 - Possible Duplicate Shipment Notification - Billable Orders (Clone of ID215)
- ID815 Automated Equipment Order Workflow Process "If This Then That (IFTTT)", Overview & Sample
- ID384 - Specific supply items (category below) not linked to contract if customer has specified contract type, Overview and Sample
- ID250 - Accounts missing Accountid in Accounts Table, Overview and Sample
- ID268 - New Sales Order created with OEM and/or OEM Compatible item with Contract Types X or Bill Codes X associated to it, Overview and Sample
- ID499 - Alert on Billable SalesOrder With Freight Charges to manually invoice, Overview and Sample
- ID590 - Sales Order Incl OrderTypes W / Excl SalesCodes X / Inclr ContractType Y / Category Z with No Contract associated to Item, Overview and Sample
- ID414 - Sales Order Alternate SalesRep RM01 Billed (excl service invoices), Overview and Sample
- ID279 - Custom Sales Order Pick List Overview & Sample
- ID91 - Appointments not Completed, Overview and Sample
- ID227 - Pending/Scheduled Equipment Deliveries for Sales Reps, Overview and Sample
- ID201 - Items in Equipment style sales order Cancelled, Overview and Sample
- ID562 - Alert to advise When Orders of Type W contain Items of Category X or Service Code Y, Overview and Sample
- ID610 - Sales Order of Order Type W Fulfilled, Overview and Sample
- ID615 - SalesOrderProcessStatusChange-Step I, Overview and Sample
- ID22 - Billed Supply Order for Usage Limit Meter Type ID = W, Overview and Sample
- ID534 - DQM Quote Created, Overview and Sample
- ID512 - Daily alert when Sales order items with specified sales code(s) are fulfilled, Overview and Sample
- ID416 - Notify when non-supply Sales Order is created for specified Item Categories, Overview & Sample