Sales and Sales Order Alerts
Alerts relating to Sales Orders and Sales Mgmt
- ID634 Troubleshooting
- 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 & Sample:
- ID250 - Accounts Missing Account ID in Accounts Table Overview & 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 & Sample:
- ID499 - Alert on Billable Sales Order with Freight Charges to Manually Invoice Overview & Sample:
- ID590 - Sales Order Incl Order Types W / Excl Sales Codes X / Incl Contract Type Y / Category Z with No Contract Associated to Item Overview & Sample:
- ID414 - Sales Order Alternate Sales Rep RM01 Billed (Excludes Service Invoices) Overview & Sample:
- ID279 - Custom Sales Order Pick List Overview & Sample:
- ID227 - Pending/Scheduled Equipment Deliveries for Sales Reps Overview & Sample:
- ID201 - Items in Equipment Style Sales Order Cancelled Overview & Sample:
- ID562 - Alert to Advise when Orders of Type W Contain Items of Category X or Service Code Y Overview & Sample:
- ID610 - Sales Order of Order Type W Fulfilled Overview & Sample:
- ID615 - Sales Order Process Status Change - Step I Overview & Sample:
- ID22 - Billed Supply Order for Usage Limit Meter Type ID = W Overview and Sample:
- ID534 - DQM Quote Created Overview & Sample:
- ID512 - Daily Alert when Sales Order Items with Specified Sales Code(s) are Fulfilled Overview & Sample:
- ID416 - Notify When Non-Supply Sales Order is Created for Specified Item Categories Overview & Sample: