Question: What are the required steps for having order acknowledgments automatically emailed or faxed?
Answer: Perform the following steps:
In Location Maintenance, select whether to send order acknowledgments for the relevant sales locations.
In Order Class Maintenance, select whether to send order acknowledgments for the relevant order classes.
In User Extended Options, select whether to send order acknowledgments for the relevant users.
In Contact Maintenance, set up contacts for customers where the order acknowledgment is set up to be emailed or faxed.
In Customer Maintenance, select the Require Order Acknowledgment check box on the Options tab.
If you want to fax order acknowledgments, set up integration with a third-party email faxing solution. For more information, see Fax FAQ.
Question: Will an order acknowledgment be automatically emailed or faxed if the order is put on manual hold?
Answer: The user will be asked first before sending it.
Question: What are the order acknowledgment delivery options?
Answer: The options are as follows:
|
Option Method |
Operation / Setup |
Crystal Reports |
|
Manual |
Manual Selection of the Print button in Order Entry (no setup required) |
Prints to the screen in Crystal Reports format, and a printer can be selected for printing. |
|
Automatic - Print |
An order acknowledgment is printed after an order is imported or entered in Order Entry (see setup above). |
Prints in Crystal Reports format |
|
Automatic - Email |
An order acknowledgment is emailed after an order is imported or entered in Order Entry (see setup above). |
Emails a .pdf attachment |
|
Automatic - Fax |
An order acknowledgment is faxed after an order is imported or entered in Order Entry (see setup above). |
Faxes a .pdf output |
Note Order acknowledgments allow for multiple contacts with multiple delivery options.
Example You can have two faxed order acknowledgments to two different contacts, or one faxed and one emailed.