Sales > Customer Order Entry:: Auto-Sending Order Acknowledgments
If your site is set up for to have Customer Order Acknowledgments automatically sent to customers, you will follow the below process in order to use it. If this is a feature you don't currently have but would like it implemented at your site, please read below to understand how the functionality works, and then submit a ticket to request it for your site.
In Customer Order Entry there is a tab labeled “Email” with two fields: “Scheduler Printed (SYSTEM GENERATED)” and “Approved To Send”:
If you are filling out a customer order for which you want an acknowledgement sent automatically via e-mail, you will need to do the following:
- Leave the “Scheduler Printed” field blank
- it will be populated by the system after the acknowledgment is e-mailed
- Populate the “Approved To Send” field with a date
- The date you provide here does not matter – it just needs to be populated
- Ensure that there is an e-mail address in the “Contact” tab:
- Ensure that order Status is “Released”:
If all of these conditions are met for a customer order, then the acknowledgement will be generated at a predetermined scheduled time and sent as a PDF attachment to the e-mail address provided in the “Contact” tab.
Note that the following can be customized to your site's preferences:
- Subject of the e-mail
- Body/content of the e-mail
- CC's on the e-mail
- in case you or someone else should be copied on all the e-mails generated by the schedule
- from/reply-to e-mail address on the e-mail
- Scheduled time the program runs for the day
- Format of the order acknowledgment attached to the e-mail
- most sites just mirror the format of the customer order acknowledgment they're already using in Visual