About Order Confirmation
The Order Confirmation enhancement lets you automatically send electronic confirmation back to a customer when an order is placed. With just a few steps you can set up your system to automatically fax or email order confirmation to a default contact or to multiple contacts. You can also tie an attention to a contact and automatically send them order confirmation.
This feature works in both commercial order entry and furniture order entry.
Click on the scenario below to see how to set up this feature. With each of these scenarios, a dialog box opens in Order Entry showing you that the order confirmation was sent. There are three scenarios:
When you set up a customer to use this feature, the system knows to fax or email the order in Order Entry. If the Send Order Confirmation box in the Customer Order Entry 2 tab is checked, the E-mail Order box is marked by default. When completing the order in Order Entry, the E-Mail Order or Fax Order dialog box opens.
If you do not clear the E-mail Order check box in the Order Entry Order Totals tab, the invoice is sent to the Default Confirmation Contact Type and person who sent the order. However, you can override the attention contact. In addition, if you select an attention for the order, a confirmation email is sent to the attention as long as the attention is linked to a contact. If a default contact type is chosen, the contact also receives a confirmation email. The system checks your customer set up and uses the customer’s format when sending the email or fax. The system uses the furniture formats when appropriate.
See also:
In the Customer Order Entry Tab
Using the Customer Contact Window
In the Customer Shipto/Attention Tab