This a great feature that allows you to provide an extra level of service to your customers by letting them know of any changes to their current back order lines.
How it works
Each time there is a change to the Expected Date of the associated Purchase Order line after the initial expected date has been set (when the PO is Purchased), the system will transfer that new date through to the sales order and generate a text email update to let your customer know of the change.
The schedule of the email updates is completely up to you, as is the individual sales contacts that receive the notifications. Only changes to the Expected Date since the last schedule will be collected and sent you your contacts.
The feature uses the default email account set up in your Prima Administration module.
Suggestion- Before switching on the service we advise that you contact your customers with a courtesy message beforehand to let them know they will be receiving the new notifications.
Setting up the Back Order Notifications
Administration
In the administration module go to:
- Automation >Auto Email Schedule
- Click Add Email Schedule
- Click New with the Back Order Emails selected
- Save
- Click Edit Schedule to define how frequently you want the notifications to be sent
- Save
Repeat process if you wish to have more frequent updates for example
Enable your contacts in Prima
Open the Contact record
- Tick Send Back Order Email? box
- Save
Contact must have an email address to receive the notifications
