Parts: Emailing Customers when Special Orders Received

Release 11.14.4

Users Receiving Parts Special Orders now have the ability to automatically email a Customer upon Receipt of a Special Order Part in Parts Purchasing.

This feature applies to both G2 and Astra.

To Set Up the Configuration and Create an Email After a Parts Sale:

In G2 Admin> Setup> Update Modules Configurations, click on the Parts tab, and on line 65 “Email Customer / PO author when Customer special orders are received” in the Values Column, enter C for the Customer to receive a notification email (or B if you want both the Customer and the PO author to receive the email.)

Parts-Emailing Customer

Then in G2 Parts> Purchasing> Update Purchase order, Receive the Parts on a Purchase Order that has Parts designated for a specific Customer, then Save the Purchase Order.

Then a window should pops up with the To: defaulting to the Customer’s email address (the To: email address can be changed to your own email address to test this). Now click on the Send button (in the red box below).

Parts-Emailing Customer Special Order

Embrace a New Era of Customer Engagement

As you already know, the pandemic has had an enormous impact on everyone, especially consumers. That’s why we’d like to share with you our guide to customer engagement during the pandemic

IDS Guide on Customer Engagement