---
title: "Vendor Drop Off: Automated Email Sequence."
description: "Vendor Drop Off: Automated Email Sequence."
---

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1. [Pallet Connect](https://support.palletconnect.com/knowledge-base?hsLang=en)
2. [Vendors and Suppliers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en)
3. [Vendor Transactions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-transactions)

# Vendor Drop Off: Automated Email Sequence.

````

1\. This article reviews the various automated emails that can be sent to a Vendor during the drop-off process.

**TIP!** Please see related article on Email Settings, this will affect who receives emails and which emails the system sends.

**TIP!** Enable Email tracking for details on the status of the email. See related article.

``

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-26/dee94a82-b4e3-463c-b73e-11e67150091c/ascreenshot_67f7ecccf0af41fb888b83ca3ae40446_text_export.jpeg)

``

2\. Once the Vendor Drop Off request has been created the email sequence starts.

**NOTE:** On the Current Requests and Pick-up/switch pages of the Vendor section of the menu, the email status is shown for each order.

``

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-26/28f274db-5135-493e-aa22-9adcfcac9618/user_cropped_screenshot_fa01b3fef0744a29a169812f0585062c_text_export.jpeg)

``

3\. **EMAIL 1 REQUEST CONFIRMATION**

This shows in the transaction log and on the open request as "confirmation email".

``

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-26/40ccff2b-2e80-4a11-9637-5054877f7a91/user_cropped_screenshot_f152bcbd824f4a23a95f8f353d8f94b7_text_export.jpeg)

``

4\. The Vendor receives an email titled "Your request confirmation"

NOTE: The summary does not contain pricing. There is a drop-off slip attached to the email as well as a PDF copy of the request.

``

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-26/5d4f865c-dbc2-488b-90ab-5d90e03067d3/screenshot_d30a921c56814c43bc9a0ab714910593_text_export.jpeg)

``

5\. **EMAIL 2 - READY FOR DROP OFF EMAIL**

This is automatically sent out when 'ready to pick up' is chosen.

Click "Ready To Pick Up" from the menu.

``

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-26/be704d0a-686a-4fd5-b714-f42ac69cdd74/ascreenshot_c0b6969ab8ff467bb57305c29c4649b3_text_export.jpeg)

``

6\. There is an alert to inform that an email is sent. Click "Yes, Send Notifications" to inform the Vendor drop-off can occur.

``

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-26/51b0def1-5fa0-4fa3-8bd1-245ea24af8ba/ascreenshot_855927fa363c4753a5706c9dd6d3dc08_text_export.jpeg)

``

7\. Vendor receives an email titled "Transport Dispatch to Pick Up"

``

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-26/76198c14-6ba1-4267-9fb7-6bceb7967272/screenshot_59fbcd51bf9e4ff5bbb3884c0c8b63da_text_export.jpeg)

``

8\. This email shows as "Send Dispatch Email " on the transaction log

``

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-26/c04f6aea-a82a-455e-9a82-a952dc513283/user_cropped_screenshot_4997a1266f2f44e8ab49160a90fcbe6a_text_export.jpeg)

``

9\. Once a signature has been obtained and drop off is complete, rebate emails can be sent.

**NOTE:** If Approvals are enabled in system settings, then an additional email is sent automatically when a Vendor signature is obtained or the trailer is received. This email serves as a Proof of Delivery.

**Optional EMAIL 3A - WAITING APPROVAL**

**TIP!** When approvals are enabled, the system will not send the Rebate until billing and counts have been approved.

``

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-26/c944c61b-5a8c-4834-b32b-54928337b6b2/ascreenshot_b2bf516584494f949e73707898ccb95b_text_export.jpeg)

``

10\. Sample of the 'Pending Approval' email:

``

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-27/606dbb44-28d8-4a53-9a67-17fbe705bab7/screenshot_19a141ff40294570ac31d0ae51ee161b_text_export.jpeg)

``

11\. **EMAIL 3B - REBATE EMAIL**

If Approvals are not enabled, the Rebate email will be sent once a signature has been received and the drop-off complete.

If Approvals are enabled, the Rebate email is sent automatically when the Rebate is approved.

Once sent, the Rebate email shows as "transaction" email on the transaction log.

``

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-27/cd3aaf21-12ec-40fa-8344-b9885442b962/user_cropped_screenshot_be156bd65f8542198c8536fc95af1723_text_export.jpeg)

``

12\. The Vendor receives an email titled "Your Rebate (reference number and company name included). A copy of the Rebate and the Proof of Drop Off are also attached.

``

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-26/cf0970a7-031e-45ab-8e4f-5a596cbd2806/screenshot_99638fe43575452087b7428b8c3350e7_text_export.jpeg)

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