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.
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.
3. EMAIL 1 REQUEST CONFIRMATION
This shows in the transaction log and on the open request as "confirmation email".
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.
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.
6. There is an alert to inform that an email is sent. Click "Yes, Send Notifications" to inform the Vendor drop-off can occur.
7. Vendor receives an email titled "Transport Dispatch to Pick Up"
8. This email shows as "Send Dispatch Email " on the transaction log
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.
10. Sample of the 'Pending Approval' email:
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.
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.
