No I did not, but I will check it out. Thanks for your help.
Jeff Kelly
Youngberg Industries, Inc.
Jeff Kelly
Youngberg Industries, Inc.
Do you know you can setup an automatic email alert to the customer upon
shipment?
You must have all 3 of the following conditions satisfied:
1. A Global Alert is set up in Vantage to send an automatic message when an
Order has been shipped (marked “Ready to Invoiceâ€).
2. An Order is marked to “Alert on Shipmentâ€.
3. The Customer “Ship To Contact†(not the Customer Contact) has an email
address filled in, and that particular Ship To Contact person is listed in
the “Attn†box under Ship To address in the Sales Order.
Amy MacKay
Parkinson Machinery
Date: Tue, 24 Oct 2000 09:35:56 EDT
From: JEFFTKELLY@...
Subject: REPORT BUILDER QUESTION
GOOD MORNING EVERYONE,
I AM LOOKING TO CREATE A REPORT THAT I CAN FAX TO OUR CUSTOMERS TO INFORM
THEM THAT A SHIPMENT HAS BEEN MADE. BEFORE I START FROM SCRATCH, HAS ANYONE
DONE SOMETHING SIMILAR TO THIS THAT THEY WOULD LIKE TO SHARE? YOUR HELP
WOULD BE GREATLY APPRECIATED.
THANKS, JEFF KELLY, YOUNGBERG INDUSTRIES, INC.
shipment?
You must have all 3 of the following conditions satisfied:
1. A Global Alert is set up in Vantage to send an automatic message when an
Order has been shipped (marked “Ready to Invoiceâ€).
2. An Order is marked to “Alert on Shipmentâ€.
3. The Customer “Ship To Contact†(not the Customer Contact) has an email
address filled in, and that particular Ship To Contact person is listed in
the “Attn†box under Ship To address in the Sales Order.
Amy MacKay
Parkinson Machinery
>>>>>Message: 11
Date: Tue, 24 Oct 2000 09:35:56 EDT
From: JEFFTKELLY@...
Subject: REPORT BUILDER QUESTION
GOOD MORNING EVERYONE,
I AM LOOKING TO CREATE A REPORT THAT I CAN FAX TO OUR CUSTOMERS TO INFORM
THEM THAT A SHIPMENT HAS BEEN MADE. BEFORE I START FROM SCRATCH, HAS ANYONE
DONE SOMETHING SIMILAR TO THIS THAT THEY WOULD LIKE TO SHARE? YOUR HELP
WOULD BE GREATLY APPRECIATED.
THANKS, JEFF KELLY, YOUNGBERG INDUSTRIES, INC.
Amy MacKay
Parkinson Machinery wrote:
Do you know you can setup an automatic email alert to the customer upon
shipment?
You must have all 3 of the following conditions satisfied:
1. A Global Alert is set up in Vantage to send an automatic message when an
Order has been shipped (marked "Ready to Invoice").
2. An Order is marked to "Alert on Shipment".
3. The Customer "Ship To Contact" (not the Customer Contact) has an email
address filled in, and that particular Ship To Contact person is listed in
the "Attn" box under Ship To address in the Sales Order.
This works like a charm, but to take it one step further?Is there a way to edit the pre-defined fields in the global alert. Two additional pieces of information would be extremely beneficial: (1) Customer P.O. # (2) Packing Slip Comments (we use this to enter the tracking numbers and any special shipping instructions. These things should be fairly easy to add, since they are on the packing slip. Of course this is all theory; I think I'm hanging around engineers too much!!
As an alternative (pipe dream) why not have the option to e-mail a copy of the packing slip to the contact, after all it has all the information that we are talking about. Hmmm?
George Brockman II
Gasket Engineering
-----Original Message-----
From: Amy Mackay [SMTP:amackay@...]
Sent: Tuesday, October 24, 2000 4:28 PM
To: vantage@egroups.com
Subject: [Vantage] reply: Vantage - Report Builder Question
<< File: ATT00000.txt; charset = Windows-1252 >>
[Non-text portions of this message have been removed]
Parkinson Machinery wrote:
Do you know you can setup an automatic email alert to the customer upon
shipment?
You must have all 3 of the following conditions satisfied:
1. A Global Alert is set up in Vantage to send an automatic message when an
Order has been shipped (marked "Ready to Invoice").
2. An Order is marked to "Alert on Shipment".
3. The Customer "Ship To Contact" (not the Customer Contact) has an email
address filled in, and that particular Ship To Contact person is listed in
the "Attn" box under Ship To address in the Sales Order.
This works like a charm, but to take it one step further?Is there a way to edit the pre-defined fields in the global alert. Two additional pieces of information would be extremely beneficial: (1) Customer P.O. # (2) Packing Slip Comments (we use this to enter the tracking numbers and any special shipping instructions. These things should be fairly easy to add, since they are on the packing slip. Of course this is all theory; I think I'm hanging around engineers too much!!
As an alternative (pipe dream) why not have the option to e-mail a copy of the packing slip to the contact, after all it has all the information that we are talking about. Hmmm?
George Brockman II
Gasket Engineering
-----Original Message-----
From: Amy Mackay [SMTP:amackay@...]
Sent: Tuesday, October 24, 2000 4:28 PM
To: vantage@egroups.com
Subject: [Vantage] reply: Vantage - Report Builder Question
<< File: ATT00000.txt; charset = Windows-1252 >>
[Non-text portions of this message have been removed]