Versions Compared

Old Version 10

changes.mady.by.user Documenter

Saved on

compared with

New Version 11

changes.mady.by.user Documenter

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

NOTE - This page is intended for non-Admin roles. Enabling and configuring Configuring the Standing Orders feature is available to CMS Admin Users only. Please refer to Standing Orders Settings help. 

...

Info
titleRemind emails

Check with the Website Administrator whether the Owner and any cc'ed Users will receive a reminder email a certain number of days before the recurring order is placed. Receiving this notification will enable the Owner to decide whether the recurring order is needed or have quantities adjusted. A recurring order can always be cancelled, e.g., if supplies do not need to be replenished yet. 



Email notifications

User typeEventNotes
Owner (and any cc'ed recipients)
  • Order confirmation/notification email for each recurring order, including
    • standing order details and schedule
    • details of any product not available for the order
    • details of suspension of order (if applicable)
    • details of approval triggered (if applicable).
  • Recurring order not processed - over budget
  • Change of standing order ownership.
  • Standing Order nearing expiry warning (X number of days before the expiry date).
  • Recurring order date due soon reminder (X number of days before the next recurrent order).

If Order Approvals is active:

  • Standing order still awaiting approval (when approver has not approved by the scheduled ordering processing date) 
  • Standing order approved
Change of standing order ownership email also sent to new owner
Approver (if used)
  • Standing order awaiting approval
  • Standing order still awaiting approval (when approver has not approved by the scheduled ordering processing date)

NOTE - in addition, team members internal in your organisation may be set to receive notifications about specific standing order events, e.g., owners that are now inactive Users.    

...