Overview
Customer Self Service allows for a confirmation email to be sent to customers upon submission of new orders.
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Customer Self Service features a function whereby a copy of the 'Order Confirmation' email can be sent to additional recipients (for example a Customer Service team), to advise that a new order has been placed and successfully integratedConfigure the confirmation email to be sent to customers upon submission of new orders.
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Most site administrators will already be receiving an 'Order Placed' email which is generated when the order has been submitted online.
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Ensuring a team member receivs a copy of the 'Order Confirmation' email is a popular option because the template contains information such as the Debtor Code and ERP Sales Order Number.
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The email confirmation copy is enabled at the Role level
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Customer Self Service allows for a confirmation email to be sent to customers upon submission of new orders.
Step-by-step guide
To Enable enable Order Confirmation Emails:
- Login as an Administrator.
- Navigate to 'As Administrator, navigate to Settings - Notifications'.
- Locate the field labelled 'Send Order Confirmation to Customer'.
- Assign a value via the drop-down list:
- No - System will NOT send a confirmation email to the customer upon order submission.
- Yes (Standard) - System will send a confirmation email upon order submission.
- Yes (With ETA) - System will send a confirmation email which includes an estimated delivery date. (Currently inactive. Output will be identical to the "Yes (Standard)" setting.)
- Yes (without allocation) - System will send a confirmation email which lists products ordered, but no indication of quantities allocated vs quantities on backorder.
- Yes (with Backorder) - System will send a confirmation email which indicates quantities allocated, as well as quantities (if any) on backorder.
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| -- A copy of the 'Order Confirmation' email can be sent to additional recipients, e.g., a Customer Service team, to advise that a new order has been placed and successfully integrated. |
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Order Confirmation Emails |
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| Minimum Version Requirements |
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| Self Configurable |
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| Yes |
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| Business Function |
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| Orders |
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| BPD Only? | |
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| B2B/B2C/Both |
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| Both |
| Ballpark Hours From CV (if opting for CV to complete self config component) | | Multiexcerpt |
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MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component) | Contact CV Support |
| Ballpark Hours From CV (in addition to any self config required) | | Multiexcerpt |
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Contact CV Support |
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| Third Party Costs |
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| CMS Categoryn/a
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