Edit Customer - Email

Purpose

From the Addresses tab, you can add and delete emails that receive notifications and edit the notification they will receive.

Adding or editing an email to receive notifications

Navigate to the Customers page, Contacts>Customers.
Select the relevant Customer.
Click Edit.
Select the Email tab.
Select the Addresses tab.
If the email address is already listed, click Edit against the email address.
If the email address does not exist, type the address into the New email field and click Add new email.

Tick the notifications you wish to enable, as well as the email type (To, CC, BCC).

If you wish the email address to be able to send orders through via a Parser, you need to tick Accept From against the relevant Parser.
If you would like the email address to receive an email notification if the Parser fails, you need to tick Send Failure To.

Select Save.

Deleting an email from receiving any further notifications or having access to Parsers

To do this, select Delete next to the appropriate email.

Then on the pop-up window, select OK.

The email will now disappear from the list and will immediately no longer receive notifications or send emails into the system for Parsers.

Purpose

The notifications tab provides finer control over the notifications going out to the emails configured in the Addresses tab.

For example, in the email tab, it's possible to select if a User receives Purchase Order notification emails or not. In this tab, you can then select which specific Purchase Order notifications you wish to send.

Please note for orders that have been parsed in the email address sending the file in will receive the notifications for that order regardless if they have the notifications set up or not.

How to enable notifications

Before selecting what notification you wish to enable, you need to ensure the correct email address is set up and the corresponding notification has been selected against the address. Please see Configuring Outgoing Notification Emails to Customers for steps on how to set the email address up.

Tick the notification you wish to enable.
Scroll down and select Save.

Please note that these notifications will only become active once the corresponding notification type has been enabled against the email address. For example 'Sale Order Notification' must be ticked against the email address for the 'Send Email when Sale Order is Packed' notification to work.

Notification Configurations for Sales Orders and Purchase Orders

Select from the following options for When to Send a Notification:

Never Send Reply
Send Reply Always
Send Reply only if Warning Or Rejections occur
Send Reply for Rejection Only
Send Reply for Successful Importation only

Notifications available

Sale Order Notifications
Sale Order Import notification Note, the email address emailing the order in will always receive a success import notification regardless of whether they are set up with the success import notification.
Send Email when Sale Order is Packed
Send Reminder Email to Customer at 4:30 pm if Sale Order is waiting for Customer Invoice
Send Email when Sale Order is marked urgent by Administrator
Send Email if Sale Order is Rejected Manually (after import)
Send Daily Sale Order report email (at 6:00 pm AEST Mon-Fri)
Purchase Order Notifications
Purchase Order Import notification Note, the email address emailing the order in will always receive a success import notification regardless of whether they are set up with the success import notification.
Send confirmation email when the Purchase Order is approved from draft
Send Purchase Order Goods Received confirmation email
Send Purchase Order verification email
Send Purchase Order Urgent Email
Stock Notifications
Send Stock Warning / Expiry Notification Email (at 8:00 am AEST Mon-Fri)
Consignment Notifications
Send Daily Consignment Report Email (at 8:00 am AEST Tues - Sat)
Manifest Notifications
Attach Labels PDF to Manifest Reply Email
Email notification upon import of new Manifest
Shipment Notifications
Shipment Import notification
Proof of Delivery Notifications
Proof of Delivery notification
Proof of Delivery notification for delivery address's email
Product
Product import notification

The notifications tab provides finer control over the notifications going out to the emails configured in the emails tab.

For example, in the email tab, it's possible to select if a User receives Purchase Order notification emails or not. Whereas from within this tab, you can then select which specific Purchase Order notifications you wish to send.

Examples of Email Notifications

This provides examples of the various notification emails that CartonCloud can send.

Sale Orders

Sale Order - Confirming order accepted
Sale Order - Order accepted, with Warnings
Sale Order - Order Rejected
Sale Order - Order Packed (includes xls + pdf pack slip)

Purchase Orders

Purchase Order - Confirming Order Accepted

Purchase Order Received

Purchase Order Verified

Note: if the quantity verified is different from the original purchase order quantity, the Purchase Order Verified email will include a table showing quantity differences.

Consignment

Proof of Delivery / Collection emails are sent whenever a Consignment is marked as "Delivered" or "Collected".
If you're sending via an Onforwarder, and waiting for the POD to come back from the Onforwarder before emailing the client, we suggest marking the Consignment as "With On Forwarder".
For more information about Onforwarder workflows, please see: Onforwarder Use Cases

Delivery Notification
Collection Notification

Manifests

Import Notification

Stock Notifications

Stock Warning Threshold Notification

Low Stock Threshold Notification

When will the low stock notification be delivered?

The low stock notification email is sent daily. For a product to appear on this notification it must meet the low threshold quantity before 7:00 am that day. If the threshold is reached post 7:00 am that day, the product will appear on the following day's low stock email notification.
The product will only appear once on the low stock email notification whilst stock levels are below the low stock threshold level. The product will only appear again on the notification if the stock has been refilled and then reaches the low stock threshold quantity again.

Invoices

Invoice Notification

(note, this may also contain a PDF from any of our available Accounting Connectors)

Product import Notification