Emails and Confirmations Window

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(New page: The Emails and Confirmations window opens when you click the Email Confirmations button in Order Entry or Point of Sale. From this window, y...)
Current revision (12:19, 17 March 2011) (edit) (undo)
 
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The Emails and Confirmations window opens when you click the Email Confirmations button in [[Order Entry Window|Order Entry]] or [[Point of Sale Window|Point of Sale]]. From this window, you can send ad hoc email messages to the customer, including invoices, order confirmations, delivery confirmations, and personal email messages.
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[[Image:EmailsAndConfirmationsWindow.jpg|thumb|Emails and Confirmations Window]]
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The Emails and Confirmations window opens when you click the Email Confirmations button in [[Order Entry Window|Order Entry]] or [[Point of Sale Window|Point of Sale]]. From this window, you can [[Email Management|send ad hoc email messages to the customer]], including invoices, order confirmations, delivery confirmations, and personal email messages.
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==Emailing an Ad Hoc Invoice, Order Confirmation, and/or Delivery Confirmation==
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If you have already completed an order and sent an order confirmation or invoice, you will not be able to send another. If you have completed an order and not sent an invoice or confirmation, you can select the appropriate check box, select the template, and select the email address to use. Similarly, if you have already sent a delivery confirmation email message, you cannot send another one, but if you have not, you can select the appropriate check box, select the template, and select the email address to use. When the order is marked delivered, the delivery confirmation email message will be sent.
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'''To email an ad hoc invoice, order confirmation, or delivery confirmation:'''
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#Open the order in Order Entry or Point of Sale.
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#Click the Email Confirmations button. The Emails and Confirmations window opens.
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#In the Emails and Confirmations area, select what you want to send. For each type you select, select a template and either select or enter the email address.
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#Click Save to send the email message(s).
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==Sending a Personal Email Message==
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The default email addresses and settings that appear in this window are based off of configurations in the [[Customer Detail Information Window - General Tab|General tab]] of the [[Customer Detail Information Window|Customer Detail Information window]].
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'''To send a personal email message from [[Order Entry Window|Order Entry]] or [[Point of Sale Window|Point of Sale]]:'''
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#Open the order in Order Entry or Point of Sale.
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#Click the Email Confirmations button. The Emails and Confirmations window opens.
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#Click Email Message. The [[Email Output Window|Email Output window]] opens.
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#From the Email Address list, select the email address to which you want to send the message.
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#From the Sender list, select the sender name for the message.
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#If desired, in the Carbon Copy field, enter an email address to which you want to send a copy of the message.
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#In the Subject field, enter a subject line for the message.
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#In the Personal Message field, enter the body text for the message.
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#Click Send.
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The email message is sent and is logged in the Order Life Cycle.
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'''To send a personal email message from the General tab of the Customer Detail Information window:'''
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#In the Customer Search window, search for and double-click on the customer. The [[Customer Detail Information Window|Customer Detail Information window]] opens.
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#Click the [[Customer Detail Information Window - General Tab|General tab]] if it is not already displayed.
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#Click Email Message. The [[Email Output Window|Email Output window]] opens.
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#From the Email Address list, select the email address to which you want to send the message.
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#From the Sender list, select the sender name for the message.
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#If desired, in the Carbon Copy field, enter an email address to which you want to send a copy of the message.
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#In the Subject field, enter a subject line for the message.
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#In the Personal Message field, enter the body text for the message.
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#Click Send.
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The email message is sent and is logged in the Customer Life Cycle.
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==Entering New Email Addresses for a Customer Account==
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You can also enter new email addresses for a customer account from the Email and Confirmations window. When you do so, these are available for future correspondence with the customer.
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''NOTE: You cannot add an email address for a wire service account or a cash account.''
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'''To enter a new email address for a customer account from the Emails and Confirmations window:'''
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#Open the order in Order Entry or Point of Sale.
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#Click the Email Confirmations button. The Emails and Confirmations window opens.
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#Click the Email Addresses button. The [[Customer Email Addresses Window|Customer Email Addresses window]] opens.
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#In a blank row, enter a new email address. Repeat for any subsequent addresses you want to add.
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#Click Save.
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You are returned to the Emails and Confirmations window. Any addresses added are available for selection. Additionally, an entry is made in the Customer Life Cycle.
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Current revision

Emails and Confirmations Window
Emails and Confirmations Window

The Emails and Confirmations window opens when you click the Email Confirmations button in Order Entry or Point of Sale. From this window, you can send ad hoc email messages to the customer, including invoices, order confirmations, delivery confirmations, and personal email messages.

If you have already completed an order and sent an order confirmation or invoice, you will not be able to send another. If you have completed an order and not sent an invoice or confirmation, you can select the appropriate check box, select the template, and select the email address to use. Similarly, if you have already sent a delivery confirmation email message, you cannot send another one, but if you have not, you can select the appropriate check box, select the template, and select the email address to use. When the order is marked delivered, the delivery confirmation email message will be sent.

The default email addresses and settings that appear in this window are based off of configurations in the General tab of the Customer Detail Information window.

Retrieved from "http://floristwiki.ftdi.com/index.php/Emails_and_Confirmations_Window"
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