Send Notifications to Client, Supplier, Customer and Order Placed By

Send Notifications to Client, Supplier, Customer and Order Placed By

To send an automated email (Proof of Delivery, Proof of Pick Up, Outer Geo Fence Notification etc) to Client, Supplier, Customer Order Placed By against the job address, please see the below steps.

Using the below example,

image.png



SEND TO SUPPLIER
If SUPPLIER is enabled in the notifications against the CUSTOMER address then the Proof of Delivery, Proof of Pick Up, Outer Geo Fence Notification etc will go to the PRIMARY CONTACT EMAIL against the SUPPLIER. See Below.

image.png
image.png



SEND TO CUSTOMER
If CUSTOMER is enabled in the notifications against the SUPPLIER address then the Proof of Delivery, Proof of Pick Up, Outer Geo Fence Notification etc will go to the PRIMARY CONTACT EMAIL against the CUSTOMER. See Below.

image.png
image.png



SEND TO CLIENT
If CLIENT is enabled in the notifications against the SUPPLIER address OR the CUSTOMER ADDRESS  then the Proof of Delivery, Proof of Pick Up, Outer Geo Fence Notification etc will go to the PRIMARY CONTACT EMAIL against the CLIENT. See Below.
image.png

image.png

image.png

image.png



SEND TO ORDER PLACED BY
If ORDER PLACED BY is enabled in the notifications against the SUPPLIER address OR the CUSTOMER ADDRESS then the Proof of Delivery, Proof of Pick Up, Outer Geo Fence Notification etc will go to the SUB CONTACT selected in the Order Placed By drop down field.
NOTE: If you need the email to go to a specific person. You will need to add them as a sub contact.

image.png

image.png

image.png

image.png

image.png

image.png

If you have any questions or require any assistance please don't hesitate to contact Allotrac support via helpdesk@allotrac.com.au or 1300-766-873

    • Related Articles

    • Account Creation - Allotrac Customer Self Service Portal

      PORTAL INVITATION To create your Allotrac customer self service portal account, please contact Allotrac support via helpdesk@allotrac.com.au or 1300-766-873, so we can send you an invitation to create your account. The invitation will be sent to your ...

    • Allotrac/SendGrid Setup

      CREATING AN ACCOUNT IN SENDGRID Here is the link to SendGrid. You’ll want to sign up for an email API which will allow you to send up to 100 emails a day for free. Or upgrade to the lowest plan starting ~$14.95 a month for 50,000 emails a month. ...

    • Sending A Debug Report

      When using Allotrac if you experience an issue you may be asked to send a debug report. Please follow the below steps to send a report. Step 1: Open the settings cog and select "View Settings" Step 2: Tap Send Debug Report And that's it, your report ...