Setting up the email address to receive customer orders via the Portal.
Overview
When you set up customers to access your Customer Portal, they can add a Sales Order to purchase items from you.
As part of the setup, you must designate a staff member to be the Sales Co-Ordinator at the Branch where your customer's Receivable Account is linked, and set up the email address at your Branch where the Sales Order is sent.
When the customer has completed their Sales Order and clicks Finish and send to supplier, an email will be sent to the designated Sales Co-ordinator's email address.
Set up Sales Co-ordinator Email Address for a Branch
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Start at Settings > Branches and select the Branch you want.
In the Details tab > Sales coordinator / posting details section:
- Sales order coordinator email address: Enter the Email address for the Sales co-ordinator at this Branch.
- Staff: Select the Staff person whose email address, by using the dropdown list.
- Sales order posting branch: Select the Branch that Sales Orders should be posted to, by using the dropdown list.
- Click Save and close.
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