Fastbase Accounting System - Online Manual
FastBase Backorder Notification Emails
Entered Wed, 19 May 2004 08:53 by Peter Campbell
Updated Wed, 2 Jun 2004 14:28
FastBase can be configured to produce a confirmation of all sales orders and have it emailed to each customer automatically.
FastBase will take all orders entered for the day, group them by email address (the email address can be overridden for each customer/order) then send the report, containing a status message for each line item.
All orders are sent to the customer, including ones that have been dispatched and invoiced already. The status of each line will be clearly identified.
This confirmation email is not designed to replace the packing slip or any other paper work that you might receive, it is designed to be informative and as an added confirmation that the order has been received and entered into the computer.
Email AddressesFastBase records an email address against each customer, this is usually associated with the accounts area.
If the customer requires a different email address for order confirmations to be sent then this should be entered onto the delivery address details screen. Each delivery address can have a different email address. See Customer Delivery Addresses.
When the sales order is entered into FastBase the email address will be picked up from the delivery address record. If no email address is specified then the customer's default email address will be used.
Sample EmailFrom: Test Company [email@example.com]
Updated Wed, 19 May 2004 10:36
Sent: Wednesday, May 19, 2004 10:31 AM
Subject: Backorder Report
The following is a confirmation of all orders placed with us on 19/05/2004.
If you have any queries please feel free to reply to this email or contact your sales representative directly.
Customer : Test Customer for Invoicing
Our Ref : W396
Your Ref : PC1
|RG58||Coax Cable RG58 50ohm||10.00||On Backorder|
For more information on the content of this email click here. Produced by FastBase.
Configuration NotesEdit the setup.dat file and add the following line:
Updated Wed, 19 May 2004 10:39
set setup(email_sales) "firstname.lastname@example.org"
The following batch file needs to be created and then added to the windows task scheduler of a computer that will be running all the time - preferably your server. Schedule the task for sometime after everybody has gone home, for example 8pm.