Setting Up Sales Order Notifications

Modified on Tue, 13 Jan at 10:42 AM

You can configure the system to automatically notify a Sales Manager whenever a new order is raised. This ensures your leadership team has real-time visibility over incoming business.

Configuration Steps

  1. Navigate to Settings: Go to Setup > Branch Setup > Sales Setup.

  2. Access Order Settings: Select the Sales Order Settings tab.

  3. Enable Notifications: Locate the notification section and tick the enable box.

  4. Assign the Recipient: In the Sales Email field, enter the email address of the Sales Manager (or a shared department inbox).

  5. Save Changes: Click Save and Close to apply the settings.


How it Works

Once configured, the system triggers an automated alert every time a sales order is created. The designated recipient will receive an email confirming that a new order has been received, including the relevant order details.

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