Notifications Module

 

1.            Currently DEAR sends a notification to the default contact for the company when the sales order is converted from a quote. Why is there no option to send it to the  person who the actual quote is made out to and ordering?

2.            Notify account manager when B2B order is received

3.            Send invoice to B2B user when order is placed but not paid immediately

4.            Notify account manager when B2B order is paid

5.            Send invoice to B2B user when order is paid

6.            Notify inventory manager when low stock threshold is reached (not on every stock movement which it looks like it does right now)


6 people like this

I would like to be able to use the "Sale is Shipped" email notification for my customers but I currently can not because I need to be able to filter it by sales channel. e.g. I want to disable this notifications for orders that have come via the Shopify integration as Shopify sends its own order shipped notifications.


2 people like this
ALL NOTIFICATIONS: SEND TO CUSTOMER
Currently with EMAIL notifications, enabling "Send to Customer" sends the email only to the "Default" contact on the customer profile, potentially missing important personnel such as Accounts staff.

Enabling "Send to Customer" should instead send to all contacts marked "include in emails"

SALE NOTIFICATION - SALE HAS BEEN SHIPPED
This notification currently lacks the shipping parameters to include "Carrier" and "TrackingNumber" in Emails to customers,

This functionality would vastly improve it's application when it comes to notifying customers of dispatch

STOCK NOTIFICATION - CHANGE IN PRICE
A suggestion for a new notification, this would allow noticifications to be emailed when the price of an existing SKU is changed, with the possibility to select one or more Price Tiers

For our application, we would use this to notify sub-distributors by email when there has been a variation in the listed price, for one Price Tier only

STOCK NOTIFICATION - NEW SALABLE SKU
A suggestion for an email notification, per period, to indicate when a new product (SKU) has been listed as "I am selling this product"

For our application, we would use this to notify internal staff and sub-distributors via email when new SKU's are created, which would provide advance notice of incoming SKU's once a week/fortnight

 


1 person likes this
NOTIFICATION EXECUTION LOG

The notification execution log is missing vital information such as "recipient of email notification" "email content" and "Sales Order Number/Link",


It's currently not possible to see who these automatically generated notifications are distributed to, or what was sent.


It would be good to see these in the "execution log" under the specific notification rule,


However, this should also be shown in "attachments" tab of the relevent Sales Order (as the manual "email" step currently does)

CUSTOMER CONTACT ROLE

There needs to be roles assigned to contacts to better direct email notifications.


Eg: Often the contact in a SO is only the receiving staff member (i.e. point of contact to receive the stock) and not the Accounts personnel who should be viewing the invoice.


There needs to be some differentiation between customer contacts responsible roles — perhaps checkboxes against each customer contact, "Receiving", "Accounting", "Ordering" etc... this would allow for much more accurate email notification distribution.

 


2 people like this

We need our customers to be able to reply to the B2B Order Confirmation Emails. Currently that is not possible if the customer simply hits reply since we are only able to add a BCC email address. If there was an option to add a CC address, the customers would be able to reply directly to the confirmation email and easily contact us with any issues they saw in the order confirmation. Every other B2B portal we have used has come standard with this feature.


1 person likes this

Seconding this suggestion by Ross above:


SALE NOTIFICATION - SALE HAS BEEN SHIPPED
This notification currently lacks the shipping parameters to include "Carrier" and "TrackingNumber" in Emails to customers,

This functionality would vastly improve it's application when it comes to notifying customers of dispatch


Currently we are needing to send two notifications for the Shipment - one email to tell the customers which goods have shipped and a second email to inform them of the tracking number. This is very frustrating. We would like to use DEAR for tracking notifications so we have more control over when shipping emails are sent. Something similar to a shipping confirmation that Shopify offers would be great.


Christine Lee

Coconut Consulting | DEAR Expert Partner

Melbourne, Australia


2 people like this

Would also be great if we had the option to include the product image in the [OrderDetails] parameter for each line item for the SALE - SALE HAS BEEN SHIPPED email notification


If no image existed it would just show a blank field.


Christine Lee

Coconut Consulting | DEAR Expert Partner

Melbourne, Australia


2 people like this

Hello,


We are pleased to inform all of you that we are planning to add the below items to the Development roadmap. Please check the Development roadmap periodically for updates.   


1. ALL NOTIFICATIONS: SEND TO CUSTOMER
2. SALE NOTIFICATION - SALE HAS BEEN SHIPPED
3. STOCK NOTIFICATION - CHANGE IN PRICE
4. STOCK NOTIFICATION - NEW SALABLE SKU
5. NOTIFICATION EXECUTION LOG
6. CUSTOMER CONTACT ROLE


Sincerely,
The DEAR Team


2 people like this

Guys awesome news about that customer contact role. I very much hoping that extends into the regular email functionality as well.  Another notification which would be great would be supplier contact role and the ability to determine if a purchase order is a drop ship.


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Did I miss something. I was experimenting with notifications going to Zapier webhook. The payload doesn't seem to provide for the link to the attachment which makes it difficult to include the actual document in any flows.


1 person likes this

I am with Russell - without being able to attach invoices etc the Zapier integration isn't very useful to me.

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