Friday 7 July 2023

If not, what is the process to let sales know the order has been fulfilled?

169. If not, what is the process to let sales know the order has been fulfilled?

(Notification, once and order has been 100% fulfilled, or full payment has occurred,)


If the Sales Order is 100% invoiced it will auto email the sales rep notifying that the order is complete.


Now, if you Click on Add Invoice to fulfill the remaining 50%, the below page will appear.


After creating the invoice, the sales rep will receive the email.



Invoice is 100% Paid:

When the invoice is paid in full it will auto email the sales rep notifying it is paid in full.


Enter all the necessary information and Click on Save and View Receipt.



Notification Email to Sales Rep