Tired of Sales Reps chasing you for the status of their pending orders? This alert is designed to advise the sales rep when a Sales Order moves to a new Main or Detailed Status. You can subscbribe to multiple alerts via our cloning function so you can, for example, advise the Sales Rep when a lease is approved, when equipment is ordered, when it is received, when it is scheduled for delivery, etc.
ID # | Description | Notes | Required |
---|---|---|---|
ID696 | Notify Sales Rep of Installation Details | ID348 series looks at sales orders and changes to sales order properties, ID696 looks at service calls. See this link for a detailed explanation. http://support.ceojuice.com/entries/22554072-what-is-the-difference-between-id696-id348 | No |
ID163 | Sales Order Status Report | Summary Listing of All Open Orders | No |
ID815 | If This Then That (IFTTT) | No | |
ID959 | Setup/Delivery Service Call(s) Generated from Sales Order Status | No | |
ID343 | Backordered item received on open sales order | No | |
ID245 | Sales Rep Email and/or Manager Assignment Missing | No | |
ID221 | eAutomate Users not set up correctly | No | |
ID517 | Power BI Sales Orders Insights | No | |
ID357 | Sales Order Process Status Change StepH | No | |
ID355 | Sales Order Process Status Change Order Item Details and PO Links Step G | No | |
ID354 | Sales Order Process Status Change StepF | No | |
ID353 | Sales Order Process Status Change StepE | No | |
ID352 | Sales Order Process Status Change StepD | No | |
ID351 | Sales Order Process Status Change StepC | No | |
ID349 | Sales Order Process Status Change StepB | No |
Juice Agent - Powered by GPT4 and augmented with everything we know