This article will guide you through the process of setting up automatic emails after an order management step (Pick or Pick Verify).
Step-by-step guide
- In Counterpoint, go to Setup > Point of Sale > Form Groups.
- Next to Form Group, type a suitable name for the email such as PACK EMAIL and a suitable description such as Packing Email.
- In the Group tab under Applies to, right click the area and click customize:
- The area below Applies to should now look like the following:
- Click Document status.
- In the menu that appears, scroll until you see Last order activity. The area below Applies to should now look like the following:
- Right click the area in white and click Simplify. The area below Applies to should now look like the following:
- Click the dropdown next to Last order activity.
- If you want the email after the order is Picked / when the order is in the packing stage, select Picked in the dropdown.
- If you want the email after the order is Pick Verified, select Pick Verified from OM in the dropdown.
- At the bottom, next to Auto print click the checkbox.
- Now, next to the Group tab, click the Forms tab.
- At the bottom next to Form filename, click the ... button to select the email.
- Drag the file you would like to send to the customer into the window that opens up.
- Select the file you added and press Open.
- Next to Printer method, click the dropdown and select Email.
- Click the Messages Tab.
- In Message after printing, enter in a confirmation email for yourself so you know the email has been sent.
- Press the Save icon.