Sales Reps order notifications

Sales agents associated with a customer will get a CC of the order email irrespective of POS / customer portal. 

The requirement is that the customer is associated with the sales agent. 
The destination for the order CC is the sales agent, and not the person who entered the order. 

  • To set this up go to E-commerce > Customise Notifications/Documents then tick the Send BCC of quotes/orders to sales rep if applicable box.
  • In the members profiles, ensure the customer has the rep assigned to them.
There is no free support for this advanced feature, if you need more information please contact your support team.

Index Previous Next