Webinar - Emailing in All Orders

Webinar Notes - Emailing in All Orders

• All Orders can potentially replace your Outlook setup.
• We can send emails directly from All Orders without being hooked into your Outlook or Gmail accounts.
• Preferences > General > My Preferences > Email
  • From Email, Name, Always CC, Always BCC, Signature Settings
• Preferences > Sales Orders
  • Prompt user to email document when new changes are saved
  • Use the email address on file for the shipping address instead of the billing address when emailing forms
  • Features Tab > Enable Email Picker
    • With this turned on you have access to contacts under a customer's info
    • You can set up a new contact for a customer just to send them an email from an order or a shipping document
    • When you go to send an email it will show a pop-up that lets you pick which email addresses to utilize.
      • These are all populated from the contacts under the customer.
      • You can set specific contacts so that they are the default for invoices / shipping / receiving
    • Contacts can be set to inactive/active
  • We can set up a Catch-All customer so that any email addresses will always show up in the email picker that you'd like. Contact support to get this set up!
• Preferences > Email
  • Send in HTML format
    • The system has the capability to allow you design a nice looking HTML email
  • Uncheck HTML format if you want to just send plain-text emails
• Lists > Profile Lists > Sales > Custom Messages
  • Originally created for internal memos in the system
  • Allows you to setup canned templates and emails for your customers
  • Set a Note Abbreviation
  • Set a Custom Subject
  • Within the Template/Body section there are specific placeholders or tokens that fill in automatically with information from the Document you are emailing from.
  • Use this KB Article to reference all the tokens you can add:
    • How To: Setting up templates for the subject and body of emails
    • There is also an HTML sample template you can download.
  • Create auto-filling Sales Receipt Emails / Invoice Emails and more
  • You can set which documents correspond to which email templates.
• Batch Emails
  • Head to your Sales Order / Purchase Order / Ship Doc Lists
  • Check all the Documents you wish to batch email
  • Right Click and choose Send Email
• Preferences > Shipping
  • Auto email ship doc form when a ship doc is marked as shipped
    • Select the Form to send
  • It will automatically fire off when that status is changed
• Preferences > Folders
  • Set up your folders to have a central repository for all the attachments and emailed reports
  • You can select to retain copies of all emailed documents
  • Set it up on a network drive for all employees you wish to have access.
• Integrate with MailChimp or other Email Platforms
  • Integromat
    • MailChimp to Microsoft SQL Server

• View Past Webinars
  • Past Webinars on the All Orders Knowledge Base
• The video for today's webinar will be up in a few days.

For sales inquiries email: kimk@numbercruncher.com

Toll Free 866-278-6243 X 335

Direct Line 954-302-6335

For suggestions on upcoming webinars email: michael@numbercruncher.com 

As always, direct support-related queries to: support@numbercruncher.com