Global Parameters Maintenance - Notices

General Information

This tab screen lets you set up a customer notice to be used as a shipment acknowledgment. The screen tab also contains preferences related to the use of the Microsoft Word and MS Mail interfaces for customer notices.

See Also

Global Parameters Maintenance - Overview

Order Processing

Shipping Tab

Shipment Confirmation Notice

These fields enable you to select any one of several form letter notices already setup using the Maintain Customer Notices function which will then be sent automatically in Order Processing for each order or order part being shipped.

NOTICE TO SEND - select the notice to be used in the mail/merge.

Send Options for Notices

There are three send options for the shipment confirmation notice. Any combination of options may be selected. MS Mail must be installed on your workstation/network to use either the Internet e-mail or Fax options below.

PRINT TO PRINTER - this option prints the notice the next time the Order Processing function is run.

E-MAIL - this option sends the notice as an e-mail to the customer's e-mail address using Microsoft's Outlook 2000 program the next time the Order Processing function is run. The customer must have an e-mail address set up in the General information tab of Customer Information. If you use this option, you should also enter a SUBJECT HEADER for the e-mail in the field at the bottom of the screen section. If no e-mail address is found for a customer, the default is fax.

FAX - this option sends the notice to the customer's fax number using Symantec's Winfax program the next time the Order Processing function is run.

The customer must have a fax number entered in the ALT/FAX field of the Customer Information screen. If you use this option, you should also enter a SUBJECT HEADER for the fax in the field at the bottom of the screen section. If no fax number is found for a customer, the default is print-to-printer (above).

GENERATE NOTICES FOR DROPSHIPPED ITEMS - Selecting this checkbox will generate notices for dropship items that have shipped.

Order Tab

Order Cancellation Notice

These fields enable you to select any one of the already created customer notices already setup using the Maintain Customer Notices function, which will then be sent when an order is cancelled. This notice is particularly used to invite customers canceling their orders back to look at a catalog or attach a discount to regain the customer's business.

NOTICE TO SEND - select the notice to be used in the mail/merge.

Send Options for Notices

There are three send options for the order cancellation notice. Any combination of options may be selected. MS Mail must be installed on your workstation/network to use either the Internet e-mail or Fax options below.

PRINT TO PRINTER - this option prints the notice the next time the Order Processing function is run.

E-MAIL - this option sends the notice as an e-mail to the customer's e-mail address using Microsoft's Outlook 2000 program the next time the Order Processing function is run. The customer must have an e-mail address set up in the General information tab of Customer Information. If you use this option, you should also enter a SUBJECT HEADER for the e-mail in the field at the bottom of the screen section. If no e-mail address is found for a customer, the default is fax.

FAX - this option sends the notice to the customer's fax number using Symantec's Winfax program the next time the Order Processing function is run.   The customer must have a fax number entered in the ALT/FAX field of the Customer Information screen. If you use this option, you should also enter a SUBJECT HEADER for the fax in the field at the bottom of the screen section. If no fax number is found for a customer, the default is Print To Printer (seen above).

Delivery Tab

Backorder Fulfillment Notice

These fields enable you to select any one of several form letter notices already setup using the Maintain Customer Notices function which will then be sent automatically in Order Processing for each order or order part being shipped.

NOTICE TO SEND - select the notice to be used in the mail/merge.

Send Options for Notices

There are three send options for the backorder fulfillment notice. Any combination of options may be selected. MS Mail must be installed on your workstation/network to use either the Internet e-mail or Fax options below.

PRINT TO PRINTER - this option prints the notice the next time the Order Processing function is run.

E-MAIL - this option sends the notice as an e-mail to the customer's e-mail address using Microsoft's Outlook 2000 program the next time the Order Processing function is run. The customer must have an e-mail address set up in the General information tab of Customer Information. If you use this option, you should also enter a SUBJECT HEADER for the e-mail in the field at the bottom of the screen section. If no e-mail address is found for a customer, the default is fax.

FAX - this option sends the notice to the customer's fax number using Symantec's Winfax program the next time the Order Processing function is run.   The customer must have a fax number entered in the ALT/FAX field of the Customer Information screen. If you use this option, you should also enter a SUBJECT HEADER for the fax in the field at the bottom of the screen section. If no fax number is found for a customer, the default is Print To Printer (seen above).

E-Mail/Fax Settings

E-MAIL - If you want to use e-mail to send customer notices from the Customer Contact screen or in the optional List Management Module.  

USING OUTLOOK 2000 OR LATER - check this box if you will be using Outlook 2000 or later to for e-mailing.

FAX VIA MS MAIL - If you want to use your e-mail software to fax customer notices from the Customer Contact screen or in the optional List Management Module.  Not all e-mail software supports faxing, Outlook 2000 or later is recommended for this option.

FAX VIA WINFAX - If you want to use WinFax to fax customer notices from the Customer Contact screen or in the optional List Management Module.  

USE 1+ FOR LOCAL DIALING - If you are using WinFax and the area code is required to make a local call, check the 'Use 1+ for local dialing' under the 'Fax Via Winfax' box.

Note: Due to the Microsoft Security Settings in Outlook XP and Outlook 2000 SR1, it is recommended that you retain one machine with a prior version of Outlook for sending e-mail to avoid the Security Message in Outlook.   M.O.M. supports MS Outlook and Symantec Winfax.

FTC Notice Send Options

E-MAIL - this option sends the notice as an e-mail to the customer's e-mail address using Microsoft's Outlook program the next time the Order Processing function is run. The customer must have an e-mail address set up in the General information tab of Customer Information. If you use this option, you should also enter a SUBJECT HEADER for the e-mail in the field at the bottom of the screen section. If no e-mail address is found for a customer, the default is fax.

FAX - this option sends the notice to the customer's fax number using Symantec's Winfax program the next time the Order Processing function is run.

PRINT - this option prints the notice the next time the Order Processing function is run.

PRINT FTC NOTICES AFTER ___ DAYS - A request will be made to print a notice for an order that has had an item  on back order for X amount of days from the entry date of the order.

MS Word Capabilities

PRINT Word RTF DOCUMENTS IN BACKGROUND - if you are using the M.O.M interface to MS Word for customer notices, check this box to keep Word in the background during printing of Customer Notices (Stage 8) in the Batch Order Processing function. If you want to control printing of the Word RTF notices yourself using Word, leave this box empty.

Batch Summary Report

PRINT NOTICES SUMMARY REPORT - Prints a summary of all requested customer notices that were faxed, e-mailed or printed for the last batch session.