This video highlights a new enhancement that automatically notifies salespeople when key details on purchase orders tied to their open order allocations are updated, including estimated delivery dates, acknowledgement numbers, or acknowledgement dates. It demonstrates how real-time notifications keep teams informed without requiring manual tracking, enabling sales teams to proactively communicate accurate delivery expectations to customers.
SOP: Configure Purchase Order Notifications for Salespeople
Objective
Set up purchase order notification settings so salespeople automatically receive updates when key PO details change. This helps the sales team stay informed about delivery and acknowledgment changes without manually tracking purchase orders.
Key Steps
Understand what the notification feature does 0:00
This feature sends automatic notifications to sales teams when important purchase order updates occur.
It is designed to keep salespeople informed and up to date on PO changes tied to their open order allocations.
The main updates covered include:
Estimated delivery date changes
Acknowledgment date changes
Acknowledgment number changes
2. Confirm where salespeople will see the notification 0:20
Salespeople will see alerts next to their name on the bell notification icon.
When they click the notification, they can review what was updated.
This helps them quickly identify which purchase order details changed and respond accordingly.
3. Open Purchase Order notification settings 0:28
Go to the Purchase Orders area in Settings.
Select the Notifications tab.
Use this section to control which PO changes trigger notifications for buyers and salespeople.
4. Enable the required notification options 0:39
Check the following settings to ensure salespeople receive updates:
Email buyer with order estimated delivery date changes
Notify salesperson with order ETA changes
Notify salesperson with acknowledgment changes
Verify each option is selected before saving.
5. Save the notification settings 0:55
Click Save Email Settings to apply the changes.
Saving confirms the notification rules are active.
Once saved, salespeople will begin receiving real-time updates for qualifying PO changes.
Cautionary Notes
Make sure the correct notification boxes are checked before saving; otherwise, salespeople may not receive updates.
Notifications only apply to purchase orders connected to open order allocations.
If settings are not saved, the changes will not take effect.
Confirm that users know where to find the bell notification icon so they can review updates promptly.
Tips for Efficiency
Review notification settings periodically to ensure they still match your team’s workflow.
Use the notification feature to reduce manual follow-up on PO changes.
Encourage salespeople to check the bell icon regularly for real-time updates.
Keeping ETA and acknowledgment notifications enabled can help improve customer communication and delivery accuracy.