The email capabilities in Tensoft DemandOps utilizes visibility into scheduling and shipping to provide up-to-date information to customers. You can easily send email confirmations for your quotes, orders, shipments, and invoices directly from Tensoft DemandOps to your desired contacts.
Firstly, you need to complete the setup for emails, forms, and contacts.
Email Setup: You can customize the header and signature for each type of email confirmation.
Form Setup: You can customize the forms based on the information that needs to be shared with the customer.
For example, the order confirmation form might have a commit date giving the customer visibility into when their order will be delivered. The shipment confirmation may have the shipping date and shipping details providing visibility into when the order was shipped, and the number of units shipped.
Contact Setup: The next step is to setup the contacts who will receive these confirmation emails. You can setup the contact for each email confirmation type for every business. This is helpful when the person who is working with invoices is different than the person working with the quotes for a particular customer. You can add as many recipients as you need for each email type.
Send Confirmation Emails
To send confirmation emails, you can go to the relevant confirmation screen, select the order/quote, and click on Email Customer.
On these confirmation screens, you can filter by unconfirmed orders and see when the order was last updated. You can also see if an email was already sent out to the customer. This is helpful for tracking and avoiding duplicate emails.
The invoice confirmation also provides a level of invoice matching. You can send out an invoice confirmation to the customer before the invoice is finalized. If there are any corrections needed, it can be done before finalizing the invoice.