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Customer Notifications

Overview

Dynapro Trade can email sales shipments and proforma invoices to customers automatically, keep the order confirmation sent date current, reroute document emails through alternate addresses, and stamp documents with a salesperson's electronic signature. Sales and finance staff use these.

Emailing Sales Shipments

When Email S.Shipm. to Cust. is set to By Customer or All in setup, the app emails the sales shipment to the customer automatically after a delivery posts (without an invoice). If On-Screen S.Shipm. Email Dialog is on, an email dialog appears on screen instead of sending silently.

A customer can opt out individually with Opt Out of Sales Shipm. on Email on the Customer Card, or an entire location can opt out on the Location Card.

Emailing Proforma Invoices

When Activate Proforma Email SO is on in setup, the sales order shows a Send ProForma Invoice on Email action, which emails a PDF proforma invoice to the customer using the standard report-selection email mechanism.

Order Confirmation Sent Date

When Auto Update Order Conf. Sent Date is on, sending the standard order confirmation email from a sales order automatically stamps Order Confirmation Sent Date with today's date.

Rerouting Document Emails

Alternate send-to addresses configured per customer or vendor (see Customer & Vendor Data) reroute or add recipients when Replace Email Recipients is on in setup. The correct alternate address is resolved automatically based on the document type — sales order, sales invoice, purchase order, or proforma invoice.

Electronic Signature

A salesperson or purchaser can have an electronic signature image on file:

  1. Open the Salesperson/Purchaser Signature part on their record.
  2. Use Import Signature to upload a signature image, or Export Signature to save the current one to a file.

The signature is stamped onto printed sales and purchase documents when the customer has Electronic Signature enabled on the Customer Card.