Overview
Send a text message or email to your technicians to notify them of shipment pick up details.
Note: This feature has been updated for most users and the processes are different. See Send purchase order alerts and notifications for the updated version.
Who uses this feature
Managers, purchasing team, and technicians
Account configuration required. To update your account, please contact your success or implementation manager.
This feature can be used with the Purchasing and Inventory modules.
Send a notification to your technician
Go to the navigation bar and click Inventory.
In the side menu, click Purchase Orders.
Click Partially Received or Received tab.
Select the PO for which you want to send a notification. The Partially Received P.O. or Received P.O. screen opens.
Click Notify Technician.
Note: This button is enabled only if a technician is assigned to the PO.
The Notify Technician pop-up opens.Select how you want to notify your technician:
Send Text
Send Email with copy of PO
In the Instructions for Technicians field, enter additional instructions for your technician.
When you're done, click Send Notification.
View an audit trail of notifications you sent for a PO
If you're using the Purchasing or Inventory module and you want to see an audit trail of notifications you sent for a PO:
Go to the navigation bar and click Inventory.
On the side menu, click Purchase Orders.
In the Partially Received or Received tab, select the PO for which you want to see an audit trail.
Click the Comment icon.
The Comments flyout opens listing the notifications sent out for this PO.