4.5.3 Setting Up Notification Processes

Once you have set up notification codes for various events, you can group them together in notification processes. Then you can assign a notification process code to each of your Web portal users.

To set up a notification process, follow this procedure:

  1. Open the Notification Process Card window:

In the demo data, this card has been setup to contain the basic notification processes. Thus, the code for this group of processes is called BASIC.

  1. Click F3 to create a new group of notifications.

  2. There are four tabs on the Notification Process card. Fill in the fields on each tab according to these guidelines:

Field

Comments

General tab

 

Code

Enter a unique code to identify the notification process.

Description

Enter a brief description.

Salutation Type

Enter the type of salutation you want the program to automatically insert in the notifications send to your external Web portal users.

Sales tab

 

New-Consumer Notif.

Enter a notification code from the Notification Codes window. The notification will be sent automatically to the address specified on the Contact card when a new consumer has been created on the Web site. You can leave the field blank if you do not want any notification about this event to be sent automatically.

Quote-Received Notif.

Enter a notification code from the Notification Codes window. The notification will be sent automatically to the customer when a quote has been created and accepted by the customer. You can leave the field blank if you do not want any notification about this event to be sent automatically.

Quote-Confirmed Notif.

Enter a notification code from the Notification Codes window. The notification will be sent automatically to the customer when the sales quote they requested is made into an order. You can leave the field blank if you do not want any notification about this event to be sent automatically.

Quote-Rejected Notif.

Enter a notification code from the Notification Codes window. The notification will be sent automatically to the customer when you reject the sales quote they requested. You can leave the field blank if you do not want any notification about this event to be sent automatically.

Order-Shipped Notif.

Enter a notification code from the Notification Codes window. The notification will be sent automatically to the customer when their order is shipped. You can leave the field blank if you do not want any notification about this event to be sent automatically.

Contact tab

 

Password-Created Notif.

Here you can enter a notification code from the Notification Codes window. The notification will be sent automatically to the customer when a Commerce Portal password is created for them. You can leave the field blank if you do not want any notification about this event to be sent automatically.

Rev. Auct. tab

 

Rev. Auct. Invitation

Enter the code for the text you want to send to invite a vendor to participate in a reverse auction. The program retrieves the text from the Notification Codes window. You can leave the field blank if you do not want any notification about this event to be sent automatically.

Rev. Auct. Update Notif.

Enter the code for the text you want to send to the vendor to confirm that you have received an offer. The program retrieves the text from the Notification Codes window. You can leave the field blank if you do not want any notification about this event to be sent automatically.

Rev. Auct. Decline Notif.

Enter the code for the text you want to send to the vendor to confirm that you have received a declination. The program retrieves the text from the Notification Codes window. You can leave the field blank if you do not want any notification about this event to be sent automatically.

Rev. Auct. Won Notif.

Enter the code for the text you want to send to the vendor to accept an offer. The program retrieves the text from the Notification Codes window. You can leave the field blank if you do not want any notification about this event to be sent automatically.

Rev. Auct. Lost Notif.

Enter the code for the text you want to send to the vendor to reject an offer. The program retrieves the text from the Notification Codes window. You can leave the field blank if you do not want any notification about this event to be sent automatically.

 

Related Topics

Setting Up Notifications for Contacts