When orders are accepted for a customer on the Customer Service tab, you can have order acknowledgments automatically faxed, emailed, or printed for this customer. The Preferences screen on the Customer Maintenance tab is where you specify how order acknowledgments should be generated for a particular customer.
Select the customer on the Search screen of the Customer Maintenance tab if you have not already done so. (For instructions on how to do this, please refer to Select a customer.)
Click the Preferences button. The Preferences screen appears.
In the Order Acknowledgments drop-down list, select the method that should be used for this customer. You have four options:
None: This is the default option. If no order acknowledgments should be generated automatically for this customer, select this option.
Fax: If order acknowledgments should be faxed to this customer automatically, select this option. The system faxes the order acknowledgments using the fax number of the Contact assigned to the order during order entry on the Customer Service tab. If there is no Contact tied to an order, then the order acknowledgment is faxed to the Primary Contact set up for this customer on the Contacts screen. If a fax number has not been set up, the system prints the order acknowledgment and/or sends it to your spooler hold file, depending on how your printer is set up.
Email: If order acknowledgments should be emailed to this customer automatically, select this option. The system emails the order acknowledgments using the email address of the Contact assigned to the order during order entry on the Customer Service tab. If there is no Contact tied to an order, then the order acknowledgment is emailed to the Primary Contact set up for this customer on the Contacts screen. If an email address has not been set up, the system printer prints the order acknowledgment and/or sends it to your spooler hold file, depending on how your printer is set up.
Print: If order acknowledgments should be printed automatically and then mailed to this customer, select this option. The system prints the order acknowledgments and/or sends them to your spooler hold file, depending on how your printer is set up.
Note: If the Fax, Email, or Print option is selected for the ship to location (in the Order Acknowledgments drop-down list on the Ship To Main screen), it overrides the option selected for the customer in this drop-down list on the Preferences screen.