Using Auto Processes to Manage Your Business

This guide will help you understand the search results page.

A key benefit of implementing software / technology in your business is the ability to automate repetitive tasks. We have made this process easier with new options for users within the new "Run Auto Processes" module.  

This enables you to create your own processes but includes the following standard options

 

 

Thanks for your Order

Automatically confirm receipt of orders - Sales Order Reporting.

 

Chase Artwork

Chase artwork required from clients needed to fulfil orders - CRM / Job Management Reporting

 

Chase Cash

Chase customers with overdue payments – Sales Order Reporting

 

Chase Suppliers on Delivery Dates

Chase up suppliers who are nearing / over their supplied delivery dates - Purchase Order Reporting

 

Confirm Order Dispatched

Confirm the dispatch of Sales Orders – Sales Order Reporting

 

Chase Re-Orders / Non Orders

Chase customers to re-order specific job or chase customer that have not ordered for a set period - Sales Order & Customer Reporting
 

Deliver Sales / Stock Data to Customers

Create reports that send data on sales / stock to customers - Product Reporting & Dispatch Reporting

Plus many other applications you may find useful!

 

NOTE: These processes have all been pre-configured in your software but to create your own process:

Stage 1: Set up & save Auto Data Export for your chosen criteria (Report / Export)

Stage 2: Set up E-Shot to run the Auto Process

Stage 3: Click the "Generate E-Mail" option to send

The following fields are available to merge into the emails: