New feature - Custom Messages

March 18, 2016 at 3:05 PMThomas Riemann

          Good afternoon! Happy Friday everyone! As you guy's already may know, we recently released a new version of the All Orders software, Version 6.2.3. I recommend everyone download this update. We believe that All Order's is the # 1 Inventory System on the web today! We strive to come out with these updates as frequent as possible to improve our Inventory System and add key features that you may have requested. Speaking of requesting features, have you seen our feature request on NumberCruncher.com? Now our software has many many features but let's face it, as smart as we are, we can't think of everything. So if there is anything that is not in the All Order's software currently, submit a feature request! Not every feature will be able to make it in but if it gets enough user votes, you may see it in the next update!

          Ok, let's get to the point of this post. Let's talk about a feature that many of you have requested, Custom E-mail templates. To get to this new feature in the newest update, go to List - Profile Lists - Sales - Custom Messages. This feature will allow you to add a custom message when you are e-mailing the invoice to a customer. When creating a new custom message, you now have the ability to select which report you would like this custom message to be associated with. For instance, let's say you are e-mailing a Sales Order report to a customer, you can create a custom message to appear every time you e-mail that Sales Order report to the customer. Every time we e-mail this to a customer we want it to say Thanks for your business! Have a great day. We would simply put that in as a new note and simply select which report its tied too below. Additionally, we can add selected information to be displayed in the custom message. Similar to our reporting system, we can add fields to this custom message. Lets say we want all the item's on this sales order to appear in the e-mail as well. We would simply add this field like this: [ITEM]. Since we have multiple line item's on the sales order, were going to tell the system to bring all those item's into the e-mail. We would set this up like this:  [LINE][ITEM][/LINE]. What that will do is list all the item's on the report. I have created an example of a complete custom message:

Shipping Notification

[SHIPDATE]

Number Cruncher Inc.

123456 Street Road

Hollywood, FL 12345

Phone (000) 000-0000 Fax (000) 000-0000

Billing:

[BILLADDR1]
[BILLADDR2]
[BILLCITY], [BILLSTATE]  [BILLZIP]
[BILLPHONE], [BILLEMAIL]

 

Shipping:

[SHIPADDR1]
[SHIPADDR2]
[SHIPCITY],[SHIPSTATE] [SHIPZIP]
[SHIPPHONE] [SHIPEMAIL]

Dear [CUSTOMER]

Your order [DOCNO] shipped [SHIPDATE].

Here is your tracking#: [SHIPDOCREF]

Item: [LINE][ITEM][/LINE]

          Stay tuned for next week's blog post! I will be going over why our software is the best inventory software out on the web. I will be going over some of the features All Order's has that many other inventory software might not include. Well, I hope you guy's have a great weekend! Talk to you Soon!

Comments (8) -

Johnny V. Arbogast
United States Johnny V. Arbogast says:

Thank you for the good article.
I am happy to know that messaging is now available on NumberCruncher. My business partner has been using the services of https://www.idealsvdr.com for a year and says this feature really makes business conversation easier.

Reply

Zackary Bachert
United States Zackary Bachert says:

Does your website have a contact page? I'm having trouble locating it but, I'd like to shoot you an email. I've got some ideas for your blog you might be interested in hearing. Either way, great website and I look forward to seeing it develop over time.

Reply

Joshua Goldberg
United States Joshua Goldberg says:

Feel free to send me an email to jgoldberg@numbercruncher.com

Reply

Hello Josh this is a great addition! Any chance HTML is or will be supported at all with this?

Reply

Joshua Goldberg
United States Joshua Goldberg says:

Hey Adam, Thanks for your question! HTML is supported with Custom Messages in All Orders

Reply

Brandon Friedland
United States Brandon Friedland says:

I'm a current AO integrator working with a start up. We're trying to add this feature to our PO
s, invoices, etc. It doesn't seem to work. Any chance there is an easy fix?

Reply

Joshua Goldberg
United States Joshua Goldberg says:

Hey Brandon, Thanks for your question. Please send an email to support@numbercruncher.com so that a ticket can be opened up and investigated by a technician. Thank you!

Reply

borvest inkral
United States borvest inkral says:

I dugg some of you post as I cogitated they were extremely helpful extremely helpful

Reply

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