Friday, March 8, 2019

Create Item Fulfillment alert for Sales Reps

1. Navigate to Reports > Saved Searches > All Saved Searches > New

2. Select Transaction

3. Under the Criteria tab > Standard Subtab > Add Filters:

Type = Item Fulfillment
Created From Fields: Sales Rep = Select the sales rep name to be included

4. Under the Results tab > Columns subtab > Add Fields:

Date
Number
Name
Amount
Created From Sales: Sales Rep
Item
Quantity
Quantity Fulfilled/Received

5. Under Email tab > Send Email Alerts When Records are Created/Updated = T

6. Under Email tab > Recipients from Results subtab > Created From:Sales Rep

7. Rename Search and hit Save and Run

No comments:

Post a Comment