Notify Contacts During Order Confirmation

Adding a Supplier Contact

1. Click on the Wines tab

2. On the left click on Manage Suppliers

3. Click on the Supplier

4. In the Contacts sections, either edit or add a Contact. Important: Be sure to check to Receive Invoices? & Always pre-check when confirming an Order? at the bottom.  

Adding an Account Contact

1. Click on the Accounts tab

2. Click into an Account

3. In the Contacts sections, either edit or add a Contact. Important: Be sure to check to Receive Invoices? & Always pre-check when confirming an Order? at the bottom.  

Adding a Warehouse Contact

1. Click on the Wines tab

2. On the left click on Manage Warehouses

3. Click on the Warehouse name

4. In the Contacts sections, either edit or add a Contact. Important: Be sure to check to Receive Invoices? & Always pre-check when confirming an Order? at the bottom.  

Important: When an email recipient of Type = Warehouse is sent an email, it has the side effect of marking the order as "sent to the warehouse," so it is exempt from pending deliveries and thus bypassed. 

Now, you can include a PDF invoice for all contacts marked to receive invoices during order confirmation.