Keeping on top of it
Telling purchasing
The summary email sent when a delivery is confirmed, and who decides where it goes.
On the Business plan and above, confirming a delivery emails a summary to whoever needs to know. The point is that nobody has to walk to an office or remember to mention it.
What the email says
- The vendor and the order number.
- How much arrived against how much was expected.
- Every line that was flagged, and why.
- Who signed for it, and when.
- A link into the full record, including any damage photographs.
Put another way
A text from a delivery driver saying what they left and what was missing, instead of you finding out when the invoice does not add up.
Where it goes
An admin sets the addresses in settings. Your own address is added when you sign up. Most businesses put purchasing and accounts on it.
Worth knowing
Summary emails are switched off on the free and Starter plans. Everything is still recorded; nobody is told automatically.
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