Cetec ERP provides several automated notification options to keep you informed about customer-related activities. Heres how to configure these notifications:

• First, locate the customer for which you want to set up notifications.
• To navigate to the Customer Record go to Sales> Customer> Customer List> [Choose a Customer] > Notifications (from the left side nav menu).
• In this section you can select the dropdown menu to set a notification.
• You will see nine notification types that you can set up: Invoice Email, Order Email, Customer Statement Email, Upcoming Shipment Notifier, Upcoming Shipment Notifier (External), Customer Orders With Upcoming Dates, Serial Number Notifier, Consolidated Invoice Email, Consolidated Invoice CSV.
• Here are some examples of notifications that you could automate using this screen.

Invoice Email - Send out an email notification daily every time an order is invoiced.

• Name - Enter a name to identify this automatic notification.
• Date Modifier - This field is not used for this notification.
• Date Type - This field is not used for this notification.
• Email To - Enter recipient email address.

Order Email - Send out an email notification daily every time an order is placed.

• Name - Enter a name to identify this automatic notification.
• Date Modifier - This field is not used for this notification.
• Date Type - This field is not used for this notification.
• Email To - Enter recipient email address.

Customer Statement Email - Send out a customer statement every X number of days.

• Name - Enter a name to identify this automatic notification.
• Date Modifier - The number of days goes here.
• Date Type - This field is not used for this notification.
• Email To - Enter recipient email address.

Upcoming Shipment Notifier - Send out an email notification for every open order X days before the Ship, Dock, or Work Start Date. One email is generated per order.

• Name - Enter a name to identify this automatic notification.
• Date Modifier - The number of days, X, goes here.
• Date Type - Choose Ship, Dock, or Work Start Date.
• Email To - Enter recipient email address.

Upcoming Shipment Notifier (External) - Send out an email notification for every open order X days before the Ship, Dock, or Work Start Date. One email is generated per order.

• Name - Enter a name to identify this automatic notification.
• Date Modifier - The number of days, X, goes here.
• Date Type - Choose Ship, Dock, or Work Start Date.
• Email To - Enter recipient email address.

Customer Orders With Upcoming Dates - Send out an email notification of a list of all open orders whose Ship, Dock, or Work Start Date are X days away. One email containing a list of orders is generated. In most cases this is used internally to remind the users of important dates.

• Name - Enter a name to identify this automatic notification.
• Date Modifier - The number of days goes here.
• Date Type - Choose Ship, Dock, or Work Start Date.
• Email To - Enter recipient email address. Customer Orders With Upcoming Dates is used internally in most cases.

Serial Number Notifier - Send out a list of every serial in a .csv format every time an order is invoiced.

• Name - Enter a name to identify this automatic notification.
• Date Modifier - This field is not used for this notification.
• Date Type - This field is not used for this notification.
• Email To - Enter recipient email address.

Consolidated Invoice Email - Send out a list of all invoices invoiced on specific days. Each day is broken up in a single PDF file. This runs every day but does not send duplicates if the invoices have already been sent.

• Name - Enter a name to identify this automatic notification.
• Date Modifier - The system will look back the amount of days set from the present day and send a single PDF per day for that date range that has invoices (i.e. if a user sets 3 days, and today is 2024-11-15, expect invoices from 2024-11-12, 2024-11-13, 2024-11-14 and 2024-11-15)
• Date Type - This field is not used for this notification.
• Email To - Enter recipient email address.

Consolidated Invoice CSV - A CSV file will be sent each day with all invoices from the amount of days past, as set on the Date modifier. Based on the number value input on the Date Modifier field, the notifier will send all invoices within the appropriate date range, including any new invoices. For example, inputting 3 into the Date modifier field will result in all invoices from the past three days, and the current day.

• Name - Enter a name to identify this automatic notification.
• Date Modifier - The system will look back the amount of days set from the present day and send a CSV file of all invoices within that date range.
• Date Type - This field is not used for this notification.
• Email To - Enter recipient email address.