How To Set Up Default CC Sales Rep

AdvancePro has added this functionality the same as when you process a Vendor Order. It will notify customers and sales representatives that the order has been placed.

  1. To set up this new functionality, go to Admin > Site Settings > Email Settings. From the drop-down menu, select CPO
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  2. You can edit the email template to your liking. Hover over the help tooltip to be able to see the available tokens to use on your email template.
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  3. Now, click on CC Sales Rep tick box to include Sales Rep assigned to this customer to receive an email after the order has been placed then click on Save button
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  4. Let’s create a sample Customer Purchase Order, add items to the Purchase order, save and place the order. AdvancePro will then ask if you would like to email this order, click on Yes.
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  5. Upon clicking on Yes, the email form will pop-up. The email form will show you the Customer Order in PDF as the attachment, it will automatically CC the sales rep in-charge for that company and lastly if you have provided an email on the BCC Email, it will also show in the BCC field.
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DEMO VIDEO:

CC SALES REP