Introduction Walkthrough
Editing your own notification recipients
To edit who receives notifications from Fresho for your business, please follow the instructions below.
Click on your account name in the top right hand corner, and select 'Company Settings'
Navigate to 'Notifications', where you will see who is currently receiving notifications from Fresho
In order to make changes here, you will need to have the user permission 'Can Manage Users' ticked
To delete a notification recipient, select the trash can icon next to their name
To edit their existing details, such as update their phone number or name, or the type of notification they receive, click into their details to update these.
To create a new notification recipient, use the '+New Notification Recipient' button. Enter in a name and email address, and select the notification type.
Understanding different notification types
The type of notifications you receive from Fresho, will be dependent on which notification type you have selected. Below we will break down these notification types. Please note, you cannot turn off a specific type of notification without switching off the other notifications from within that category.
Notification types are split into two categories:
Notifications relevant for those who buy on Fresho (venues, restaurants, cafes etc)
Notifications relevant for those who sell on Fresho (wholesale suppliers)
If you use Fresho to sell to your customers and make purchases, both sets of notifications will be relevant to you.
Accounts Payable
Accounts Payable
Invoices for purchases you have made in Fresho
📧 Invoice [order number] [Invoice date] [supplier name]
Credit notes that have been provided to you, from your supplier
📧 Invoice (Credit) [order number] [Invoice date] [supplier name
Credit card failure notifications, if you have automatic charging set up
📧 Problem charging [company name] from Fresho
Statements from your supplier, if you have automatic charging set up
📧 Statement from [supplier name]
Customer Orders
Customer Orders
Order Confirmation emails, for orders you (or your supplier) have placed for your company
📧 Order [order number] [Invoice date] [supplier name]
Delivery Docket emails
📧 Order [order number] [Invoice date] [supplier name]
Buying list confirmation after submitting a buying list
📧 Buying List Report for [company name] ([delivery date])
Accounts Receivable
Accounts Receivable
Customer payment failure emails, advising if a customer's card has failed on an automatic charge
📧 Problem charging [customer name]
Customer has added a new card emails, advising if a card has been added and automatic charging has been switched on
📧 [Customer name] has added a card
New Pending Customer Requests, if a new customer has requested to order from you
📧 We've received a request for [company name] to order from [supplier name] on Fresho
Xero integration error emails if you integrate with Xero
📧 Problem updating [company name] Xero from Fresho
NOTE: If you use an accounting system that is not Xero, please let support@fresho.com know if you'd like to receive your integration errors to a different email address
Supplier Orders
Supplier Orders
Order notifications for all new orders placed by your customers
📧 Order [order number] [Invoice date] [customer name]
Order comments, any additional comments your customer has added to their order after submitting it
📧 CHANGE - Order [order number] [Invoice date] [customer name]
Additional Notification Types
Additional Notification Types
Supplier has invited you - sent to all recipients when a supplier sends an invitation to the venue, or you send an invitation to a supplier using the 'Add a Supplier' button and they have accepted.
📧 [Supplier name] Welcomes you to online ordering!
📧 [Supplier name] Has accepted your invitation
A new customer requests to connect - sent to all recipients when a customer requests to order from you.
📧 A new user has been invited to have access to [company name]
A customer you've invited, has accepted their invitation - sent to all recipients when a customer accepts their invite.
📧 [customer name] has accepted your invitation
A new user has requested access to your Fresho account - sent to all recipients when a new user requests to join your company
📧 New user has requested access to [company name]
Filtering out unwanted emails
There may be certain types of emails that you don’t want to receive from Fresho, for example, you may be a supplier who wants to receive messages from your customers regarding their orders, but you don’t want a copy of every order emailed to you. Or you may be a venue that wants to receive credit notes from a supplier, but no other invoices.
In these cases you can set up a filter in your email inbox to automatically move your unwanted emails to your junk folder.
For Gmail users:
You can find a guide to set up a filter in Gmail here
Open Gmail. In the search box at the top, click Show search options
In the 'includes the words' field, enter in some words from subject line of the type email you wish to filter out, that will appear each time (so leave out dates, invoice numbers etc.). For example, use the phrase, Please find a copy of the order attached if you wish to filter out order confirmation emails.
If you want to check that your search worked correctly, you can see which emails show up by clicking Search
At the bottom of the search window, click Create filter
Choose what you’d like the filter to do - to filter out this type of email from your inbox, select Skip the inbox
Click Create filter.
For Outlook users:
You can find a video guide to set up a filter in Outlook here
Open Outlook, and select the rules window, click Advanced Options
Select the option 'With specific words in the body'
Click on 'specific words', enter in some words from subject line of the type email you wish to filter out, that will appear each time (so leave out dates, invoice numbers etc.). For example, use the phrase, Please find a copy of the order attached if you wish to filter out order confirmation emails.
Press 'Add', 'Ok' and then 'Next'
Then press 'Move it to specified folder'.
You can send these emails directly your junk folder here. Or you can retain the emails if you like (you can create a new folder if necessary by hitting 'new'). You can then check this folder to make sure your filter is working as intended.
When you are finished setting your rules, make sure to hit the 'finish' button to save it. You should also hit 'run rules now'. This will move any emails in your inbox that currently fit the rules to the new folder.