Setting Up Order Notifications
Global Settings
Setting up order notifications at a global level ensures that all your orders follow a consistent notification process. This includes defining who receives notifications, when they are sent, and what triggers them.
Access Settings
Navigate to Settings from the sidebar menu
Click on App Settings
Configure Order Notifications
Click on the Order Notifications tab
Set the default recipients who will receive notifications
Define when status emails should be sent to customers
Specify which stop statuses trigger notifications to be sent to customer contacts
Save your changes
These settings will apply to all new loads and orders by default, ensuring a standardized communication process with your customers.
Creating a New Load/Order
Select a Customer
When creating or editing a load/order, select a customer from the Customer field dropdown menu
Ensure the selected customer has an associated customer contact, as this is required to send notifications
Enable Notifications
Check the box labeled Notify Customer When Status Changes
By default, order notifications will be sent to the customer contact based on the global settings configured in the app settings
Overriding Global Settings at Order Level
While the global settings provide a standardized approach, there may be times when you need to customize notifications for a specific order. Overriding the global settings at the order level allows for this flexibility.
Edit Order Notification Settings
To override the global settings for a specific load/order, click on Edit Order Notification Settings underneath the Customer field
This will open the Edit Order Notification Settings modal
Customize Notification Settings
Override the default global settings
Add any additional recipients besides the selected customer contact to receive these notifications
Automatic Notifications
Once you create or save the load or order, and the driver updates the status of their trip, automatic email notifications will be sent
The customer contact and any additional recipients will receive an email notification with the updated status and a link to check the status of the order