How to send a customer status file manually
When you send a customer status file, an e-mail is being sent to the customer. This e-mail contains a link to an html-site, which the customer can open by clicking on the link. The page displays the information that you specified under the customer status file settings.
The customer
status file can be sent to your customer by clicking on the Send E-mail button
in the Contact register. This will open the e-mail editor in the usual
way. Now you need to select Status e-mail as
the template for this e-mail. Selecting this template will automatically
include the customer status files as an attachment. The content of the
customer status file depends on the selections described below.
Automated customer status files
Automate customer status files give the opportunity to keep your web customers updated about the progress of the order with information on the date of invoicing and delivery and more. The system allows for certain flexibility so that you can customise the functionality according to your needs.
When the status of a web order is being changed, a new Customer status file is generated automatically. For example, this would happen when you invoice a web order or click on Get website data. These actions will trigger the sending of information to the server to inform it that the order has changed status from 'order' to 'invoice' and a separate site is created for this on the Mamut server. For automated customer status files the status file is sent as an e-mail to the customer and contains a unique link to the 'status' of the customer's order. In these cases, the content is located on Mamut's server. The remaining e-mail content can be edited according to a template, which is stored under Get website data - E-mail.
The window this opens allows you to add any relevant information such as, for example:
'Your web order has been processed. All our web customers receive an automated notification to let you know that we have despatched your order items. Follow the enclosed link to view your current order status. Thank you for shopping with us.'
When are customer status files being generated automatically?
The prerequisite for the automated generation of a customer status file is that you have changed the status of a web order and downloaded the website data. It is also necessary that the contact has been set to receive customer status files. The most common occurrence of automated customer status file generation is when you have invoiced a web order and then click on Get website data. The customer status file will also be generated/sent after crediting an invoice, cancelling an order, part-delivery of an order or at generation of a credit note. It is important to remember that customer status files will not be generated before you click on Get website data following any changes you have made to a web order.
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