Notifications

Notifications are the biggest opportunity in this section to help team members with their work flow and to keep you as the owner from having to tell employees what to do.

The workflow process is set up based on the labels at the top of the boxes. There are notifications set up for when statuses change on an account from a dialer side or when files are uploaded. The defaults right now are set for the following:

1. WON – an email notification will go the Analyst. That lets the Analyst know to go to the account page and look for the files / catalog to begin processing them. The email after an account is WON will have a subject line of Vendor “Vendor Name” Won! – The Analyst will then click the View Vendor button to go to the page to get the files.

1. FILE ADDED - After the Analyst works on the files, they will upload them to the Output Files section. Once the files are uploaded, this will trigger another email notification that will go to the Buyer / Manager and they will then review the file and decide whether or not to place an order. The Subject Line of the Email will say File Added to Vendor “Vendor Name”. The body of the email will look like this: