When the order milestone is unconfirmed (yellow) an automated customized email can be sent to the supplier contacts pertaining to any specific part and/or milestone to update within 48 hours.
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- Click on the Global actions icon (blue "+" sign) and click Add Automation
- Or you can go to the Automations view on the left-hand side
- This view will showcase all the automation statuses:
- Active
- Pause
- To add, click ADD AUTOMATION
- This view will showcase all the automation statuses:
- Click AUTOMATE ORDER MILESTONE REMINDERS
- Send an automatic email reminder to a supplier if they haven't confirmed the production start date
- Confirm the conditions. Similarly from above, these are if-then conditional statements
- Milestone restrictions
- Include only
- Exclude all
- Establish any supplier and or part restrictions
- Milestone restrictions
- Click Next
- Define the reminder
- Customize the note to remind your suppliers to update the milestone
- Click Next
- Name your automation
- Click Save
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