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Automate order milestone reminders

  • Updated

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.

    1. Click on the Global actions icon (blue "+" sign) and click Add Automation
    2. 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 
    3. Click AUTOMATE ORDER MILESTONE REMINDERS
      • Send an automatic email reminder to a supplier if they haven't confirmed the production start date
  2. 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
  3. Click Next
  4. Define the reminder
    • Customize the note to remind your suppliers to update the milestone
  5. Click Next
  6. Name your automation
  7. Click Save