Automatic notification of customers about the sale of their goods

Entrepreneurs who work under commission agreements or take goods for sale face a serious operational problem every day — the need to report to suppliers on time. 

When the assortment includes thousands of items and sales are continuous, manually tracking exactly whose goods were sold becomes extremely inefficient. Business owners usually ask how to automate this process so they do not have to compile reports manually, do not forget about settlements, and can promptly notify partners about the need to replenish stock. 

To reduce this workload for staff and ensure transparent relations with suppliers, Torgsoft has a special automatic notification mode.

This tool is implemented as an additional paid option «Consignor Notification». It allows you to configure the system so that, at the moment of sale, the program automatically sends the supplier a message that their goods have just been sold.

How to configure automatic notification

After purchasing and activating the option, the setup is performed in several steps:

1. Function activation. Go to the menu item Settings — Parameters — Additional functions and find the Consignor Notification section.

2. Enabling the mailing. In this section, you need to activate the switch Send a message to the consignor when goods are sold.

3. Choosing a communication channel. You can choose where exactly the notifications will be sent — to Email or via SMS mailing.

•    For email: you need to configure an email client, such as Microsoft Outlook, or use sending methods via SMTP or the SendGrid service.

•    For SMS: you need to be a registered client of one of the supported mailing services, such as TurboSms, Epochta, AlphaSMS, SMS Club, and select it in the corresponding SMS service field.

Creating a message template

To ensure that the supplier receives clear and understandable information, a special template is configured in the program. In the Template content field, enter the message text, where dynamic variables can be inserted.

In addition to standard variables, special variables are available for this mode:

• <Product name>

• <Product article number>

• <Supplier amount of the sold product>

• <Quantity of sold product>.

Example of use. If you create a template with the text: "Your product <Product name> was sold in the quantity of <Quantity of sold product> pcs.", the consignor will receive a ready message in the following form: "Your product Mikasa BX712 Basketball was sold in the quantity of 10.00 pcs.".

For emails, there is also a field Email sending interval in seconds. It allows you to set a pause between sendings, for example, a few seconds, so that mail servers do not treat your automatic reports as spam.

Exceptions: how to disable notifications for individual suppliers

By default, after the function is enabled, the program will send notifications to all consignors. However, if you work with a certain supplier under a different arrangement, for example with full prepayment, and they do not need these notifications, you can easily exclude them from the mailing.

To do this:

1. Open the supplier card Settings — Supplier — Add/Edit.

2. Go to the Additional tab.

3. Turn off the switch Send a message to the consignor.

After that, when selling goods from this specific supplier, the program will not disturb them with notifications.

Control of sent notifications

All messages generated and sent by the program do not disappear without a trace. The entrepreneur can always check their status. To view the history of sent notifications, simply go to the Marketing — Mass mailing menu and open the Mass mailings tab. This gives full control over what information was sent to partners and when.

Using the «Consignor Notification» option allows you to build transparent and trust-based relationships with suppliers of goods taken for sale, reducing the human factor when reporting sales.