Missed Return Email
When someone finalizes a return scan on a manifest that is not complete the system sends an email to the account manager. We would like to include our warehouse and logistics managers on that email but I do not see that action in the workflow or workflow jobs to edit it. Am I missing it or is there no way to adjust that email as it's system generated?
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Hi Eric-
As far as I know, this is not configurable. After finalizing a return with unreturned items you will see one email per missing item sent to the account manager. I believe the Flex team has been asked to enable some configuration options for this feature, but it's likely not a top priority right now.
Most companies that I work with prefer to receive a single email instead with a report showing all of the items missing from the return. I typically create a workflow action called 'Mark as Missing Items' and make it available for all Manifests.
It's a simple procedure to use:
- If you have finished scanning all items present but there are items missing from the return, push the 'Mark as Missing Items' button in the sidebar
- This changes the Manifest status to 'Missing Items' and simultaneously emails the Missing Items Report to the account manager (and any other addresses of your choosing).
- The account manager or operations team can simply forward that report to the client, venue, or even your techs who worked the job. They can then easily see the list of missing items and their values, which hopefully leads to a quick return of the items in question.
- If the items do end up missing for good, at least you were able to send an itemized list to the client (or other responsible party) immediately, making it simple to follow up with an invoice.
See the Missing Items Report page on the Square Wave website for more information and a mockup, and feel free to email me if you'd like further information. Square Wave is an endorsed Flex consultancy offering a variety of services to Flex users.
Regards,
Bigs
bigs@squarewave.com.au
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