People are told when a return is completed
What moves
A completed return sends a notice with the return number, refund amount and method to people who may view returns.
Before you start
- Both modules in your plan
- Notifications module (included in every workspace)
- Returns switched on
Step by step
- Sales managerSales Orders & Fulfilment
Completes a customer return.
You see:The refund is recorded.
- SystemNotification Centre
Notifies the people who may view returns.
You see:Notices go out in the bell and by email.
- Order clerkSales Orders & Fulfilment
Opens the return.
You see:They update the customer.
Related
- Notification Centre
- Sales Orders & Fulfilment
- People are told when a version is reviewed or a domain connects
- People are told when leave needs them or is decided
- People are told when payroll needs them
- An HR manager announces something to a department
- Connecting an outside system with a webhook (beta)
- Connections between modules