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NorthScope can auto email a copy of specific reports to various contacts. This includes Customers, Customer Addresses, Sites and Carriers.For For example, users may want to email a copy of the Warehouse Release to a specific site and/or carrier or email a sales confirmation to a customer.
To configure NorthScope settings to enable this feature users will need to take the following steps. These steps allow NorthScope to know what report you want to send, who you want to send it to, and when it should be sent.
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Deploy Reports
Ensure the reports you wish to email are deployed in the system. Please review the help page for managing and deploying reports here: Manage Reports
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- Customer Contacts
- Sales >> Setup >> Customers >> Open the Customer Record View >> Contacts Tab
- Customer Address Contacts
- Sales >> Setup >> Customer Addresses >> Open the Customer Address Record View >> Contacts Tab
- Sites
- Sales >> Setup >> Sites >> Open the Sites Record View >> Contacts Tab
- Carriers
- Sales >> Setup >> Carriers >> Enter data directly on >> Open the Carriers List Record View
- Note: For the Contact Type Group “Carrier”, the information saved to the Carrier records on the master file currently save to the Contact Type “Shipping”, if you need Carrier Contact Types of BOL and Picking, please contact our Support desk who will be happy to assist with this.
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- >> Contacts Tab
Report Distribution
Once the reports are deployed and contacts are setup, Report Distribution can be configured. To do this navigate to Company >> Configuration >> Report Distribution. This page displays all the available Contact Type Groups and each Contact Type within the group as well as the rules to configure. To configure a distribution rule, click the Configure hyperlink under the Report Distribution Rules column next to the corresponding contact type.
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