Communication – Delivery address

In this table you can add rows with phone numbers, fax numbers, mobile phone numbers, and e-mail addresses for the customer.

If you add one or multiple alternative delivery addresses for the customer, then you can also add the corresponding communication information – per delivery address. On a new customer orders order, this information will then be determined by the selected delivery address on the order. If an alternative delivery address is missing any contact information, then the contact information from the regular delivery address will be used instead.

Type

Here you enter the type of communication. It can be phone, fax, e-mail, or mobile phone.

Address/Number

Here you enter the e-mail address, phone number, fax number, or mobile phone number.

Name

Here you can see/enter the name of the contact person or recipient.

Remark

Here you can enter a remark or description regarding the address/number. An example of an remark here can be that the entered phone number goes to a switchboard operator.

Recipient of

Here you decide if the number or e-mail address should be recipient of different types of documents. For the types phone, fax, and mobile phone to customers you find the following alternatives:

• Advice to shipping agent
• Shipping agent’s SMS advice

The following alternatives exist for e-mail to customers:

• Quote
• Order confirmation
• Advice
• Advice to shipping agent
• Delivery note
• Invoice (Also used for recipient of invoices distributed via e-mail using Maventa or Crediflow.)
• Pro forma Pro forma is a type of customs document which is used during export of goods. It is used to show information regarding the value of what is to be exported (customs cleared). Pro forma documents are also used in other contexts, for example much earlier than the time of delivery when contacting banks to arrange bank guarantees.
• Payment reminder/Statement
• External project report
• Product description including certificate
• Blanket Order – Sales
• Confirmation (case)
• Response (case)
• Customer agreement

A number or an e-mail address in the table can be the recipient of several of the advice/documents.

Attached files in e-mail

If an e-mail address is set as recipient of Order confirmation and/or Invoice and you send multiple orders/invoices to the customer at the same time, you can here determine if these orders/invoices should be attached as Multiple files per e-mail or if the orders/invoices should be attached as One file per e-mail. The latter alternative will result in one e-mail per order/invoice. You can also choose the option According to setting. This way, how the attached files should be managed will be determined by the general system setting called Send multiple orders/invoices in the same e-mail message.

There is also a system setting called Maximum size for files in e-mail. It determines what size these attachments are allowed to be. If the attached files in one e-mail message are bigger than the entered size in MB in the system setting, the e-mail message and the attached files will be split into two or more e-mails. The default size is 10 MB.