Automatic sending of SMS when changing the status and details of documents
The setting allows you to automatically send SMS messages, if the documents have changed the values of the details or other document states.
In the setup you can set the texts of SMS, as well as templates, which are replaced by the values of the details from the documents. For example, the [DeliveryAddress] template is replaced in the text of the SMS by the value of the document's "Delivery address".
In the settings you can set a signature for SMS, where you can specify the company name or website and phone number.
All settings are set at the level of accounting system, and not at the level of "Configurator".
That is, the user who has the "Configure SMS sending" role can change settings from accounting system, not from the "configurator".
Demonstration settings
Fig.1. Reference book "Automatic distribution of letters and sms", creating a new element, where the data on setting up the distribution list will be filled.
Fig.2. Filling in the name and setting template. Message Recipient Designation.
In the future, by name (name), select the required mailing setting in the "Automatic mailing and sms" directory.
Possibility to specify: "Send to the counterparty", "Send the counterparty to the contact person" or "Send e-mail" to the responsible person a notification about the sending of sms ".
Fig.3. On the "Documents" tab, select the documents (for example, the document "OrderBuyer"), when recording which, the automatic sending of sms will be realized.
Fig.4. On the "Filters" tab, select the document attribute and assign it a value.
Fig.5. On the "Filters" tab, when choosing a document attribute, a list of all document details opens.
Fig.6. Completion of specifying the details and values of the document. After holding the document, the automatic sending of sms will work.
Fig. 7. The option of setting the values of the requisites of the "Order of the Buyer" document for sending an SMS with the text that the goods are assembled and shipped, expect TTN by number.
SMS Receive Example
Fig.8. Sample receive sms, with automatic mailing.
The setting can be implemented for typical configurations on ordinary forms:
- UTP. Trade enterprise management;
- UVP. Manufacturing Enterprise Management;
- UT 2.3. Trade Management, revision 2.3;
- Other configurations.
"Automatic SMS sending "can be set as an addition to the basic solution Configuring "SMS messaging".
Setting cost: 4000 UAH
Developer: LLC "NCT"
Online store of plumbing and heating equipment "Santechsklad"
Solved problems within the project:
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Work with customers' orders is organized, warehouse and commodity accounting is set up;
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Fully organized automatic download price lists suppliers and goods balances from suppliers;
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Automated transport logistics;
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Integration of BAS with the site on "Bitrix24";
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Site support works;
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Implemented CRM 1.4 configuration from Rarus;
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Done integration with virtual ATC "Binotel";
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Automated lead management process;
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Configure SMS distribution counterparties when changing document statuses;
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Customization Email-distribution;
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Automated management salary calculation.
Configuration: "Management of trade enterprise (MTE)" + "CPM 1.4 from "Rarus"".
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