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This article is part of a series helping users get started with the Template Workflows we have included in TradeGecko Automation (formerly known as Connect). To use a Template, visit here and select a Workflow to edit and apply to your orders!
The Workflow helps you to notify a team member when an Order for which they are assigned is ready to be shipped.
Firstly, the Workflow checks, if the order is ready to ship which, requires stock to be available in the set Stock Location. If it is, we then use TradeGecko Automation to send an email notification to the team member on your account who is set as the Order Assignee using {{order.assignee.email}}.
You can then fill in the Subject line and Body copy as you wish with the end goal of this format being the team member is aware of the Sales Order number {{order.order_number}}. This is so that they can proceed with Packing the order and creating a Shipment.
Here are the code blocks ready to copy and paste for the example above
To
"{{order.assignee.email}}"
Subject
"New Sales Order #{{order.order_number}}"
Body
"Sales Order #{{order.order_number}} has been assigned to you and it is ready to be shipped!.\n\n{% if order.source %}Source: {{order.source}} {% endif %}\nCustomer: {{order.company.name}}\nTotal: {{order.total}}\n\n"
Enjoy exploring our TradeGecko Automation 🤖