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changes.mady.by.user Van Ho (Deactivated)

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changes.mady.by.user Diane Partridge

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Overview

As an alternative to using the email parser, using a web-based form to request and capture copy count from the customers has the following benefits:

  • user friendly and stylised format
  • simpler procedure
  • less error-prone
Note

This setting is universal as such will be applicable to all active machine meters where the Count Method is Email (Automatic)
On the Machine/Meter the check box is flagged for 'Email Count Required'
At lease one contact must be flagged as 'Payable' and one address as 'Physical'.
To see the meter count run email batch message, this is stored in Messages.

Procedure

  1. From the Navigation panel, click Administration>Advanced>System Administration > Advanced > System Types then select "SERVICE"
  2. Select "WEB-PORTAL-COUNTS-ENABLED and " and set the Value Value to True

  3. Select Select "COUNT-COLLECTION-OVERRIDE-EMAIL" and set the Value to  an an email address to be displayed on the web page (e.g., workshop@storename.com.au 

    Note

    Contact Readysell Support to set-up the COUNT-COLLECTION-OVERRIDE-URL and set the Value to "https://<customer-code>.readysell.com.au/Counts/" ; <customer-code> is located in System Types>LICENSING

    ) 

  4. Click Save  Save

    * This setting is universal as such will be applicable to all active machines-meters where Count Method = Email (Automatic)

    * Your Email Batch Defaults email template for Meter Count Run may need changing to reflect the instructions for you customers to submit new count for this feature. Readysell Support can assist you in this process.

    A sample instruction email template :

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  5. From the Navigation panel, click Administration > Email Batch Defaults then select "Meter Count Run"

  6. Review the template to ensure anything in your instructions to your customers is accurate to reflect the new process.

    Expand
    titleClick here for an example...

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  7. Conduct a meter count run

    Info

    An example of email count copy request sent to customers

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Customer instructions on how to complete and submit a web-based count copy request form 

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