How to Send Shipping Confirmation Email to Customer

Q - How do we send a shipping confirmation email in Elliott?

A - There are two methods, depending on whether you wish to send from Elliott or from your shipping manifest system. The following are the pros and cons:

  • Send Shipping Confirmation from Elliott
  • Pros: (1) You will be able to send the email with the line item detail of the order. (2) You have better control over who will receive the email.
  • Cons:  (1) You will resolve the infrastructure of sending emails through Elliott.  If you are using Elliott V7.5, then you need to make sure MAPI is supported without triggering a warning message. For more information on this subject, please refer to the document in \Elliott7\Doc\OLSecUpd.pdf. (2) You might want to automate this task through Elliott Deferred Processing, which is an additional task you need to set up and ensure that it is running overnight.
  • Sending Shipping Confirmation from Shipping Manifest System
  • Pros: Once it is set up properly, the sending of the email is done by the backend servers, so there's nothing you need to do.
  • Cons: You can't send the line item detail of your order.  So when your customers receive the shipping confirmation, all they know is that something from your company is coming and the tracking number. But they don't know the content.

Using eContacts
Regardless which method you are going to use, you will need to set up eContacts for each one of your customers. To set up eContacts, go to Customer File Inquiry or Maintenance, and click on the eContact icon (looks like a person's head) on the tool bar. This is the place where you can add the contact email address for the customer.  See sample screen below.

You can have multiple eContacts for a customer.  By default, the primary eContact will receive the shipping confirmation email.

Sending Shipping Confirmation from Elliott
During creation of a sales order, you may click on the eContact icon, which brings up a list of potential eContacts from the customer, ship-to or salesman that can become the order e-Contact. In Elliott Global Setup -> Order Header Screen, you can configure the system to copy the primary customer eContact to become the order eContact by setting the following flag to "Y":
    2. Copy Customer Primary Contact and Send Email?
Then you can override this order eContact on an order-by-order basis through the user interface shown below:

If you choose not to assign an order eContact, then the customer primary eContact will be used to send a shipping acknowledgment email.

Commercial Shipping Manifest software Starship already has a built-in integration with Elliott.  It will write the tracking number to Elliott Order Notes as follows:

You may also ask your UPS or FedEx technician to manually integrate with the Elliott system and create this note through their corresponding manifest systems (i.e., Worldship for UPS and Ship Manager for FedEx).

Ship Via Code Setup
You need to make sure your ship via is configured properly for Elliott shipping confirmation email to send.  Go to Elliott -> A/R -> Maintenance -> Ship Via File Maintenance. Bring up the ship via codes that you want the shipping confirmation email be sent.  You will need to change the following flag to "Y":
    9. Prt on Manifest Reprt & Trk# on Email
See sample screen below:

Sending Shipping Confirmation Email
In Elliott -> COP ->  Processing -> Pick/Pack Tickets & Ship Labels -> Print -> Shipment Email, you can choose to send a shipment acknowledgment email either by order or posted invoice, depending on your preferred procedure. The Elliott system will find the proper orders or invoices with the tracking note above, then send the shipping acknowledgment email as follows:

Sending Shipping Confirmation Email from Shipping Manifest System
To key to get this to work is you will need the email address saved in a field that's accessible to your shipping manifest system.  Most likely, this will be a field in the Elliott COP Order Header table (CPORDHDR).

To get this to work, you should go to Elliott Global Setup -> System -> eContact Manager, and answer the following flag:
   10. Copy eContact E-Mail to Order ?
Set the value to:
    N = Do Not Copy Email Address
    1 = Copy Primary eContact Email Address to Order Comment 1
    2 = Copy Primary eContact Email Address to Order Comment 2
    3 = Copy Primary eContact Email Address to Order Comment 3
We suggest that you set this value to "3" since Order Comment 1 & 2 might be used for other purposes.

Then during order entry, you will find that the customer's primary eContact email address populates the Order Billing Screen comment 3 field.

When you set up the ODBC mapping with Starship, Worldship or FedEx Ship Manager, you will map CPORDHDR.ORDER_COMMMENT3 to the corresponding shipping acknowledgment email address.

As previously mentioned, using this method is relatively easy to automate.  But Starship, UPS Worldship and FedEx Ship Manager can't send the detail line item information on their shipping acknowledgment email.  In addition, the system will send the email to the primary eContact unless you manually override the order comment field to the alternate recipient's email address.

Alternative method
Above method shows the default method of sending shipping confirmation email through eContacts on the sales order.  There is an alternative method you may wish to investigate further.  See the following knowledge base article for more detail:

Customer Order Processing

  1. CP0000 Customer Order Processing Overview
  2. Common Reasons Why Pick Ticket Does Not Print
  3. How Do You Purge Quote Type Orders?
  4. Order Lookup by Customer and Ship-To
  5. Btrieve Error USE on COP Lock File
  6. How to Send Shipping Confirmation Email to Customer
  7. Order Inquiry Searching by Customer's PO (Purchase Order) Number
  8. Can We Turn Off the Ability for Users to Enter Orders for a Customer on Credit Hold?
  9. How Do I Remind Salesmen to Send Order Acknowledgment?
  10. Is There a Way to Export and Import Price Code Files?
  11. Can a Credit for Kits on an Order Return Components to Inventory?
  12. How to Add System Date and Time on Laser Pick Ticket
  13. What Triggers the Billing Edit List to Display an O/S Instead of Quantity in the Back Order Field?
  14. How to Subscribe to Add Order Event So I Only Receive E-mail When Credit Memo Is Created
  15. Manually Changed Sales Tax and Commission in Billing Screen Recalculates Again During Billing Selection
  16. Can Item Lead Time Be Added to the Sales Desk Screen?
  17. All of a Sudden COP Open Order Report Takes Forever to Complete
  18. Purge COP Sales Order with No Line Item
  19. The Top Barcode Will Not Scan on Pick Ticket
  20. Invoice Only Prints First 10 Characters of Purchase Order Number
  21. Why Would Invoice Balance Due Field Be a Credit?
  22. Open Order / Invoice History Inquiries GUI Windows Show No Column or Data
  23. Can the 'Design Your Own Picking Ticket' Feature Print in Pick Sequence?
  24. How to Lock a Sales Order from Being Changed
  25. What Do I Do With "Invoice Printed But Not OK" Orders?
  26. Warn Users When Entering COP Orders for Items Below a Certain Margin
  27. Can Elliott Support Gift Cards or Gift Certificates?
  28. How to Stop Changing Sales Order with Shipment Tracking (Starship) Note
  29. Received Message "Must Run COP Setup First"
  30. What Are CP3HSxxx.BTR Files? Can We Delete Them?
  31. Restrict User from Changing Price in COP Line Item Screen
  32. How to Determine Who Receives Shipping Confirmation Email
  33. How to Create Invoices and Credit Memos Without Updating Item Quantity through Phantom Invoice
  34. Feature - Print Outstanding Transfers Through Invoice Edit List
  35. Feature - Date Used to Determine Price When Adding Item to Existing Order
  36. Feature - Order Release Time by Warehouse Location
  37. Newly Received Items Inquiry Not Showing Proper Column as Labeled
  38. Credit Memo with Qty Return Will Reduce Qty Sold in Sales History
  39. Feature - Order Release Log File
  40. Feature - F7 to Print Duplicate Invoice in Invoice History Inquiry
  41. Feature - Receive COP Transfer Order Event
  42. Feature - Location Mask Added To Label File Name
  43. Feature - Support for Minimum Price Changes in Future Price Maintenance and Import
  44. Feature - Added Customer Type to Invoice Print Programs
  45. Feature - Order Acknowledgment Email Contacts
  46. How to Correct Wrong Invoice Date Once It is Posted
  47. Feature - Show Previous Qty OH in Newly Receive Inquiry
  48. Feature - Order Line Item Screen to Prompt WO Type, Buffer Days and Lead Time
  49. Feature - Add Selection Criteria to Print Duplicate Invoice Screen
  50. CP07S1 Customer Order Processing Backorder Audit Trail Report
  51. CP0102 Customer Order Processing Copy Order
  52. CP0308S1 Customer Order Processing Purge Invoice History
  53. CP0400M Customer Order Processing Order Inquiry
  54. CP0400V Customer Order Processing Void Invoice
  55. CP0406 Customer Order Processing Freight Calculation Inquiry
  56. CP0500 Customer Order Processing Sales History Processing
  57. CP0501 Customer Order Processing Sales History Trx Processing
  58. CP0502 Customer Order Processing Post/Purge Sales History Trx
  59. CP0200 Customer Order Processing Print Pick/Pack Tickets and Ship Labels
  60. CP0300 Customer Order Processing Order Billing
  61. CP0503 Customer Order Processing Sales History Reports
  62. CP0504 Customer Order Processing Sales Analysis Reports
  63. CP0507 Customer Order Processing Sales History Period File Maintenance
  64. CP0600 Customer Order Processing Order Status Reports
  65. CP0800 Customer Order Processing COP Setup
  66. CP0701 Customer Order Processing Fill Backorders
  67. CP0901 Customer Order Processing Price Code File Maintenance
  68. CP1001 Customer Order Processing Ship-To File Maintenance
  69. CP01012 Customer Order Processing Newly Received Item Inquiry
  70. CP1101 Customer Order Processing Product Cat/Loc Acct File Maintenance
  71. CP1200 Customer Order Processing Mass Price Change
  72. CP1400 Customer Order Processing Price List Report
  73. CP1600 Customer Order Processing Clear I/M & A/R Accumulators
  74. CP1700 Customer Order Processing Invoice History Inquiry
  75. CP1720 Customer Order Processing Invoice History Report
  76. CP1725S Customer Order Processing Print Duplicate Invoice
  77. CP1800S1 Customer Order Processing Purge Line Item Audit
  78. CP1900 Customer Order Processing Line Item Auditing Inquiry
  79. CP1920 Customer Order Processing Line Item Auditing Report
  80. CPCDPSCN Customer Order Processing Customer Delivery Performance Report
  81. CPCMSMNT Customer Order Processing Sales Commission File Maintenance
  82. CPCNLORD Customer Order Processing Cancel Order
  83. CPCNLPIC Customer Order Processing Cancel Picking Ticket
  84. CPCONMNT Customer Order Processing Contract Pricing
  85. CPCUSITM Customer Order Processing Customer Item File Maintenance
  86. CPCWLPSN Customer Order Processing Purge Customer Wish List
  87. CPCWLSCN Customer Order Processing Customer Wish List Report
  88. CPEXPMNU Customer Order Processing Sales Order Export
  89. CPFUTMNU Customer Order Processing Future Price File Maintenance
  90. CPIMPMNU Customer Order Processing Sales Order Input
  91. CPISSULS Customer Order Processing Issue Serial/Lot Component Items
  92. CPOLSMNT Customer Order Processing Order Serial/Lot File Maintenance
  93. CPOPNSSN Customer Order Processing Open Orders by Salesman Report
  94. CPPAYSCN Customer Order Processing Payment History Report
  95. CPPICMNU Customer Order Processing Pickup Processing
  96. CPPORGSN Customer Order Processing Generate P/O Reference
  97. CPPURSDQ Customer Order Processing Purge Sales Desk Quote
  98. CPQCMMNT Customer Order Processing Quotation Comment Maintenance
  99. CPR01MNT Customer Order Processing User-Defined Code Maintenance
  100. CPR02MNT Customer Order Processing User-Defined Code/Year File Maintenance
  101. CPR03MNT Customer Order Processing Customer User-Defined Code/Year File Maintenance
  102. CPRECMNU Customer Order Processing Recurring Order Processing
  103. CPRESORD Customer Order Processing Release Held Orders
  104. CPRMEMNU Customer Order Processing Print RMA Acknowledgement
  105. CPROIMNU Customer Order Processing Recurring Order Inquiry
  106. CPSBMENU Customer Order Processing Shipment Confirmation
  107. CPSETCUS Customer Order Processing Reset Customer Sales/Cost
  108. Feature - ACH Warning When Changing Order Terms
  109. CPSLSDSK Customer Order Processing Sales Desk
  110. CPFRMMNT Customer Order Processing Invoice Form Setup
  111. Feature - Transfer Qty On Order Status Reports
  112. Feature - Shipping Verification Item Event
  113. Why Does the Sales Order Date Not Match the Entered Date?
  114. Change – Add Salesman No. to Open Order Report by Customer, Change CSV Order of Fields
  115. Feature - Purge WMS Staging Batches
  116. Feature - Sales Order Import Line Item Event
  117. SCLAYOUT Sales Desk Change Customer Data Window
  118. SDLAYOUT Sales Desk Screen Layout
  119. XCP0352 Customer Order Processing Print Invoices
  120. Global Setup for Invoice Printing Time Release Flags
  121. Feature - Order Ship Status Auditing Report
  122. Feature - Check for Duplicate PO During Sales Order Import
  123. Feature - Print Staging Slip by Range Selection of Bin Numbers
  124. What's The Bar Code Symbology Used on Pick Ticket Heading Area?
  125. My Users Are Not Able to Void COP Invoice After Elliott Update
  126. Feature - Display Usage of Item Customer Usage from Inventory Transactions
  127. Feature - Sales Order Import To Warn If Sales or Weight Greater Than Certain Value
  128. Close Transfer Order Requires Resetting ATP and Qty. on Order
  129. Feature-Change EDI Flag in Order Entry
  130. Feature - Control Packing List Print Depending on Work Order Creation
  131. Feature - Sales Promotion Desk
  132. Feature - Staging Slip Ability to Select Only Order With or Without Work Order
  133. Feature - Stock Analysis Processing
  134. Feature - Cancel and Close Order Option Added to Cancel Pick Ticket Application
  135. Feature - Ability to Process Shipment Verification Over Multiple Days If Using Billing Selection
  136. Security Flag to Allow User to Change COP Incomplete Order to Complete
  137. Feature - Added Payment Inquiry Option to Order/Invoice Inquiry Applications
  138. Feature - Ability to Change EDI Import Path
  139. Feature - Two-Location Support In Sales Desk
  140. Feature - Print Packing List by Box Number
  141. What Do the Statuses Mean on the Order Inquiry Screen?
  142. Feature - Added “Show Customers with Pending Payment Only?” to Release Held Order with Filters
  143. Order Already Shipped. Cannot Be Cancelled Until Shipment Cancelled
  144. Feature - Auto Release Held Order Utility
  145. What Other Programs Can Update Order Date Picked Field?
  146. Feature - Added "Put Away Slip" Section to Staging Slip
  147. Feature - COP Custom Product Structure to Show Price & Cost
  148. Feature - Not Allowing All Customers When Printing Pick Ticket
  149. Feature - Restrict Access to the Open Credit Field in the Order Payment Window
  150. Feature - Add First Line Bin Number Sort to Picking Ticket
  151. In Order Line Item Screen, Got Message "Qty Available Had Changed While You Enter This Line Item"
  152. Feature - New Summary Area for Open Orders by Customer / Fill Back Orders by Customer Report
  153. Suggestion to Implement PDF PostOffice Invoice Based on Invoice History
  154. Why Order Taxable Flag Does Not Change After Customer Taxable Flag Is Changed
  155. How to Export Price Codes to CSV File
  156. How to Create Credit Memo from Invoice History
  157. Feature - Drop Ship Enhancement
  158. Feature - Negative Discount Percent Support
  159. Automatically Create Invoice History Summary by Date Through Defer Processing
  160. Feature - Option to Include Salesman 2 and 3 in the Order Edit List CSV File
  161. Feature - Replacement Sales Order Import to Keep Changed Promise Date
  162. Suppress Nothing in Range Message with Laser Order, Quote and RMA Acknowledgement
  163. Feature - How to Not Update Previous Tracking Note in Shipment Data Update
  164. Feature - Shipment Data Update Event
  165. Feature - Override or Filter Invoice Form Number
  166. Feature - Create ASN Label Records in Order Inquiry
  167. Feature - Print One Invoice with Form Selection

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