BPM for Sage 200 - Automated Order Confirmation

What does this Task do?

Every time an order is placed on the system an order confirmation is automatically sent to the customer.

What are the business benefits?

Automating this process provides the following benefits:

• Provides a perfect audit trail for each order.

• Improves customer service by immediately responding to order receipts.

• Frees-up staff to do other tasks, instead of manually producing and sending order confirmations.

• Provides the Sales Team with access to all email correspondence for customers.

How was the Task created?

The automated Task was created by simply dragging and dropping the following Tools onto a Task Plan:

MS SQL Server Trigger This Event Tool was used to create the first Step in the process that triggers the Task to run when a new order is received.

Database Query (ODBC) This Input Tool was used to create the second Step in the process that queries the database for the new order and customer details.

Format As HTML This Format Tool was used to create the third Step in the process that merges the order details into a table.

Send Message (SMTP) This Output Tool was used to create the last Step in the process that sends an order confirmation email to the customer, incorporating the table listing the order details.