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Customer Reorder Reminders

  • 1.  Customer Reorder Reminders

    Posted 13 days ago
    The scenario is the customer buys consumables from us and we would like an automatic reminder after a number of days, weeks, months to follow up with them about reordering. Does anyone know of a built-in way, or an extension to do this?

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    Thank you,
    Drew Kipfer
    EMP Technical Group
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  • 2.  RE: Customer Reorder Reminders

    NAVUG ALL STAR
    Posted 13 days ago
    Drew,

    Have you thought of setting up To-Do Tasks for reminders? I don't now of any extension/APP that does this but your Partner can create one for you. You can also try to create your own using Power Automate.

    Thanks,
    Steve

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    Steven Chinsky
    Manager
    Wipfli
    Mansfield MA
    NAVUG/BC Programming Committee Member
    NAVUG All-Star, Granite Award Recipient, MCP, DCMP
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  • 3.  RE: Customer Reorder Reminders

    TOP CONTRIBUTOR
    Posted 12 days ago
    We did this for a client. It included a list of the items they used and where they were used. The customers get an email reminder on a varying schedule based on a code. The reminder can be used as an order form and faxed or emailed back.


    Sent from my T-Mobile 4G LTE Device






  • 4.  RE: Customer Reorder Reminders

    Posted 11 days ago
    Ron, Did you do this directly in NAV/BC?
    Steve, We are dabbling in Power Automate now. Would love to discuss at some point.

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    Dennis Quirk
    BluEdge
    New York NY
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  • 5.  RE: Customer Reorder Reminders

    TOP CONTRIBUTOR
    Posted 11 days ago

    Hi, Dennis.

     

    This is in NAV 2015, so all done in objects with Job Queue.

     

    Ron Ketterling

    Business Automation Specialists of MN, Inc.

    www.bautomation.com

    Phone: (763) 571-8580

    Fax: (763) 571-5504

     

    Realistic Solutions - The Right Mix of Technology and Practical Business Experience for Your Business

     

     






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