SMS Templates

Field

Description

Form

List of forms that an SMS alert can be created against. Options available;
- Debtor Maintenance
- Sales Orders
- Sales Quotes

To

Which contact is the SMS alert to be sent to.
All alerts are sent to a contact in Jiwa, they can be either a specific contact against the Debtor account or the Delivery Address contact on a sales order or quote.

The available options change depending on which form you are wanting to create your alert from.

Contact Position

Drop down selection of contact positions.

This option is only enabled when the To option is set to Contact Position.

When a contact position is selected then the SMS alert is sent to all contacts against the Debtor account that are linked to this position.

Exclude Debtor Accounts

Flags that allow you to exclude Debtor accounts that have been flagged as On Hold or made inactive.

You can also set a minimum balance so that alerts are not sent out if the Debtor has exceeded it's trading terms by small amounts.

Enabled

SMS templates can be created but will only send out alerts when flagged as enabled.

Automatic

When this flag is ticked the SMS is sent out automatically based on the selected trigger selected.

Trigger

Drop down option of available triggers for sending out SMS alerts based on the form selected.

The following triggers are available for each form.

Debtor Maintenance
- Credit Limited Exceeded,
- Overdue Due Balance,
- Period 2 Balance, and
- Period 3 Balance

Sales Order Entry Form
- On Initial Save,
- Consignment Note Entry, and
- Sales Order Processing

Repeat Settings

Option to have an SMS alert go out each hour, day, week or month if required.  This is useful if for example you want an alert to go out each day until the customers overdue invoices have been settled.

Form

Standard Tokens

Debtor Maintenance

• Debtor account no

• Debtor name

• Debtor contact first name

• Debtor contact last name

• Debtor account credit limit

• Debtor account current balance

• Debtor account overdue invoice balance (based on invoice due date)

• Debtor account period 2 balance

• Debtor account period 3 balance

Sales Quote

• Quote no

• Quote customer order no

• Delivery contact first name

• Delivery contact last name

• Debtor contact first name

• Debtor contact last name

Sales Order

• Invoice no

• Sales order customer order no

• Delivery contact first name

• Delivery contact last name

• Debtor contact first name

• Debtor contact last name