Sales
The Sales App in Lumytic manages the complete sales workflow from customer registration and quotation generation to order processing, invoice management, and payment confirmation. It enables seamless communication with clients and simplifies the entire sales cycle.
| Action | Audience | |
|---|---|---|
| Currency Exchange | This email is automatically sent daily to keep users informed about the latest currency exchange rates Sender : LUMYTIC | Sales Content : Provide details such as (Currency Name, and Updated Rate.) Button : labeled " Currency Exchange Details Request " which redirects users to the currency exchange page | The user who has enabled the sales notification flag |
| Customer Registration Request | This email is sent when the customer sign up Email (1) Sender : LUMYTIC | Customer Portal Content : Provide details such as( Company Name ,Country, Contact Name, Address and Phone) number Email (2) Sender : LUMYTIC | Customer Portal Content : Overview about Lumytic system | Email (1) : The user who has enabled the sales notification flag Email (2): customer |
| Approve Customer Registration Request | This email is sent when approve registration request or create customer account from customer page Sender : LUMYTIC | Customer Portal Content : Provide agent account credentials (username and password) Button : labeled " Sign In " which redirects customer the sign in page | Customer |
| New Order | This email is sent When customer create order Sender : LUMYTIC | Customer Portal Content : Provide details such as order number and agent company name, Button : labeled “Order Details " which redirects customer to the order details page | customer advisor |
| New Order from Quotation | This email is sent When customer create new order from quotation Sender : LUMYTIC | Sales Content : Provide details such as Order Number and quotation Number Button : labeled “Order Details " which redirects user to the order details page | customer advisor |
| Order Confirmation | This email is sent When customer click on confirm order Sender : LUMYTIC | Customer Portal Content : Provide details such as order Number , billing and shipping details Button : labeled “Order Details " which redirects customer to the order details page | Customer, order owner |
| Order Update | This email is sent when customer made an update on order Sender : LUMYTIC | Customer Portal Content : Provide details such as order number Button : labeled “Order Details " which redirects customer to the order details page | Customer, order owner |
| Order Cancel | This email is sent when the order is cancelled Sender : LUMYTIC | Customer Portal Content : Provide details such as order number Button : labeled “Order Details " which redirects customer to the order details page | Customer, order owner |
| Proforma Invoice | This email is send when user click on send proforma invoice Sender : LUMYTIC | Sales Content : Provide details such as order number, PI Number Button : labeled “Order Details " which redirects user to the order details page | Customer |
| Signed Proforma Invoice | This email is sent when the customer uploads the signed file Sender : LUMYTIC | Customer portal Content : Provide details such as order number, PI Number Button : labeled “Order Details " which redirects customer to the order details page | Order owner |
| Signed Proforma Invoice Confirmation | This email is sent when user click on approve signed file Sender : LUMYTIC | Sales Content : Provide details such as order number and PI number. Button : labeled “Order Details " which redirects user to the order details page | Customer |
| Proforma Invoice Memo | This email is sent when the user click send to the proforma invoice memo Sender : LUMYTIC | Sales Content : Provide details such as Order, PI , Memo Number Button : labeled “Order Details " which redirects user to the order details page | Customer |
| Signed Proforma Invoice Memo | This email is sent when customer upload signed file Sender : LUMYTIC | Customer Portal Content : Provide details such as Order, PI, Memo Number Button : labeled “PI Details " which redirects customer to the PI details page | Order owner |
| Proforma Invoice Payment | This email is sent when the bank swift is uploaded Sender : LUMYTIC | Customer Portal Content : Provide details such as Order, PI, Memo Number Button : labeled “PI Details " which redirects customer to the PI details page | Order owner |
| Proforma Invoice Payment Confirmation | This email is sent when the bank swift is confirmed Sender : LUMYTIC | Sales Content : Provide details such as Order and PI Number Button : labeled “Order Details " which redirects customer to the order details page | Customer |
| New Cancelation Order | This email is sent when cancelation order is created via customer portal Sender : LUMYTIC | Customer portal Content : Provide details such as Order Number, Agent Name Button : labeled “Cancelation order details " which redirects customer to the cancelation order details page | Customer |
| Cancelation Order Confirmation | This email is sent when cancelation order is confirmed Sender : LUMYTIC | Sales Content : Provide details such as Order Number, Cancelation Order Number Button : labeled “Cancelation order details " which redirects user to the cancelation order details page | Customer |
| Signed Cancelation Order | This email is sent when customer upload signed file Sender : LUMYTIC | Customer portal Content : Provide details such as Order Number, Cancelation Order Number Button : labeled “Cancelation order details " which redirects customer to the cancelation order details page | Cancelation order owner |
| Cancelation Order Complete | This email is sent when cancelation order is applied Sender : LUMYTIC | Sales Content : Provide details such as Order Number, Cancelation Order Number Button : labeled “Cancelation order details " which redirects user to the cancelation order details page | Cancelation order owner |