RanceLab Software User Help

Main Menu > Settings > SMS and Email Settings > SMS Business Alert (T > M > A)

Business Alert is used to inform the Customer, Supplier etc. about a particular transaction.

Here you can set various detail about the business alert for which you want SMS alerts.

Fields available are follows:

Note: Before using this module, attach mobile numbers with your Customers, Account Holder, Suppliers etc.

Required a Payment link to be sent on SMS / Email

Scenario:

Required a Payment link to be sent on SMS / Email using the Payu API.

 

Solution:

In Location Vendor Setup: Add two more parameters in PayU EDC Setup

•email_template_id

•sms_template_id

 

Final JSON will be:

{"merchantKey": "uzsRcu", "merchgantSalt": "yk3jBJtP", "baseurl": "https://test.payu.in/", "payment_endpoint":"_payment", "status_endpoint":"merchant/postservice.php?form=2", "posexpirytime":"3600", "station_device": [{"station": "server", "posdeviceid": "G200WV15636"}, {"station": "bo1", "posdeviceid": "G200WV15637"}], "productinfo":"Rancelab", "email_template_id":"1517", "sms_template_id":"1518"}

 

On Print Bill in Tender Screen if payment is pending then it will send the payment link on SMS and Email.

 

Similarly, When you select "Cash On Delivery" Mode of payment on tender , it will also send the payment link on SMS and Email.

In Dispatch Home Delivery (S-T-L ) report - Added a button “SMS Pmnt Link (Ctrl + L)”

For Mode of Payment is Cash On Delivery ,you can send the Payment link on SMS / Email from here.

Note:You can design the Email Template. Design details will be shared by the PayU team.

 

Store Bill Image file in Bucket instead of FTP

At present for SMS of Bill link, we store bill image in FTP server for all customers, at a time lacs of image files piled up in the server, so we have to remove these files manually. Now we will use Bucket instead of FTP to store files

 

Suggestion:

we can also keep the Fr6Share folder files here, which can be auto sync to all branch servers in a multi location structure.

Require Bill on SMS at the print bill button functionality

In SMS Business Alert (TMA) - add one item to Report list "Touch POS Bill print Link."

It will send a bill-link SMS on bill printing using Print Bill button like Sale link SMS.

 

SMS on Bill to be activated while accepting HD order

Now 'Sale Link' SMS can be used for HD-app sale transactions.

 

Example: Activate the Sale Link SMS at SMS business alert. Then place an order from HD app. kot popup will come to the FusionResto.Click on the Print KOT button. Now on accepting HD order, the Sale Bill SMS link will be sent to the customer’s mobile no.

 

Driver Assignment on Home Delivery

When we assign deliveries to the driver in FR, send SMS to Driver with following details.

 

Example: Let’s say a driver is assigned with three deliveries 3 SMS will be sent to the driver as under

 

Order # 2020/5/12 <MEMO-ID>

Amount: 1189 (COD) <MEMO-AMOUNT> “COD IF UNPAID, PAID IF PAID”

Customer: Ramesh <CUSTOMER-NAME>

09876543210 <CUSTOMER-MOBILE>

https://goo.gl/maps/AzHqESGvFkuaGiYb9 [^] <CUSTOMER-UDF-FIELD>

 

Order # 2020/5/14

Amount: 296 (paid)

Customer: Suresh

09876543211

https://goo.gl/maps/wLKckqjDV7p4AufZ8 [^]

 

Order # 2020/5/22

Amount: 439 (cod)

Customer: Mahesh

09876543213

https://goo.gl/maps/BKYmz8SQ8vQTQ45f7 [^]

 

 

To achieve Added in SMS Business Alert:

HD - Assign Driver to Driver

 

Following Tags are added as below:

•Memo-No

•Amount

•Payment-Status

•Salutation

•Customer-Name

•Memo-Date

•Location

•Customer-Mobile

•Vehicle-Name

•Estimated-Time

•UDF1

•UDF2

•UDF3

•UDF4

•UDF5

•UDF6

•UDF7

•UDF8

•UDF9

•UDF10

 

It will throw this SMS to the Driver when he is assigned.

 

Recall Customer: Gift Voucher Assign, Discount Coupon Assign

Scenario:

We want to Assign any gift voucher or Discount Coupon for some customer who has not come for many days.

 

Example:

Sometimes we can see that some customer has not come since 2-3 month in any retail shop or restaurant, For that reason any retail shop or restaurant can distribute discount Coupons or gift Vouchers for a revisit.

 

Solution:

     We will create it through gift Voucher(M-I-G) and Discount Coupon master (M-I-D).

 

Gift Voucher Assign:

●In Customer Wise sales(S-A-S), added a button (Ctrl+G) Assign Gv.

●Using this button, you can assign the gift voucher to customers in bulk by filtering report on last visit days column.

 

Discount Coupon Assign:

●In Customer Wise sales(S-A-S), added a button (Ctrl+D) Assign DC.

●Using this button, you can assign the discount coupon to customers in bulk by filtering report on last visit days column.

 

Now an SMS will be sent to the customer with the GV Name and No with validity date, like: "You have received gift voucher No: xxxxxx worth Rs.100 valid for three days."

 

In SMS Business Alert(TMA) - add two options in Report list

•Gift Voucher

•Discount Coupon

 

eReceipt - Bill on SMS with Permanent Link for later retrieval.

Scenario:

Need to send eReceipt - Bill on SMS  with permanent link for later retrieval on customer mobile as soon as the transaction is complete.Similar to thank you messages we send after finishing the transaction.

                 

Solution:

●Added an option in Sales Windows Print Option  

“Format File for SMS Link: single select.”

●In SMS business alert one report as “Sale Link”  has been added.

●If the transacted customer has an associated mobile number, then the link will be sent automatically if we set “Auto” in the “To” field.

 

Required a Variable for Driver Mobile No for home delivery SMS alert related to Assign Driver.

In SMS Business Alert ( T M A ), a new variable “<Driver-Mobile>”  for driver mobile number had been added in the SMS content.

 

Require approval system in Stock Transfer Indent

●In Stock Transfer Indent option ( W T I ), an option is added:

○Activate Approval = No / Yes

● In Stock Transfer Indent Register ( W R I ), two buttons are added:

○Approve

○Reject

●In both SMS Business Alert ( T M A ) and Email Business Alert ( T M B ), Two new reports are added:

○Stock Transfer Indent Approved

○Stock Transfer Indent Rejected

 

Note: Stock transfer challan will not be generated against Indent if it is not approved.

 

Need MOP Variable in the Business Alert (Sale)

Scenario: A super store sales goods to the representative of a customer.

The transaction is settled either in cash or credit based on verbal communication from the representative.

The SMS is automatically sent to the customer with bill number and amount to inform her about the transaction done on her behalf.Now it is required to include mode of payment in the SMS to avoid any confusion between credit sale or cash sale.

Solution: Added a variable in SMS Business Alert <MOP>. This variable will return the value like in the following format MOP1: Value, MOP2: Value.

Example: Cash:300, Credit Sale: 650

 

SMS Notification on Bill Modification Or Discount

Scenario: The management may want to get an SMS if someone modifies the bill or apply the manual discount.  

 

Solution: In SMS Business Alert (Main > T M A), two new options has been added in report list

●Sale Modification

●Sale Discount

Also added a column “To” in report to send SMS notification to pre-defined mobile numbers. SMS will be sent to the mobile no. defined here. If this field is blank, SMS will be sent as per default setting.

Sale Modification (Available only in STS).

SMS should be sent on re-open and modification of bill. The following tags are available for use in SMS string.

 

 

Sale Discount (Available in STS and STT)

SMS will be sent for any kind of discount , for example  Card Discount, Manual Discount ,Price List Discount, Other Discount etc.  SMS will be sent after saving or finishing the bill. The following tags are available for use in SMS string.