Institution | Initialisation | Documents to send
- Gianni PISANO
Prerequisite: Configure/check your Document types
Aim Define what documents (emails or PDF attachments) must be created by type of sales channel and by action type.
Please note
If you need to define documents to send by specific sales channel you should then directly use Organisation | Initialisation | Documents to send
This screen will work at sales channel type only (so impacting all sales channel with the same type, box office, phone, ecc.)
SALES CHANNEL TYPE | ACTION TYPE | DOCUMENT TYPE | QUANTITY | TICKETS | TICKET SHIPMENT MODE |
|---|---|---|---|---|---|
Sales channel type on which this document is configured to be created | The action that triggers the document creation. In sales process with target groups, "Option" covers both pre-request and requests. | Is the document to be created for the sales channel type and the action type defined before. This document can be found in Document types. Not all documents are available for all action types. Each action type is linked to a set of class of documents. Example:Â invoices can be associated to action type SALE, but not to action type OPTION (because an invoice cannot be created from an option). When you add a rule by clicking on "Add Document", selecting the Action type will pre-select available documents in the corresponding drop-down list. | Quantity of documents created and delivered. | The document can be sent with or without tickets. In most cases, documents are not sent with tickets. Select "with" only if the document is physically sent with tickets (example: if an invoice is put in envelop with tickets when shipped to customer). | Shipment mode of the document. |
Click on an existing line or add a new document to set all the information as shown below:
