In Ollie Logistics, you can create Customer Groups to alert you and your team if a customer in their corresponding group does not order in a specific amount of time.
For example, you can create a Customer Group called "Orders Weekly" and set the order alert to send a notification to the corresponding sales rep when any customer in the group hasn't ordered in a week.
1. Create Customer Groups and Order Alerts 👤🚨
Go to Customers > Customer Groups and click the New Customer Group button. Enter the name of your Customer Group (ex. "Orders Weekly"), select the Create an order alert button, and enter your desired time period in the "Alert sales rep if customer in this group does not order in" section (ex. "Orders Weekly" would be 1 x Weeks). Click Save.
2. Organize your customers into Customer Groups 👥 🗄
Next, go back to your Customers tab and select List. You can now go through your customers list and add them to their corresponding Customer Group.
Tip: instead of going through each customer individually, utilize the batch actions feature to add groups of customers to their corresponding Customer Group. Sort your customers using the existing filters (type, warehouse, territory, sales rep) or sort them by searching for key words in the search bar. Select your customers using the check boxes (either individually or select all customers using the top check box), and select the Add to Customer Group button located under the Batch Actions menu.
3. Ensure you've assigned a sales rep to each customer 👩🏻💼👨🏽💼
On your Customers list, edit a customer by clicking Actions > Edit. Under Customer Info, select a sales rep from the drop-down list.
Note: Order Alerts will only be sent to the sales rep linked to a customer account.