Email notifications for proposal with Net terms

Overview

The Net terms (purchase order) flow allows the creation of a proposal for a set time period (default 30 days). The contract and delivery can be initiated immediately with later payment.

Email types for proposal with Net terms

When a new order is placed in the CPQ app through an API call, the 2Checkout system logs it and if the order contains the B2B flag in the sales_additional_informations table, then the events that will take place are as follows:

1. The email type - PO_Upload_B2B - is sent via SellTo.

• The content of the email contains the link to download the PDF document and the Account Manager e-mail where the signed PDF document needs to be sent.
• A PO_Upload_B2B email type is added and will be visible in our system under the Customer email section, as well as in the Merchant Control Panel, under Shopper emails → Order tab.
• A PO_Upload_B2B email type is displayed in the Merchant Control Panel only if the CPQ feature is enabled on the merchant’s account.

2. In the CPQ app, the salesperson has a link per opportunity to the Purchase Order (PO) flow Upload page to upload the signed document.

• When uploading the signed documents on the Upload page using the Choose file option, the salesperson can also insert an internal PO number in the additional text box. This will overwrite in the purchase_order table and will become the purchase order internal number.
• Upon upload of the signed PO document, 2Checkout will review the order and when this is approved in our system, the PO order is automatically marked as approved.
  • A PO_Finalize_Payment_B2B email type is sent to BillTo.
  • A PO_Finalize_Payment_B2B email type will be added and will be visible in the 2Checkout system under the Customer email section, as well as in Merchant Control Panel, under Shopper emails → Order tab.
  • A PO_Finalize_Payment_B2B email type will be displayed in the Merchant Control Panel only if the CPQ feature is enabled on the merchant’s account.

3. The Net X Terms flow sends a follow-up payment email type - PO_Status_Changed_B2B - to BillTo until the purchase order is paid.

• PO_Status_Changed_B2B sends notifications for three scenarios:
  • Payment is due in 7 days
  • Payment is due in 1 day
  • Order canceled due to net payment terms expiration
• A PO_Status_Changed_B2B email type will be added and will be visible in the 2Checkout system under the Shopper email section, as well as in Merchant Control Panel, under Shopper emails → Financial tab.
• A PO_Status_Changed_B2B email type will be displayed in the Merchant Control Panel only if the CPQ feature is enabled on the merchant’s account.