Alert Customers When Their ADC Quote Is Ready to Order Using Quote’s New Emailing Option (8/13/24)

A new option is available in agile Quote that allows users to send an email notification to customers when their quote is ready to convert to an order in Acuity Distributor Center (ADC). From the ADC tab in Quote, when you click the Approved for Convert checkbox, a new dropdown menu will appear. From here, select the email of the customer you would like to notify, and click Send.

Don’t see your customer listed? Try these steps: 

Make sure you have added an ABL Distributor from the Customers tab, and that they are selected from the Cus Std Qte dropdown field in the quote’s header, then press Save. You should now see your customers listed in the dropdown field under the ADC tab. 

If you are still not seeing your customer listed, you can also type in their email address into the dropdown field. 

Don’t forget to click Send.