"When" event

Description

Someone creates a shipment

Triggers a notification whenever a shipment is created.  

Someone posts an update on a shipment

Triggers a notification whenever an update is received on the shipment. 

A shipment is approaching late

When the Approaching Late threshold for the customer on the shipment is breached, a notification will be triggered.

A shipment is running late

When the Running Late threshold for the customer on the shipment is breached, a notification will be triggered.

A customer is removed from a shipment

 Triggers whenever a customer is removed from any shipment. Add additional criteria the rule to specify which customers as needed.

A carrier is removed from a shipment

 Triggers whenever a carrier is removed from any shipment.  Add additional criteria the rule to specify which carriers as needed.

A shipment is added to an order

Triggers when a shipment becomes associated with a particular order. 

A shipment is removed from an order

Triggers when a shipment is dissociated from a particular order.

A shipment status changes

Triggers whenever the shipment status changes. Add additional criteria to determine which statuses or specific shipments should be monitored.

Someone edits a shipment segment

Triggers a notification when details are changed in the Details tab of a shipment for a selected segment of information. For instance, if you need to monitor shipments for anytime a PO# is added to the Customer block, you can select the Customer IDs segment when building the rule.

A tag is added/removed from a shipment

Triggers a notification when a tag that is defined in the rule is added or removed from a shipment.

Someone adds/updates a document on a shipment

Triggers a notification when a document is added to a shipment. Add additional criteria to specify that a notification should only be triggered for certain types of documents or entities who added the document. 

"When" event

Description

Someone creates an order

You need to be alerted any time an order is created in your tenant, or for the selected group(s).

Someone posts an update on an order

You need to know when an order is updated using the Post Update function under the Fast Action Button.

Someone mentions you/your group on an order

Enable this to make sure you receive a notification any time someone @mentions you by name, or a group you belong to within an order.

A carrier is added/removed from an order

If you need to monitor specific carriers that should be used to transport order contents, enable this notification to know when a carrier is added or removed, and you can then ensure the order is added to the appropriate shipment for execution.

An order is added to a shipment

You are tracking how orders are completed and would like to be alerted.

An order is removed from a shipment

You are monitoring when orders are removed from shipments to ensure they are completed on another shipment.

An order changes phase

You oversee adding required documentation to orders when complete, so configure this notification to alert you when orders move from the Ship phase to the Bill phase.

Tags are added/removed from an order

If your organization has a tagging system for orders, enable this notification to see when tags are added and removed. Works for any tag that has been created in your tenant.

Someone edits order details

Select a specific category from the list of options to be alerted when certain order details are changed.

Someone adds/updates a document on an order

You need to be alerted when order documentation is updated, perhaps to complete the invoicing process with your customer. This includes the notification of a BOL being added to the order. 

"When" event

Description/Example of use

Inventory is placed on hold

Triggers whenever inventory is placed on hold.

Inventory is released from hold

Triggers whenever a hold on inventory is released.