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Notifications

Parties hear when a credit bill is made, a payment comes in, or an order is confirmed or dispatched. They also hear when a bill falls due or a cheque bounces. The owner gets the day's summary each evening. Email and the in-app inbox need no set-up; WhatsApp and SMS use your message credits.

PLANSEvery plan

Compare plans How it works

The problem it solves

Parties say they never got the bill, and the due date passes while the bill sits in a drawer.
Customers phone to ask whether the goods have left and which transport has them.
The owner learns the day's sales and collections only by calling each shop at night.

How it works

Something happens: a credit bill is posted, a payment is recorded, or an order is confirmed. Or goods leave on a challan, a cheque bounces, or a hold is decided.
The event finds its people: the party on the document and the person who asked for the approval. Also the approvers of the next level, and the Trade Managers of the Entity.
A message to a party goes on the first channel that reaches it: WhatsApp, else SMS, else email. Parties with a portal login also see it in their inbox.
Your staff get their notices in the back-office inbox and the SmartMy Trade app, and by email.
Every message leaves a line in the Delivery Log, with the reason when it could not be sent. An administrator can switch an event off, change its channels per Entity and change the wording.

Everything it does

To parties (every plan)

Bill Sent: a credit bill is posted; the amount, the due date and a link to the bill. Not for bills paid at once
Payment Received: a payment from the party is recorded; the amount, with thanks, and what is still due

To parties (Growth and Scale)

Order Confirmed: the order number, amount and expected date
Goods Dispatched: the challan, transporter, vehicle and LR number
Payment Due Soon: once, a set number of days before a bill falls due (3 to start with), every morning's run
Payment Overdue: a bill unpaid past its due date, then again every week until it is paid
Cheque Bounced: the amount, the reason and the bounce charges

To the owner and your team

Owner's Daily Summary: every evening at 8 pm (India time), to the Trade Managers. It has sales, collections, purchases, dues and low stock per shop; WhatsApp or email, plus in-app (every plan)
Request Waits for Your Approval: to the approvers of the level, for holds and indents; email and in-app (Growth)
Hold Decided: to the person who asked, when a held bill, order or purchase is approved or rejected; email and in-app (Growth)
Quality Check Failed and Non-conformance Decided: to the quality managers, and to the person who raised it (Scale)
Asset Warranty Ending, Maintenance Contract Ending, Insurance Ending: 30 days before, to the person looking after it; email and in-app (Scale)
Asset Given: Please Acknowledge and Asset Taken Back: Please Confirm: to the staff member; email or in-app (Scale)
Asset Hand Back Asked, Asset Not Received and Asset Handover Disputed: to the Incharge who gave it or the Asset Managers (Scale)
Store Request Sent, Store Request Rejected, Purchase Request From the Store: in-app (Scale)

Channels and delivery

Channels: email, in-app, SMS and WhatsApp. App push is built into the SmartMy Trade app and is switched on once the app is in the stores
WhatsApp and SMS are sent from your message credits, with templates approved for them
Messaging by plan: email and in-app in Starter; SMS from Growth; WhatsApp from SmartMy's numbers in Scale; your own WhatsApp number as an add-on
Delivery Log: every message with its status and, when not sent, why; Retry and Cancel for administrators

People's own choices

Every Trade event is a work message: it goes out at once, at any hour
A person or party can switch off a channel for themselves, such as SMS; the event itself cannot be switched off by them
In-app notices always arrive

Who uses it

Party (customer)Gets bills, receipts, order and dispatch news, due reminders and bounced cheque notices.

Owner or Trade ManagerGets the daily summary, requests to approve and quality alerts.

AdministratorSwitches events and channels per Entity, edits the wording and checks the Delivery Log.

Where you use it

Web: each user's inbox; Notifications > Delivery Log, Analysis and Configuration
Customer portal: the party's notices and the bill the link opens (Growth)
The SmartMy Trade app: the inbox for your staff (built and in testing, not in the app stores yet)

What you control

Settings

Per event: on or off and its channels, for everyone or per Entity
Remind Days Before Due: 3, in Trade settings (Credit Control)
Overdue reminders: every week until paid (fixed)
Daily summary: every evening at 8 pm India time (fixed), to every Trade Manager of the Entity

Questions

Does every party get a WhatsApp message for each bill?

Only credit bills are sent, on the first channel that reaches the party: WhatsApp, then SMS, then email. Cash bills and the walk-in cash party are not messaged.

Can a party stop the due reminders?

A party can switch off a channel, such as SMS, and still get the others. The reminder itself cannot be switched off by the party; you can switch the event off for everyone or one Entity.

How do I check whether a party got the bill?

Open Notifications > Delivery Log. Each message shows its status and, when it was not sent, why, such as a missing mobile number.

Related features

BILLING AND STOCKBill sent and payment received messages to partiesWhen a credit bill is posted, the party is told the amount and the due date, with a link to the bill. When their payment is recorded, they get a thank-you with what is still due. Messages go by WhatsApp, SMS or email, whichever is set up first.BILLING AND STOCKThe owner's daily summaryEvery evening the owner and the Trade Managers get one short message for each Entity. It has today's sales by shop, returns, money collected, purchases and what parties owe you. During the day, the Today screen in the app shows the same figures live.ORDERS, PURCHASE AND CREDITPayment reminders and payments dueParties are reminded a few days before a bill falls due, and every week once it is overdue, with a link to the bill. On the other side, Payments Due lists the supplier bills you have to pay.ORDERS, PURCHASE AND CREDITCheque register: post-dated cheques and bounce chargesEvery cheque you receive or issue in one register. Post-dated cheques wait for their date, and a cleared cheque becomes the payment in your bank. A bounced cheque undoes it and bills the charges to the party.ACROSS SMARTMY TRADEApproval chainsHeld sales, big purchase orders, write-offs and indents go to the right people in order before they go through. With no set-up the Trade Managers approve; you add levels, such as the owner for credit above an amount, without code.GST AND APPROVALSApprovals in the appA sale held for credit or rate, a big purchase order or a write-off waits for you on your phone. Open Approvals in the SmartMy Trade app, read why it was held and the amount, and approve or reject with a reason. The bill or order goes through at once, and the person who asked is told.

See your shop on it.

Tell us what you sell, how many shops and godowns you run and how you bill today. We will set up your items and parties with you and print your first bill.

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