Collect a seed supplier packet substitution decision
Example: A seed supplier has one packet size unavailable. A customer can receive two smaller packets, but the total seed quantity differs.
An assistant is an alternative when a substitution must have explicit quantity and price acceptance.
An order system is sufficient when the customer already permits this exact substitution.
This article is from Righthand. The customer story and result are illustrative.
The work that the customer wants
A seed supplier has one packet size unavailable. A customer can receive two smaller packets, but the total seed quantity differs.
The owner supplies exact packet quantities and customer email. The owner gives approval for substitutions and price.
The Righthand has its own email address and phone number. You can give instructions by email, text, phone, or Slack. Righthand introduction.
For this example, the Righthand uses its own email address. It identifies itself as the team's assistant. Company account access is a different setup choice. Account connections.
The request to the Righthand
Send the customer the supplied packet quantities.
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Get the customer's decision about the smaller packets.
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Give the exact total quantity from the brief.
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Send the crop suitability question to the owner.
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Send the sales owner the result in this conversation.
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Use Pacific time for the deadline.
What the Righthand does
The Righthand sends these questions by email. It sends the reply to the sales owner.
Packet count does not establish crop yield.
An illustrative result
The customer accepts two smaller packets only if the price stays unchanged. The offered quantity is lower than the original order.
The owner gives a decision about whether the quantity and price make the substitution satisfactory.
Access and permission
If you want direct account access, connect the account independently. Make sure that the Righthand has the necessary operation and access. A catalog entry does not establish each available action. Connection Permissions.
With Ask, an outward instruction must identify the recipient and task. New approval can be necessary for a changed commitment. Connection tool permissions are another required control. Communications Policy.
Try the procedure with one task
- Give the Righthand one task with a teammate as the contact.
- Make sure that the teammate receives the permitted email.
- Tell the teammate to reply with a different request.
- Compare the returned decision with that reply.
- Examine the email records in Activity.