Get confirmation of a landscape supplier split collection
Example: A supplier can release most of a customer's paving order. One color will arrive next week, and the customer must have part of the order now.
An assistant is an alternative when partial availability creates a specification decision.
An availability notice is sufficient when the customer accepts the original remaining items.
This article is from Righthand. The customer story and result are illustrative.
The work that the customer wants
A supplier can release most of a customer's paving order. One color will arrive next week, and the customer must have part of the order now.
The manager supplies the available quantities and customer email. The customer must give a decision about whether to accept two collections.
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 available quantities.
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Get the customer's decision about two collections.
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Tell the recipient that the remaining color has no earlier approved arrival.
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Send the replacement color request to the manager.
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Send the sales manager 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 manager.
The assistant must not substitute materials from similar names or images.
An illustrative result
The customer accepts collection of the available items but wants a different color for the remaining quantity.
The manager gets approval for the replacement specification before changing the order.
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.