Notification Grids

Notification Grids

Info
Module: Notifications
Path: Processing > Notifications > Notification Templates > scroll down to Notification Grids
Topic: Notification Grids
Version(s): Version 5.1 and up
Editions: All Editions

What Are Notification Grids

Notification Grids allow you to insert order specific data within a notification.

Making The Connection

Where Will I See This Within OLX?

Data grids can be inserted into a notification template to be used for customer notifications.

What Reports Can Be Pulled?

  1. at this time there are no reports related to notification grids

What Imports/Exports Relate to Notification Grids

  1. at this time there are no im/exports related to notification grids

Trouble Shooting

  1. data isn't showing in the grid

    1. you cannot mix and match categories, types, and columns. Only the columns available in the dropdown can be used for the selected category and type.

Setup



Tool Bar

Utilizing the buttons on the tool bar  you can: 
Add new 
Print 

Filter

You can use the filter options to narrow down the displayed selections.


  1. Grid Name
  2. Type
Add additional filters by click the Add button 
Apply the filtered selections by clicking Apply Filter 
Remove the filtered selections by clicking Remove Filter 
To show inactive accounts in the displayed records check Show Inactive 
You can set the number of records to be displayed 
 

Add New

  1. To copy an existing record, click on the copy button next to the record you want to copy.
  2. To edit an existing record, click on the edit pencil next to the record you wish to edit.
  3. To add a new record, click on the Add New button in the blue module bar.
    1. A new window will pop up.

  1. Grid Name - Enter a name.
  2. Category - Select the type of grid.
    1. Call
      1. to be used when an order is dispositioned without making a sale
    2. Lead
      1. to be used when an order is dispositioned without making a sale
    3. Sale
      1. to be used with an active order
  3. Width - Set the width of the grid.
  4. Grid Type
    1. Call
      1. Product offers
    2. Lead
      1. Original Order Details
      2. Product Offers
    3. Sale
      1. Credit Status
      2. Credit Status - No Installments
      3. Multi Tracking Details
      4. Order Details
      5. Order Details - No Installments
      6. Product Offers
      7. Shipped Order Details
      8. Shipped Order Details - No Installments
      9. Tracking Details
      10. Tracking Details - No Installments
  5. Include Header
    1. checked - If you want to see the column labels, check the box next to Include Header.
    2. unchecked
  6. Include Footer
    1. checked - If you want to see the sum row at the bottom of the grid, check the box next to Include Footer.
    2. unchecked
  7. Add Column - Select, in order, the column(s) from the drop-down list.
    1. Call
      1. Product offers
        1. Description
        2. Guarantee
        3. Product
        4. Product Group
        5. Rush Fee
        6. Shipping
        7. Subtotal
        8. Unit Price
    2. Lead
      1. Original Order Details
        1. Description
        2. FedTax
        3. Product
        4. Qty
        5. Shipping
        6. Status
        7. Subtotal
        8. Tax
        9. Unit Price
      2. Product Offers
        1. Description
        2. Guarantee
        3. Product
        4. Product Group
        5. Rush Fee
        6. Shipping
        7. Subtotal
        8. Unit Price
    3. Sale
      1. Credit Status
        1. Description
        2. FedTax
        3. Offer
        4. Product
        5. Qty
        6. Shipping
        7. Status
        8. Subtotal
        9. Tax
        10. Unit Price

      2. Credit Status - No Installments
        1. Description
        2. FedTax
        3. Product
        4. Qty
        5. Shipping
        6. Status
        7. Subtotal
        8. Tax
        9. Unit Price

      3. Multi Tracking Details
        1. Carrier
        2. Ship Date
        3. Tracking Link
      4. Order Details
        1. Description
        2. FedTax
        3. Hold Until Date
        4. Offer
        5. Product
        6. Qty
        7. Shipping
        8. Status
        9. Subtotal
        10. Tax
        11. Unit Price

      5. Order Details - No Installments
        1. Description
        2. FedTax
        3. GST
          1. Goods and Services Tax
        4. Hold Until Date
        5. Product
        6. PST/HST
          1. Provincial Sales Tax
          2. Harmonized Sales Tax
        7. Qty
        8. Shipping
        9. Status
        10. Subtotal
        11. Tax
        12. Unit Price

      6. Product Offers
        1. Description
        2. Guarantee
        3. Product
        4. Product Group
        5. Rush Fee
        6. Shipping
        7. Subtotal
        8. Unit Price

      7. Shipped Order Details
        1. Description
        2. FedTax
        3. Offer
        4. Product
        5. Qty
        6. Shipping
        7. Status
        8. Subtotal
        9. Tax
        10. Unit Price

      8. Shipped Order Details - No Installments
        1. Description
        2. FedTax
        3. Product
        4. Qty
        5. Shipping
        6. Status
        7. Subtotal
        8. Tax
        9. Unit Price

      9. Tracking Details
        1. Carrier
        2. Ship Date
        3. Tracking Link

      10. Tracking Details - No Installments
        1. Carrier
        2. Ship Date
        3. Tracking Link

  8. Sum Column
    1. checked - the column will be summed. 
      1. should only be used on columns with numerical value or risk throwing error when preparing notification(s)
    2. unchecked - column will not be summed
  9. Add Button - Click the Add button and the column will be added to the grid and a preview of the current grid will be shown.
  10. Preview
    1. Each column selected will display in the preview section, in the order selected.
    2. To delete a column, please click the red  in the column header.


* To save the changes click the Save button .
* To cancel any of the current changes you have made click the Cancel button .
      This will close the window without saving any changes.
* To apply the current changes, you have made click the Apply button .
* To print the current window, click the Print button .
* To delete the selection, click the Delete button .
      This will prompt you to make sure you want to delete this item.

  • Clicking OK will delete the selected item and close the window.
Copyright 2019
Revised 5.08.2026

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