CINCH Customer Documentation

Chapter 3_Email Documents 12.3

Owned by Mike Terning
Last updated: Oct 25, 2018
7 min read

This chapter describes the additional documents that have been enabled for emailing.
This chapter contains the following sections:


Changes to Cinch E-mail Setup
Cinch E-mail Setup has been modified to include additional Cinch documents that can be emailed.

  1. Open Cinch E-mail Setup

(Tools>Setup>Company>Email Settings: Sales Series>Additional>Cinch Email Setup)

  1. The following document types have been added to the Sales Document Setup section.
    1. Load Order & Generator
    2. Sales Order (Enables Sales Orders and Counter Sales)
    3. Sales Invoice
    4. Sales Return
    5. Cash Receipt
    6. Booking Confirmation


  1. When emailing Chinch Sales documents from Sales Order Entry, Counter Sales, Invoice Maintenance and Sales Returns Entry, it is recommended that all three sales options are selected (Sales Order, Sales Invoice and Sales Return) to ensure the appropriate reports are available to email within each window.


Changes to Customer E-mail Options
Cinch Customer E-mail Setup has been modified to include additional Cinch documents that can be emailed per customer.

  1. Open Cinch Customer E-mail Setup

(Customer Maintenance>Additional>Cinch Email Setup or
Customer Maintenance>E-Mail button opens Customer E-Mail Options>Additional> Cinch Email Setup)

  1. The following document types have been added to the Send Forms as E-mail section.
    1. Load Order & Generator
    2. Sales Order (Enables both Sales Orders and Counter Sales)
    3. Sales Invoice
    4. Sales Return
    5. Cash Receipt
    6. Booking Confirmation


  1. When emailing Chinch Sales documents from Sales Order Entry, Counter Sales, Invoice Maintenance and Sales Returns Entry, it is recommended that all three sales options are selected (Sales Order, Sales Invoice and Sales Return) to ensure the appropriate reports are available to email within each window.


Changes to Prepay Cash Receipts
Prepay Cash Receipts has been modified to enable the emailing of a Prepay Receipt for customers that have e-mail options setup and an e-mail address defined on the Bill To Address ID attached to the prepay.

  1. Open Prepay Cash Receipts

(Transactions>Cinch Sales>Prepay Entry)

  1. Email Checkbox:
    1. Active if the Cash Receipt checkbox is selected in the Customer's Cinch Customer E-mail Options window.
      1. When the checkbox is marked, and the user selects the Printer icon and selects Prepay Receipt, the receipt will be emailed to the e-mail address attached to the prepay's Bill To Address ID.
      2. If no email exists a Send Document Error window will be displayed stating that an e-mail address could not be found. The user will then be given the opportunity to print the report based on the users default report destination settings.
    2. Inactive if the Cash Receipt checkbox is not selected in the Customer's Cinch Customer E-mail Options window.

Changes to Bookings Entry
Booking Entry has been modified to enable the emailing of Booking Confirmations for customers that have e-mail options setup and an e-mail address defined on the Bill To Address ID attached to the Booking.

  1. Open Bookings Entry

(Transactions>Cinch Sales>Bookings)

  1. E-mail Icon:
    1. Active if the Booking Confirmation checkbox is selected in the Customer's Cinch Customer E-mail Options window.
      1. When the icon is selected, a Booking Confirmation will be emailed to the e-mail address attached to the Booking's Bill To Address ID.
      2. If no email exists a Send Document Error window will be displayed stating that an e-mail address could not be found. The user will then be given the opportunity to print the report based on the users default report destination settings.
    2. Inactive if the Booking Confirmation checkbox is not selected in the Customer's Cinch Customer E-mail Options window.


Changes to Sales Order Entry
Sales Order Entry has been modified to enable the emailing of an Order, Packing Slip or Picking Ticket for customers that have e-mail options setup and an e-mail address defined on the Bill To Address ID attached to the order.

  1. Open Sales Order Entry

(Transactions>Cinch Sales>Sales Orders)

  1. Email Checkbox:
    1. Active if the Sales Order checkbox is selected in the Customer's Cinch Customer E-mail Options window.
      1. When checkbox is marked, and the user selects the Printer icon and selects Packing List, Picking Ticket or Receipt, the selected report will be emailed to the e-mail address attached to the order's Bill To Address ID.
      2. If no email exists a Send Document Error window will be displayed stating that an e-mail address could not be found. The user will then be given the opportunity to print the report based on the users default report destination settings.
    2. Inactive if the Sales Order checkbox is not selected in the Customer's Cinch Customer E-mail Options window.


Changes to Counter Sales Entry
Counter Sales Entry has been modified to enable the emailing of a Packing List, Picking Ticket and/or Document for customers that have e-mail options setup and an e-mail address defined on the Bill To Address ID attached to the Counter Sale.

  1. Open Counter Sales Entry

(Transactions>Cinch Sales>Counter Sales)

  1. Email Checkbox:
    1. Active if the Sales Order checkbox is selected in the Customer's Cinch Customer E-mail Options window.
      1. When the checkbox is marked, and the user selects the Printer icon and selects the Packing List, Picking Ticket or Document, the selected document will be emailed to the e-mail address attached to the invoice's Bill To Address ID.
      2. If no email exists a Send Document Error window will be displayed stating that an e-mail address could not be found. The user will then be given the opportunity to print the report based on the users default report destination settings.
    2. Inactive if the Sales Order checkbox is not selected in the Customer's Cinch Customer E-mail Options window.


Changes to Invoice Maintenance
Invoice Maintenance has been modified to enable the emailing of a Packing List and/or Invoice for customers that have e-mail options setup and an e-mail address defined on the Bill To Address ID attached to the Invoice.

  1. Open Invoice Maintenance

(Transactions>Cinch Sales>Invoices)

  1. Email Checkbox:
    1. Active if the Sales Invoice and the Sales Order checkboxes are selected in the Customer's Cinch Customer E-mail Options window.
      1. When the checkboxes are marked, and the user selects the Printer icon and chooses the Packing List or Invoice, the selected document will be emailed to the e-mail address attached to the invoice's Bill To Address ID.
      2. If no email exists a Send Document Error window will be displayed stating that an e-mail address could not be found. The user will then be given the opportunity to print the report based on the users default report destination settings.
    2. Inactive if the Sales Invoice checkbox is not selected in the Customer's Cinch Customer E-mail Options window.


Changes to Sales Return Entry
Sales Return Entry has been modified to enable the emailing of a Return or Picking Ticket for customers that have e-mail options setup and an e-mail address defined on the Bill To Address ID attached to the return.

  1. Open Sales Return Entry

(Transactions>Cinch Sales>Returns)

  1. Email Checkbox:
    1. Active if the Sales Return and Sales Order checkboxes are selected in the Customer's Cinch Customer E-mail Options window.
      1. When the checkboxes are marked, and the user chooses the Printer icon and selects Picking Ticket or Document, the selected report will be emailed to the e-mail address attached to the return's Bill To Address ID.
      2. If no email exists a Send Document Error window will be displayed stating that an e-mail address could not be found. The user will then be given the opportunity to print the report based on the users default report destination settings.
    2. Inactive if the Sales Return checkbox is not selected in the Customer's Cinch Customer E-mail Options window.


Changes to Load Order Entry
Load Order Entry has been modified to enable the emailing of a Bill of Lading and/or Load Order form for customers that have e-mail options setup and an e-mail address defined on the Bill To Address ID attached to the load.

  1. Open Load Order Entry

(Transactions>Cinch Grain>Sales/Outbound>Load Order Entry)

  1. Email Checkbox:
    1. Active if the Load Order & Generator or Bill of Lading checkbox is selected in the Customer's Cinch Customer E-mail Options window.
      1. When the checkbox is marked, and the user selects the Bill of Lading button or the Printer Icon, the bill of lading or load order will be emailed to the e-mail address attached to the load's Bill To Address ID.
      2. If no email exists a Send Document Error window will be displayed stating that an e-mail address could not be found. The user will then be given the opportunity to print the report based on the users default report destination settings.
    2. Inactive if the Load Order & Generator or Bill of Lading checkboxes are not selected in the Customer's Cinch Customer E-mail Options window.


Changes to Load Generator
Load Generator has been modified to enable the emailing of a Load Generator Shipments List for customers that have e-mail options setup and an e-mail address defined on the Bill To Address ID attached to the load.

  1. Open Load Generator

(Transactions>Cinch Grain>Sales/Outbound>Load Generator)

  1. E-mail Icon:
    1. Active if the Load Order & Generator checkbox is selected in the Customer's Cinch Customer E-mail Options window.
      1. When the icon is selected, the Load Generator Shipments List will be emailed to the e-mail address attached to the load's Bill To Address ID.
      2. If no email exists a Send Document Error window will be displayed stating that an e-mail address could not be found. The user will then be given the opportunity to print the report based on the users default report destination settings.
    2. Inactive if the Load Order & Generator checkbox is not selected in the Customer's Cinch Customer E-mail Options window.


Changes to Sales Inquiry & Sales History Inquiry
Sales Inquiry & Sales History Inquiry have been modified to enable the emailing of an invoice receipt for customers that have e-mail options setup and an e-mail address defined on the Bill To Address ID attached to the invoice.

  1. Open Sales Inquiry or Sales History Inquiry

(Inquiry>Cinch Sales>Sales Detail Inquiry: Sales Doc)

  1. Email Checkbox:
    1. Active if the Customer has email defined based on the document type in the Customer's Cinch Customer E-mail Options window.
      1. When checkbox is marked, and the user selects the Printer icon and selects Receipt, the report will be emailed to the e-mail address attached to the document's Bill To Address ID
      2. If no email exists a Send Document Error window will be displayed stating that an e-mail address could not be found. The user will then be given the opportunity to print the report based on the users default report destination settings.
    2. Inactive if the Customer does not have email defined based on the document type in the Customer's Cinch Customer E-mail Options window.


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