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Hints and tips

The following tips are useful when you are using eFoD inventory management:

  • It is better to use Inventory Management to email authorization codes to your clients, rather than using the function described in Retrieve an authorization code.

  • You can use your own PO orders and comments to help with customer management.

  • Copy yourself or anyone else to ensure that emails are received by anyone who needs them.

  • When you are building custom solutions at your local integration center, pre-activate the upgrades via Inventory Management on the system. Clients can then download the key for their systems after their solution is delivered.

  • Create your own stock in advance to have immediate access for client needs.

    There is no need to place orders each time a new customer requests an FoD key. Instead, use Inventory Management to generate a customer order from stock inventory after your local invoicing is complete.

  • You can customize what information is included in the emails sent to your customers, as described in User preferences.