How to Notify Only Assigned Salesperson in Sales Order?

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1

Hi All,

I am facing some trouble with notifications. Can anyone help?

I plan to implement a notification system in the Sales Order process, where we have a multi-level approval workflow. The billing team creates the sales order and, at the time of creation, assigns a salesperson to handle that order.

In this scenario, I implemented role-based notifications, and while the notification is working, it is being sent to all salespeople. How can I configure it to send notifications only to the assigned salesperson?

Can anyone explain how to set the recipient condition for this?

2

Hi @Sanmugam

Can you please tell me where billing team mentions the sales person.

Using Sales Person Child table or using “Assigned to” Options exist on left side bar?

3

@Usama_Naveed We are using the Sales Team option under the “More Info” tab, which makes managing commissions and other related tasks easier.

I have attached a screenshot for your reference.

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4

Create a Notification on Sales Order

Reference to get the sales person in Notification

Read this from the start

5

I have created the notification, but how can I specify the assigned salesperson as the recipient?

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6

Brother here only have two option send to document owner or by Role.

In your scenario, you want to sent (Selected Sales person)
this you can achieve by Server Script on Sales Order

for sales_person in doc.sales_team:
            sp_email = #here you get the email of sales person
			frappe.sendmail(
				recipients=sp_email,
				subject="Sales Order" + doc.name + "has been Approved",
				message="Hi <br> The Document related to <b>Order #</b>" + doc.name + "has been approved<br><br> Thank you",
			)