1. Ensure the following configuration is complete:

   • Configuring Approved Email
   • Configuring Order Management
   • Transfer Orders
   • Wholesalers

2. Navigate to Admin > Users & Groups > Permission Sets.

3. Select the appropriate Permission Set.
4. Select Objects.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   approved_email_settings__v	RE	n/a	enable_wholesaler_notifications__v	Edit
   multichannel_route__v	CRED	wholesaler_order_notification__v	object_type__v country__v approved_document__v language__v email_source__v record_type_name__v vexternal_id__v	Edit
   approved_document__v	R	wholesaler_order_notification__v	All fields	Read

1. Ensure the following configuration is complete:

   • Configuring Approved Email
   • Configuring Order Management
   • Transfer Orders
   • Wholesalers

2. Navigate to Admin > Users & Groups > Permission Sets.

3. Select the appropriate Permission Set.
4. Select Objects.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   approved_document__v	CRED	wholesaler_order_notification__v	allow_any_product_fragment__v allowed_document_ids__v approved_document_status__v check_consent__v content_type__v detail_group__v document_description__v document_host_url__v document_id__v document_last_mod_datetime__v email_allows_documents__v email_domain__v email_fragment_html_file__v email_from_address__v email_from_name__v email_html_file__v email_replyto_address__v email_replyto_name__v email_subject__v email_template_fragment_document_id__v email_template_fragment_html_file__v isi_document_id__v language__v name__v other_document_id_list__v pi_document_id__v piece_document_id__v product__v publish_method__v status__v territory__v vault_document_id__v vault_instance_id__v	Edit
   			created_by__v created_date__v modified_by__v modified_date__v	Read

To configure this feature:

1. Ensure the following configuration is complete:

   • Configuring Approved Email
   • Configuring Order Management
   • Transfer Orders
   • Wholesalers

2. Navigate to Admin > Users & Groups > Permission Sets.

3. Select the appropriate Permission Set.
4. Select Objects.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   account__v	R	wholesaler__v	All fields	Read
   account_partner__v	CRED	wholesaler__v	All fields	Edit
   order__v	CRED	All	All fields	Edit
   sent_email__v	R	wholesaler_order_notification__v	All fields	Read

6. Navigate to Business Admin > Objects > Approved Email Settings.

7. Select the appropriate Approved Email Settings record for end users responsible for submitting the order.
8. Select True for the enable_wholesaler_notifications__v setting.

1. Ensure the following configuration is complete:

   • Configuring Approved Email as Document Model
   • Configuring Order Management
   • Transfer Orders
   • Wholesalers

2. Navigate to Admin > Users & Groups > Permission Sets.

3. Select the appropriate Permission Set.
4. Select Objects.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   approved_email_settings__v	RE	n/a	enable_wholesaler_notifications__v	Edit
   multichannel_route__v	CRED	wholesaler_order_notification__v	object_type__v country__v approved_document__v language__v email_source__v record_type_name__v vexternal_id__v	Edit

To configure this feature:

1. Ensure the following configuration is complete:

   • Configuring Approved Email as Document Model
   • Configuring Order Management
   • Transfer Orders
   • Wholesalers

2. Navigate to Admin > Users & Groups > Permission Sets.

3. Select the appropriate Permission Set.
4. Select Objects.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   account__v	R	wholesaler__v	All fields	Read
   account_partner__v	CRED	wholesaler__v	All fields	Edit
   order__v	CRED	All	All fields	Edit
   sent_email__v	R	wholesaler_order_notification__v	All fields	Read

6. Navigate to Business Admin > Objects > Approved Email Settings.
7. Select the appropriate Approved Email Settings record for end users responsible for submitting the order.
8. Select True for the enable_wholesaler_notifications__v setting.

Multichannel Routing records define which template Vault CRM uses for each combination of order type, country, and language, and which account field supplies the wholesaler email address. Create one record per combination that requires a notification.

To create a Multichannel Routing record:

1. Navigate to Business Admin > Objects > Multichannel Routing.
2. Select Create.
3. Select Wholesaler Order Notification as the object type.
4. Select Continue.

5. Populate the following fields:

   • country__v – The country aligned to this record, matched against the VCountry of the wholesaler account. A blank value does not align the record to all countries.
   • language__v – The language aligned to this record, matched against the language of the wholesaler account. This field is stamped with the language from the email template.
   • record_type_name__v – The API name of a single order object type, for example, direct__v or transfer__v. Each record applies to one order type. A blank value does not align the record to all order types.
   • approved_document__v – Object Model only. The wholesaler_order_notification__v type Approved Document used as the notification template.
   • email_template_document__v – Document Model only. The Wholesaler Order Notification Template type Email Template Document used as the notification template.
   • email_source__v – The API name of the field on the wholesaler account that holds the email address, for example, email_cda__v. Enter multiple field API names as a comma-separated list. The notification sends to the first field that resolves to a valid email address.
6. Select Save.

Only one Wholesaler Order Notification record can exist for a given combination of country, language, and record type name.

Order Admins define which wholesaler account fulfills an order by linking the account partner wholesaler to the wholesaler account. Vault CRM uses this link to resolve the notification recipient, the country, and the language for every order that references the account partner.

Associating a Wholesaler Account with an Account Partner

An account partner wholesaler represents the intersection between an ordering account and a wholesaler rather than the wholesaler itself. Populate the Partner Account field to identify the wholesaler account that fulfills the order.

To associate a wholesaler account with an account partner:

1. Navigate to the Account Partners tab.
2. Select the appropriate account partner record with the Wholesaler object type.
3. Select Edit.
4. Select the appropriate wholesaler account in the Partner Account field. Only accounts with the Wholesaler object type are available for selection.
5. Select Save.

Vault CRM resolves the wholesaler from the wholesaler_account_partner__v field on the order. The wholesaler__v field on the order is not used for wholesaler order notifications.

Content Admins create the approved content each notification uses, including tokens that pull values from the order and a filter that controls which order lines display in the notification.

Creating a Wholesaler Order Notification Template

In PromoMats or MedComms, set the Email Template Type field to Wholesaler Order Notification Template on every email template used for wholesaler order notifications. Vault CRM brings templates with this type into Vault CRM through the Approved Email integration on Object Model, and through the standard field rules on Document Model.

Email fragments are not available in wholesaler order notification templates, because the notifications are sent automatically with no user involved.

To define additional recipients beyond the wholesaler, for example the order owner or a shared inbox, add those addresses to the BCC of the template.

Referencing Order Information in a Template

After setting the template type, add tokens that pull values from the order into the template. Vault CRM supports order__v as a referenced object for object field tokens and nested reference tokens in email templates, template fragments, and subject fields.

To reference order information:

1. Enter a token in one of the following formats:

   • {{ObjectName.FieldName}} – For a field directly on the order, for example, {{order__v.order_number__v}}
   • {{ObjectName.RelationshipName.FieldName}} – For a field on a related object

2. Verify that each referenced field uses a supported field type. See Approved Email Configuration Tokens for the list of supported field types.

Filtering Order Lines in a Template

After adding the order tokens, control which order lines display in the table rendered by the {{insertOrderLine}} token. Filtering is useful when certain lines, for example gift products, do not belong in the notification.

To filter the order lines table:

1. Add a filter parameter to the token using the following format:

   {{insertOrderLine[Column1,Column2], filter=(FieldName='Value')}}

2. Replace the FieldName placeholder with the API name of the appropriate order_line__v field. Lookup fields are supported up to two levels, for example, product__vr.product_type__v.

3. Replace the = placeholder with the appropriate operator. Supported operators are:

   • =
   • !=
   • <
   • <=
   • >
   • >=
   • IN
   • NOT IN
   • CONTAINS

4. Replace the Value placeholder with the desired value to match against. This can be a hardcoded value or can be another object reference token. For example,

   filter=(zip__c = '{{address__v.zip__v}}')

5. Combine multiple conditions with AND or OR.

For example, the following token renders a table of only sample order lines with a ZIP Code matching the corresponding addresses ZIP Code:

{{insertOrderLine[quantity__v,product__vr.name__v,net_price__v,total_discount__v], filter=(product__vr.product_type__v='sample__v' AND zip__c='{{address__v.zip__v}}')}}

End users trigger wholesaler order notifications when the order_status__v field on an order updates to Submitted. If an Order Admin unlocks the order and the order is submitted again, Vault CRM sends another notification. See Managing an Order for more information.

Vault CRM matches the order to a single Multichannel Routing record with the Wholesaler Order Notification object type based on the following criteria:

• The Record Type Name matches the object type of the order
• The Country matches the VCountry of the associated wholesaler account
• The Language matches the language of the associated wholesaler account

Vault CRM sends wholesaler order notifications regardless of the consent status of the recipient, and the notifications do not count toward the recipient email threshold. Email activity for wholesaler order notifications is tracked in the same way as other Approved Email activity. For more information, see Tracking Approved Email Activity.