Configure email templates

Email templates can be personalized and sent to customers or suppliers.

The following emails can be configured:

• Customer
  • Sales Order Confirmation
  • Sales Order Fulfillment
  • Sales Credit
  • Custom templates: sent manually from the Sales Order
• Suppliers
  • Purchase Order
  • Purchase Order Update
  • Custom templates: sent manually from the Purchase Order

Note that to send an email to a customer acquired via a Sales Channel, enable 'Enable communication with customer' within the Sales Channel's settings.

Customize templates

• Update the subject and body with the appropriate messaging
• Add any variables needed by double-clicking any from the list on the right. The variable will be added to the current location of the text cursor.
• Preview email to review how it looks with real Sales Order data.

Using custom templates

1. Within a Sales Order select Send Email
2. Select the template to use
3. Update as needed and send