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Create a Template

Template creation is managed from the Order Processing tab manager, Email & Documents Templates. This manager allows you to setup and maintain system-generated emails and documents sent to customers and vendors.

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Path: Back Office > Order Processing > Email & Document Templates

 

Template Creation Screen

The template creation screen is comprised of three main sections:

 

Section

Description

Search and Search Results

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  • Search fields on template Name, Location or To variables

  • Initiate new template

  • List of all existing templates

  • Search results according to criteria entered

Template Form

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  • Lists the template address information (To, From, CC)

  • Template Subject

  • Body of template content in for both HTML and text.

Template Tags

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  • List of available tags that can be copied into the body

  • Buttons that auto-populate tags into template form

 

 

New Template Process

Follow the steps below to create a new template.

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Tip: If there is an existing template that has many of the attributes you need for the new one you want to create, you can copy the code from the existing template and paste it into the new one.

 

Step

Action

1

Enter a name for the template in the Label field of the Search box and click the New Template button.

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2

At the bottom of the Body, select whether you are building an Email or Document, and if an email, select the format type of either Plain Text or HTML.

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3

Email templates require To and From addresses. Click on the Send to Customer Email Address button to populate the To: fields of the template. If you want to use the Bill To email address, replace "SHIP" with "BILL".

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4

Enter any return email addresses in the From, CC and BCC fields.

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5

Enter a Subject for the template.

  • Click on any of the tags in the tag list to the right and click on the Append to Subject button to add a tag to the subject line.

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6

Enter the text you want to include in the Body of the template.

  • If there is an existing template that has many of the attributes you need for the new one you want to create, copy the HTML code and text from the existing template and paste it into the new one.

  • Click on any of the tags in the tag list to the right and click on the Append to Body button to add a tag to the content.

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notes.gif NOTE: When adding a tag using the Body button, the tag is placed at the bottom of the Body field. Cut and paste the tag to the desired location within your Body content.

7

From the Location drop-down list, select the system location you want the template to be generated from.

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8

Select Update and then Preview the template and make any necessary changes. The new template is added to the Search Results template list.

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See Also

 

 

 

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