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.
Path: Back Office > Order Processing > Email & Document Templates |
The template creation screen is comprised of three main sections:
Section |
Description |
Search and Search Results |
|
Template Form |
|
Template Tags |
|
Follow the steps below to create a new template.
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. |
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. |
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". |
4 |
Enter any return email addresses in the From, CC and BCC fields. |
5 |
Enter a Subject for the template.
|
6 |
Enter the text you want to include in the Body of the template.
|
7 |
From the Location drop-down list, select the system location you want the template to be generated from. |
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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