Email and Document Templates

Overview

CORESense provides two types of templates: E-mail Templates and Document Templates. E-mail and document templates enable you to send e-mails or print documents from pre-formatted templates.

E-mail Templates are used for sending common e-mail communications to your customers, vendors and affiliates. E-mail templates can be displayed in either text or HTML. Examples of e-mail templates include order confirmation e-mails, vendor purchase orders and promotional e-mail campaigns.
Document Templates are used to generate printable documents that can be sent through standard mail or fax. Document templates can only be displayed in HTML. Examples of document templates include picking and packing documents, shipping labels and purchase orders.

CORESense provides a set of standard e-mail and document templates upon initial implementation of the CORESense system. Since e-mail and document templates are used throughout CORESense, a wide range of standard templates are provided. Examples include order confirmation e-mails, picking and packing documents and purchase order templates.

Template Locations

A Template Location defines an area in CORESense where a specific e-mail or document template is available for use. For example, the Order Shipping location contains templates used for sending e-mails and printing documents from the shipping section of an order.

Important: An e-mail and document template can only be assigned to a single template location.

Location	Templates
Order Shipping	Full Ship Confirmation E-mail - The final shipment confirmation e-mail, typically sent when all order inventory has shipped. Includes general order information and shipment tracking information. This e-mail template is automatically sent by the UPS® and FedEx® integrations. Partial Ship Confirmation E-mail - The partial shipment confirmation e-mail, typically sent when only part of the order inventory has shipped. Includes general order information and shipment tracking information. This e-mail template is automatically sent by the UPS® and FedEx® integrations. Order Shipping Status E-mail - A general order shipping status e-mail. Includes general order information and shipment tracking information. This e-mail is typically sent manually by a customer service representative as a follow-up to a phone inquiry.
Ordered Items	eBay Winning Auction E-mail - The winning eBay auction customer notification e-mail. This is automatically sent to the customer when an eBay auction is successfully won. For more information, see Overall eBay Integration Process. eBay Auction Awaiting Checkout Notice - A notice to the winning eBay customer that they have not yet checked out through your website for their winning eBay item(s). This e-mail is typically sent manually by a customer service representative as a follow-up to the customer that has yet to checkout. Website Order Confirmation E-mail - The website order confirmation e-mail. This e-mail is automatically sent by the website if the order was successfully paid for by credit card, PayPal or the Check / MO payment methods. lllll
Order Billing	General Order Invoice Document - A generic order invoice document. General Payment Status E-mail - A general order payment status e-mail. PayPal Payment Not Accepted - This e-mail is automatically sent to the customer if they were unsuccessful in their attempt to pay for the order using PayPal when checking out through your website.
Order Support	Completed Return Confirmation - A generic e-mail informing the customer that their return has been processed and completed. RMA Return Instructions - A generic e-mail providing instructions to the customer on how to return merchandise. lllll
Email Mktg Campaigns	General Promotion Template - A generic promotional e-mail campaign template.
PO Template	Drop-ship E-mail Template - The drop-ship purchase order e-mail template. Drop-ship Print Document Template - The drop-ship purchase order document template. Just-in-time E-mail Template - The just-in-time purchase order e-mail template. Just-in-time Print Document Template - The just-in-time purchase order document template. Stock E-mail Template - The stock purchase order e-mail template. Stock Print Document Template - The stock purchase order document template.
PO Correspondence	Communications that are sent from the PO Manager Correspondence tab.
Vendor Correspondence	Communications that are sent from the Vendor Manager Correspondence tab.
Customer Record	Customer Account Information - A generic e-mail that includes customer account information. Customer Forgot Password E-mail - This e-mail is automatically sent to the customer when using the website Forgot Password Form from the website.
Gift Certificates	Gift Certificate Recipient E-mail - The gift certificate recipient notification e-mail. This e-mail is automatically sent to the recipient upon completing the purchase of a gift certificate through the Website or Sales Order Interface.
Affiliates
SOI	SOI Order Confirmation E-mail - This Sales Order Interface (SOI) order confirmation e-mail.
Shipments	Generic Shipping Label - A generic shipping label document. Master Pick / Pack List - The master pick list, which is used for performing a single picking run for inventory from multiple order. For more information, see Print the Master Pick List. Pick / Pack / Order Summary - The pick / pack order summary document, which includes two documents used for both the picking and packing of individual shipments. The benefit of this document over the Pick / Pack List is that it includes an additional order summary document, which can be used as a more detailed packing list. For more information, see Print the Picking and Packing Documents. Pick / Pack List - The pick / pack list document, which is a single document used for both the picking and packing of individual shipments. For more information, see Print the Picking and Packing Documents.
Transfers	Transfer Document Template - The transfer document, which is generated at the time a transfer is created, is most commonly used as an internal picking document for intra-warehouse transfers, but can also be used as a notification e-mail or fax that is sent to the recipient of a warehouse-to-warehouse transfer.
Receiving	Put-away Document - The put-away document, which is used to instruct warehouse staff on where to put-away newly received inventory from a purchase order or transfer.
Returns	RMA Return Instructions - Template used to send return policy and return to warehouse procedure with return tracking number generation.
Grid PO Template	Drop-ship Grid PO HTML Template - Document generated when creating a PO for drop-ship SKUs, which includes SKU listing in matrix and list format. Stock Grid PO Template HTML - Document generated when creating a PO for stock inventory SKUs, which includes SKU listing in matrix and list format. Stock Grid PO Template Plain - Document generated when creating a PO for stock inventory SKUs, which includes SKU listing in matrix and list format. This is a non-HTML template.
SOI Quote	Quote - Template used to render quote documents from the SOI.

Tag Categories

Listed below are the tag categories and a brief description for each functional area that can be used when working with templates.

Category	Description
Order Information	Order level data such as items and shipping
Client/Contact Information	Billing and shipping address details
Transaction Summary	Order summary information such as totals, tax, discount
Fulfillment	PO data fields and inventory requirements
Returns	All return related data: address, items, order summary
Email Campaigns	Campaign link and opt-out fields
Vendor Information	Vendor contact information fields
Gift Certificate Information	Gift certificate fields such as value, expirations, codes
Affiliate Information	Affiliate contact data
Shipping Documentation	Shipping details specific a shipment such as ship method, pick/pack lists, ship and order summary
Receiving	Put away list and summary
Transfer Information	Transfer details for destination and source warehouses, items or status,
Brand	Brand contact fields and template associations
Comments	Contains public or private comment options
Loyalty Program	Loyalty account summary, value, points
Pre-order Settings	Pre-order date, address, frequency and ship method data
Next Membership Delivery Items	Club membership headers and rows
Recurring Order Items	Recurring ID field
Purchase Orders	Optional field of terms, cancel date, do not ship date and estimated receiving date
Customer Account	Fields for On Account data such as credit limit, balance or orders past due
Customer Comments	Comments associated to a customer account
Customer Information	Customer account details such as gender, type, default payment
Order Configuration	Product configuration fields to display with an order template such as size, length or color based on product types
Order Shipping Detail Information	Shipping details such as delivery note or dates
PO Information	Custom PO field tags
Salesman	Data included in the order salesman box such as order status, salesperson
Shipping Information	Customer order notes
User Information	Back Office user details such as employee name, email or department

A tag can be selected from the list and then populated into the Subject line or Body using the buttons provided.