SALES ORDERS - Email

Email Customer(s) on Sales Order(s)

Email for the selected Sales Order(s) 

• Setup
  • establish Company Settings (see Company Settings)
  • establish User Settings (see User Settings) 
• Recipients

• • click into the To box to select one or more from a list of detected email addresses from the Customer Ship To on the selected Sales Order(s):
    • ie: selecting ‘Customer – Accounting’, means this report will be emailed to the Contact on each selected Sales Order, that is assigned the ‘Accounting’ Contact Type:

                       

• • • • manage Contact Types in Edit > Company Settings > Company > Contact Types tab
  • alternatively, just type email address(es) in the To box (separate additional email addresses with ';')
• select or type the CC and BCC recipient 
  • BCC can be set in User and Company settings - Email
• Attachments box displays any reports being sent, either through the Printer dialogue box (see Sales Orders - Reports), or using the   Attach Report button
• select from available email addresses for the From and Reply-To fields
• enter the message in the bottom box
• option to Select Template or setup a new one:
  • Edit > Email templates
    
  •   New template
    
  • enter Template Name
  • enter Subject for the email
  • select the Type of record this Template will be used for
  • option to set this Template as the Default for the Type selected
  • enter the email message in the Body section, in the Rich Text tab if you want to use formatting (bullets, etc) or the Raw HTML tab if you want to add special formatting or insert an image, or the Plain Text tab if you want to avoid any formatting
  • option to Insert Param merge field(s) into the subject or message body (here they are wrapped by the )
  • option to make this a Shared Template (other Users can use it) or Personal Template
• if not using a template, then manually enter the Subject and Message, selecting either Rich Text, Raw HTML, or Plain Text tab
• accept or change the From email address
•   Attach File of any type
• Insert Param merge field(s) available for the records selected

•   Open Related to open the Sales Order (if only one was selected) this email was generated from
• Send the email or  Save /  Save and Close /   Save and Create New to Edit / Send later from the Email module or Sales Order Communications tab (see also Email Batches)