--- title: SALES ORDERS - Email description: Email Customer(s) on Sales Order(s) --- [Skip to content](https://cs.geminilogic.com/en/manual/sales-orders-email#main-content) English Show submenu for translations [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new?hsLang=en) [Customer portal](https://cs.geminilogic.com/tickets-view?hsLang=en) ![Gemini-Logic-Logo (1).png\]](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=40&name=Gemini-Logic-Logo%20(1).png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new) - [Customer portal](https://cs.geminilogic.com/tickets-view) - [Go to Gemini Logic](https://www.geminilogic.com/) [Go to Gemini Logic](https://www.geminilogic.com/) Search the User Manual - There are no suggestions because the search field is empty. 1. 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[Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-sales-orders?hsLang=en) # SALES ORDERS - Email ## Email Customer(s) on Sales Order(s) ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-02-56-42-8575-PM.png) **Email** for the selected Sales Order(s)  ![SalesModuleListEmail](https://cs.geminilogic.com/hs-fs/hubfs/SalesModuleListEmail.png?width=683&height=285&name=SalesModuleListEmail.png) - **Setup** - establish Company Settings (see [Company Settings](https://cs.geminilogic.com/en/manual/company-settings-email?hsLang=en)) - establish User Settings (see[User Settings](https://cs.geminilogic.com/en/manual/user-settings-modular-access-preferences?hsLang=en#UserSettingsEmail))  - **Recipients**           ![SalesOrderEmail](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderEmail.png?width=451&height=513&name=SalesOrderEmail.png) - - 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): ![SalesOrderEmailRecipientList](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderEmailRecipientList.png?width=428&height=42&name=SalesOrderEmailRecipientList.png) - 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**: **                       ![ContactType](https://cs.geminilogic.com/hs-fs/hubfs/ContactType.png?width=386&height=114&name=ContactType.png)** - - - - 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](https://cs.geminilogic.com/en/manual/sales-orders-reports?hsLang=en)), or using the ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-12-25-21-8772-PM.png?width=21&height=25&name=image-png-Jun-04-2023-12-25-21-8772-PM.png)  **Attach Report** button - select from available email addresses for the **From** and **Reply-To** fields - enter the message in the bottom box - option to ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-02-59-56-0984-PM.png) **Select Template** or setup a new one: - Edit \> **Email templates** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-03-2023-08-31-44-6454-PM.png?width=166&height=294&name=image-png-Jun-03-2023-08-31-44-6454-PM.png) - ** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-03-00-15-3798-PM.png) New** template ![EmailTemplateSales-1](https://cs.geminilogic.com/hs-fs/hubfs/EmailTemplateSales-1.png?width=353&height=415&name=EmailTemplateSales-1.png) - 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** ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) 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 ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-03-00-24-3704-PM.png) **Insert Param** merge field(s) into the subject or message body (here they are wrapped by the ) - option to make this a ![](https://cs.geminilogic.com/hubfs/image-png-Jun-03-2023-08-32-52-6160-PM.png) **Shared Template** (other Users can use it) or ![](https://cs.geminilogic.com/hubfs/image-png-Jun-03-2023-08-32-55-6180-PM.png) **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 - ** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-03-01-55-1737-PM.png) Attach File** of any type - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-03-02-01-0008-PM.png?width=30&height=17&name=image-png-Dec-20-2022-03-02-01-0008-PM.png) Insert Param** merge field(s) available for the records selected         ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-03-2023-08-33-12-8129-PM.png?width=177&height=218&name=image-png-Jun-03-2023-08-33-12-8129-PM.png) - ** ![](https://cs.geminilogic.com/hubfs/image-png-Jun-06-2023-08-30-03-8905-PM.png) Open Related** to open the Sales Order (if only one was selected) this email was generated from - ![](https://cs.geminilogic.com/hubfs/image-png-Jun-03-2023-08-33-40-6116-PM.png) **Send** the email or ![](https://cs.geminilogic.com/hubfs/image-png-May-06-2023-12-00-02-5544-PM.png) **Save / ![](https://cs.geminilogic.com/hubfs/image-png-May-06-2023-12-00-10-9042-PM.png) Save and Close** /  ![](https://cs.geminilogic.com/hubfs/image-png-May-06-2023-12-01-51-0766-PM.png) **Save and Create New** to Edit / Send later from the **Email** module or Sales Order **Communications** tab (see also [Email Batches](https://cs.geminilogic.com/en/manual/sales-orders-reports?hsLang=en#SalesOrdersEmailBatches))   - 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