Email Templates
  • 13 Sep 2022
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Email Templates

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Article Summary

Required permissions

An employee must be assigned to the Shop with a Power User role or higher to create and edit templates on a Shop Owner level.

Overview

Set up your email templates that will be automatically sent each time a customer orders a product, a shipment is created, or goods are purchased from a supplier. Create email templates on different subjects to choose from when you write to customers or suppliers.

Kinds of email templates

The mail templates are divided by types to be used on various occasions and displayed in selecting lists properly.

Addressed toTypeDescription
For CustomerGeneralGeneral topic customer emails
For CustomerOfferAutogeneration of offers emails
For CustomerOrderOrder confirmation emails
For CustomerInvoiceInvoice issuing emails
For CustomerCredit InvoiceCredit Invoice issuing emails
For CustomerInvoice Reminder 1First invoice reminder email
For CustomerInvoice Reminder 2Second invoice reminder email
For CustomerInvoice Reminder 3Third invoice reminder email
For CustomerPre Expiration Invoice ReminderPre expiration invoice reminder email
For CustomerAfter Expiration Invoice MailAfter expiration invoice reminder email
For CustomerOrderShipmentShipment confirmation email
For CustomerService ContractService contract email template
For CustomerOrder ReturnOrder return email template
For SupplierPurchase OrderEmails sent with a purchase order
For SupplierStock ConfirmStock confirmation emails
GenericNonCustomerFree to use