The Email Templates are nothing but pre-organized message layouts that can be used at the time of sending out emails, giving a professional look. Besides providing some standard default templates, the Orders App also allows the user to customize email templates according to your business requirements.
Steps to create Email Template
- Login and access the Orders app from the universal menu.
- Click on the More(...) Icon and select Settings.
- On the Settings page, click on the Emails and select Email Templates.
- From the Email Templates, click on the Create button.
- The Create Template page will get open.
- Add the Template Name and the Subject line for the Email.
- You can add the Attributes of the Orders in the Subject by using the Insert Attributes.
- Available for Compose Email - Enable the Toggle to make this template available for the Compose Email.
- Available for Notes - Enable the Toggle to make this Template available for the Notes Creation.
- Add the message of the Email in the Body section.
- You can also add the Attributes of the Orders app in the Message body of the email by using the Insert Attributes.
- Then, click on the Create button.
- You can view the Created Template on the List.
- You can also edit and delete the template by using the icons under the Actions.
- Now, go to the Orders Overview page and click on the Emails tab.
- Click on the Compose.
- The Compose window will appear.
- Click on the Templates Options. You can view the Created Templates on the list.
- By Selecting the templates, you can view the added message with the selected Supplier invoices Details.
- Then, click on the Send.
- The created template will be available for the Notes.
