How do I Create Message Templates in Suppliers App?

Updated on June 27, 2020 07:03AM by Admin

  • Login and access the Supplier’s app from the universal menu.
  • Click on the More(...) icon and selects the Settings.
Suppliers

  • In the Settings page, click on the Email and selects the Email Templates.
  • From the Email Templates, click on the Create button.
Settings

  • 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 Suppliers app in the Subject by using the Insert Attributes.
Create Template

  • 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.
Toggles

  • Then, add the message of the Email in the Body section.
  • You can also add the Attributes of the Suppliers’ app in the Message body of the email by using the Insert Attributes.
Email Body

  • Then, click on the Create button.
Create button

  • You can view the Created Template on the List.
Template list

  • Now, go to the Suppliers’ Overview page and click on the Emails tab.
  • Click on the Compose.
Emails Tab

  • The Compose window will appear.
  • Click on the Templates Options, you can view the Created Templates on the list.
Compose

  • By Selecting the templates, you can view the added message with the selected Supplier Details.
  • Then, click on the Send.
Send mail

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