How do I Create Email Templates in the Orders App?

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.