Email templates are used to standardize the sending of messages in the Sales orders, Purchase orders, and Goods receipt modules. They can be configured with automatic fields, which generates an email already filled with the relevant information (customer, document number, dates, etc.). This makes it easier to send, reduces errors and ensures uniform communication.
Each model is available in french and english. When sending an email, the language set for the contact automatically determines which template will be used.
It is possible to send emails in each of these modules by clicking on the send icon at the top of the window, always placed next to the PDF and print icons.
Here are the different templates per entity:
| Sales order | Email template used for sales orders with a status other than Draft or Quote submitted. |
| Quote | A different email template can be used to distinguish between quote and open orders. The Quote template is blank by default, but if configured, it will be used for orders with Draft or Quote submitted status. If it remains empty, the system will automatically use the Sales order template for all statuses. |
| Purchase order | Email template used for purchase orders. |
| Goods receipt | Email template used for goods receipt. |
Edit an email template #
You can set up automatic fields in your email templates. For a complete list of available fields and how to use them, see: Field index for email templates.
- In Settings, go to Settings -> Email templates.
- Click on the desired template to view its information.
- Click Edit in the top right.
- Make your changes, then click Save when you’re done.
