Description
Cloud WMS now supports customisable e-mail templated directly from Cloud WMS.
This functionality is User-based. Each user can create and manage their templates.
Please contact Datapel Support if your version doesn't support this.
Detail Steps
Open WMS
Navigate to the required document in WMS. For example, you can e-mail an invoice or packing slip from either the sale or despatch menus, select the required sale and click the attachments tab or the manifest tab.
Right-click on the required document.
Select E-mail
5. New Email Message screen will Open
6. Customise the E-mail Body per your requirements. For example, add a logo, images, and new text.
7. To save your changes as a new template, select “ Add Template."
8. Name your Template and select OK to save the changes.
9. Next time you e-mail attachments, you can select saved templates from the drop-down list.
How to remove the template
Go to Email Templates > click on the combo > select the template you want to remove > then press Delete
2. Select OK to confirm the changes
How to save an email address with email Templates
Open WMS
Options > Preferences > General Tab
Add From & Reply to Email Address
Tick the box to Save from Sender Profile with Email Templates.
Workflow Restriction
USERFIRSTNAME
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