E-Mail Messages Form

The E-Mail Messages form is located in the O/E Setup folder. You can create messages to send with e-mailed order confirmations, quotes, invoices, and credit notes. You can use replacement symbols from your company database so that the e-mailed message will include customer- or company-specific information.

Each message is identified with a unique 16-character message ID code. When you select Customer as the Delivery Method on the order Confirmation/Quote/Invoice/Credit Note forms, you can select the correct Message ID for the message you are sending.

To create e-mail messages

1. Double-click the E-Mail Messages icon in the O/E Setup folder.

2. In the Message Type field, select Order Confirmation, Quote, Credit Note, or Invoice on the drop-down list. (The description appears automatically when you choose a type.)

3. In the Message ID field, enter a code, using up to 16 characters.

4. Enter a subject in the E-Mail Subject field. Note that you can use e-mail replacement symbols (variable names) in this field. They will be replaced by data from your database when you send an e-mail message using this message ID.

5. Type your message, using replacement symbols if you wish.

6. Click Add or Save when you are satisfied with your message.

See also

 

Replacement symbols for e-mail messages