Default Email Document Templates Mapping with Customers and Vendors

Xoro gives the ability for Default Document Templates Mapping with Customers and Vendors, where the Default PDF Template/Email body and the “Send From Email” can be defined.

Customer

  • Invoice
  • Packing Slip
  • Sales Order
  • Estimate
  • Credit Memo
  • RMA

Vendor

  • Purchase Order
  • Item Receipt
  • Bill

What’s New?

1. Added “Add Template” button on the “Email Template”.

  • Enter the template name and then save it.
  • This will automatically get selected in the template dropdown and can modify the email sending template accordingly.
  • Also provided the button to delete the email template.

The added Email Template will be available in the “Email Template Body” dropdown in the “Default Document Templates” module.

Please Note:

  1. Only Admin can delete the ‘Application’ level template.
  2. The user-level template can only be seen by the User who created the template.
  3.  Roles other than Admin can only delete their User level template.
  4.  Application-level templates can only be created by the Admin.
  5.  Select template dropdown will be filtered according to User-level and Application-level templates.

2. Added, “Add Template” on the “Company Email Configuration setup” module.

  • Multiple Company emails can be set up using the template names.
  • Added “Set default template” button which will make the selected template the default template.
  • Added “Delete” button which will delete the selected template.

3. Added the “Select Email Template” option on “Add to email queue” in the Centres. Here the email sending template can be selected.

The priority sequence in which the templates will be picked is as below:

  1. Customer
  2. Default Document template
  3. Document Template Centre

4. Added the “Email Template” tab in the Customer/Vendor module. Here you can define the following:

  1. Document (PDF) that will be attached in the email,
  2. The Email Template(Email Template Body) is to be used, and
  3. The “Send From” Email (Company/user).

When emailing, the template (PDF, Email Body & Send from E-mail) that was provided to the Customer will take precedence.

  • Similarly for the Vendor, the information can be defined.
  • Created a new module Upload Email Template.

The Priority flow: Sequence of usage of the PDF, Template Body, and the “Send From Email” in different cases. 

 Eg; Sale Order Centre (Add to Email Queue)

  • PDF
Document Template Centre (A) Default Document Template (B) Customer/Vendor (C) The Priority flow: 
Defined Defined Defined C->B->A
Defined Defined Not Defined B->A
Defined Not Defined Not Defined A
  • Email Body
Application Level template (Default) (A) User Level Template (Default) (B) Default Document Template (C) Customer/Vendor (D) The Priority flow: 
Defined Defined Defined Defined D->C->B->A
Defined Defined Defined Not Defined C->B->A
Defined Defined Not Defined Not Defined B->A
Defined Not Defined Not Defined Not Defined A
  • “Send From Email”
Default Send From Email (Implicit, Not defined anywhere) (A)

Default Document Template (B)

 Customer/Vendor (C)  The Priority flow: 
Defined Defined Defined C->B->A
Defined Defined Not Defined B->A
Defined Not Defined Not Defined A

 

 

 

 

 

 

 

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