Please refer to the below information on the usage of Customer’s Emails such as “Main Email”, “CC Email”, “Billing Email”, and “Shipment Update Email” in the system.

In the Customer module, under the “Contact Info” tab, you need to define the Emails that will be used to update the Customer regarding the Shipment release, sending the Invoices, Shipment update, etc.

Check the screenshot below.

Also, under the “Address Info” tab, you can add “Bill To Address Email” and the “Ship To Address” Email.

 

Please Note: Bill to Address email and Ship to Address email will be used from the Order/ Invoice and not the Customer module. This Email is picked from the Customer but can be changed while creating an order.

A default “CC Email” can also be set from the “Email Template Configuration” module to receive all the information regarding different entities in Xoro such as SO/PO/Invoice, etc.

Now, let’s understand the priority/flow of the usage of these Customer Emails for sending:

1. Ship Confirmation Email
2. Payment links
3. Release SO Email
4. B2B Orders
5. Overdue Invoice
6. Estimate: Approval Email/Add to Email queue
7. Payment success Email
8. Decline Payment Email
9. Estimate emails

Please Note: “**” Means the Email will always be sent to this Email address.

In other cases, the emails will only be sent to the first priority email address available.

Ship Confirmation Email

The system will send the Ship Confirmation email to the following Email Addresses:

1. Ship to Address Email
2. Shipment update Email
3. If the above is not available, the Email will be sent to the Main email of the Customer.

** Template CC Email

Payment links

1. Deposits

The system will look for the emails in the following sequence to send the “Deposit links email” to the Customer:

1. Billing Email
2. Main Email

** Template CC Email

2. Invoice Payment link

The system will look for the emails in the following sequence to send the “Invoice Payment Link” to the Customer:

1. Billing Email
2. Main Email

** Template CC email

Release SO email

The system will look for the emails in the following sequence to send the “Release SO Email” to the Customer:

1. Main Email
2. Customer CC email

B2B Orders

The system will look for the emails in the following sequence to send the “New sales order notification in B2B” to the Customer:

1. Main email
2. Customer CC email

** Added emails in the App Config settings.

• ** Selected Sales Rep
• ** Template CC email

Overdue Invoice

1. Bill to address email (of the invoice)
2. Billing email
3. Main email
4. Customer CC email

Estimate

1. Approval Email

1. Main email

** Template CC email

2. “Add to Email queue”

1. User email

Payment success email

1. Main email
2. Additional Emails in app config

Decline Payment email

1. Main email