E-mail Messages sending with Custom Template on Order Confirmation in Sage 2017

By | March 12, 2018

In this blog we are going to discuss about the E-mail Messages option available under Order entry Setup which can be used in sending Emails on Order confirmation with Customer Template.

The primary purpose of E-mail messages option is we can create e-mail messages to send with order confirmations, quotes, invoices, and credit notes.

Each message is identified with a unique message ID of up to 16 characters. We use this message ID to select the message when you select Customer as the delivery method on an Order Entry customer form (an order confirmation, quote, invoice, credit note, or debit note).

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Below are the steps to find the E-mail Messages option.

  • Go to OE Setup -> Email Message

Order Entry Email message screen

To create an e-mail message below are the steps followed:

  1. Open Order Entry > O/E Setup > E-mail Messages.
  2. On the Message Type list, select the type of document for which you are creating a message such as order confirmation, quote, invoice, credit note, or debit note.
  3. In the Message ID field, we can enter a unique code to identify the new message, using up to 16 characters.
  4. In the E-Mail message body, we can use variables that will be replaced with information from our database when we send the message.
  5. Then Click on Add or Save to save the message.
    OE/ Email message
  6. Select the customer for which we are creating an Order
  7. Go to A/R Customer -> Go to Contact tab and set Email address.
    AR Customers
  8. Configure the Email address
  9. Kindly refer the below blog for adding from Email id in Sage 300- Check now
    Company Profile
    OE Order entry screen
  10. Select O/E Forms -> Order Confirmations
  11. Then select Message ID which we have customised.
  12. Click on Print

OE Order confirmation

Below is the Email sent to the Customer email address with the attachment of Order Confirmation.

Order confirmation screen
Order confirmation reportAbout Us
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