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Overview
Email Templates allow you to format the emails that will be sent through TRX’s emailing functions. These are required for the email functions to work.
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Template Name - The name of the template
Reply Address - The address the email will be sent from
BCC Sender - Select to also email the sender a BCC
Report Template - This radio button allows the template to be used when printing reports
Automated Template - This Radio Button will allow you to use the template for automated emailing, such as Emailing Buyer on Receipt under Purchasing
Template Type - This dropdown will be based on the Report/Automated selection above
Report Types - Select to be available when printing Customer Invoices, Customer Statements, Purchase Orders, or when Processing ACH Payments (Setup required).
Automated Types - Select to run when Sales Order has Shipped or the PO was Received
Attachment Name - The name of the attached Invoice, Statement, or Purchase Order
Subject - The Subject line on the email
Body - The text of the email. Use << >> around field names to have the system pull from TRX. The available list of fields is on the right
Merge Data/Data Will Be Copied Into - This column provides a list of fields you can reference in the Attachment name, subject, and body of the email. Use << >> to call them.