Email Template Letter Setup
Email templates are set up and maintained by the customer. The system does not provide pre‑configured content. Customers are responsible for creating, updating, and approving all email wording, layout, using the appropriate placeholders.
There are four email template options, each used in a different part of the system.
CRM > Configuration > Email Template
1: Customers:
This option is used for Asset Email Out (via WebAvatar) and Customer Batch Email Out.
Bulk Email Template Setup
Asset Email out Setup
Key points:
- A single template is used for both Asset and Batch email communications
- Any changes to the template apply to both email types
- Template content is created and managed by the customer
2: Suppliers
This option controls emails sent to suppliers.
Email Template Setup
Key points:
- Uses a separate template specific to supplier communications
- Allows wording, tone, and details to be tailored for external recipients
- Template must be created and maintained by the customer
3: Job Management
This option is used for emails generated through the Job Management process.
Key points:
4: Job Receive Stock
This option is used when emails are sent during the Job Receive Stock process. For the email to be triggered, stock items must be correctly configured with the appropriate setting enabled.
Key points:
- Triggered when stock is received against a job
- Uses its own dedicated template
- Template content must be set up by the customer