Sales order email templates

Overview

Email templates are useful if you send multiple Sales Order documents to your logistics company and you would like to use a customized, standard email format for them.
It is possible to create multiple email templates in Cin7 Omni. You can then email your sales orders to your customers.

Create a new email template

1. While logged in as the Administrator, select your username in the top right and then Settings.

2. From the Sales menu, select Sales Order Email Templates. Then select Create New.

3. Select Design to copy the settings from the existing template to the new template.

4. Make the required modifications and select Save.

Default from (sender) address

You can set a default From email address for a template. This will mean that every email will be sent with a specific sender address, regardless of the user that sends the email.

Default From email addresses must belong to a user of the system.

Simply add a user or users to the From Users list:

Default CC/BCC address

You can select a Default CC or Default BCC for your email template; this will cc: or bcc: the same person every time this template is sent.
To do this, simply add their email address to the Default CC and/or Default BCC fields:

Dynamic fields

You can insert dynamic fields into your email templates; these are fields that will change for each email depending on certain fields within the order itself. An example may be First name, which changes based on the recipient.

Insert your cursor into the email template at the place you would like to insert the field.
Type "%" and you will see a list of possible dynamic fields.
Select from the list and the variable for the dynamic field will be inserted into your email.

Type	Tag	Description
CreatedDate	%%ATT:CreatedDate%%	Displays the created date of the sales order.
FirstName	%%ATT:FirstName%%	Displays the first name of the contact.
LastName	%%ATT:LastName%%	Displays the last name of the contact.
Company	%%ATT:Company%%	Displays the name of the company.
Email	%%ATT:Email%%	Displays the email address of the contact/company.
Phone	%%ATT:Phone%%	Displays the phone number of the contact/company.
Mobile	%%ATT:Mobile%%	Displays the mobile number of the contact/company.
Fax	%%ATT:Fax%%	Displays the fax number of the contact/company.
DeliveryFirstName	%%ATT:DeliveryFirstName%%	Displays the first name of the contact who will receive the sales order products.
DeliveryLastName	%%ATT:DeliveryLastName%%	Displays the last name of the contact who will receive the sales order products.
DeliveryCompany	%%ATT:DeliveryCompany%%	Displays the company name of the contact who will receive the sales order products.
DeliveryStreet	%%ATT:DeliveryStreet%%	Displays the street name of the contact who will receive the sales order products.
DeliverySuburb	%%ATT:DeliverySuburb%%	Displays the suburb name of the contact who will receive the sales order products.
DeliveryCity	%%ATT:DeliveryCity%%	Displays the city name of the contact who will receive the sales order products.
DeliveryState	%%ATT:DeliveryState%%	Displays the state name of the contact who will receive the sales order products.
DeliveryPostalCode	%%ATT:DeliveryPostalCode%%	Displays the postal code of the contact who will receive the sales order products.
DeliveryCountry	%%ATT:DeliveryCountry%%	Displays the country name of the contact who will receive the sales order products.
BillingFirstName	%%ATT:BillingFirstName%%	Displays the first name of the contact who will be billed for the sales order.
BillingLastName	%%ATT:BillingLastName%%	Displays the last name of the contact who will be billed for the sales order.
BillingCompany	%%ATT:BillingCompany%%	Displays the company name of the contact who will be billed for the sales order.
BillingStreet	%%ATT:BillingStreet%%	Displays the street name of the contact who will be billed for the sales order.
BillingSuburb	%%ATT:BillingSuburb%%	Displays the suburb name of the contact who will be billed for the sales order.
BillingCity	%%ATT:BillingCity%%	Displays the city name of the contact who will be billed for the sales order.
BillingState	%%ATT:BillingState%%	Displays the state name of the contact who will be billed for the sales order.
BillingPostalCode	%%ATT:BillingPostalCode%%	Displays the postal code of the contact who will be billed for the sales order.
BillingCountry	%%ATT:BillingCountry%%	Displays the country of the contact who will be billed for the sales order.
CustomerComments	%%ATT:CustomerComments%%	Displays the customer's comments in a sales order.
Reference	%%ATT:Reference%%	Displays the sales order reference number.
ProductCost	%%ATT:ProductCost%%	Displays the subtotal of the products of the sales order.
ProductCostConverted	%%ATT:ProductCostConverted%%	Displays the subtotal of products converted to the sales order currency.
GSTCost	%%ATT:GSTCost%%	Displays the GST cost of the products in the sales order.
GSTCostConverted	%%ATT:GSTCostConverted%%	Displays the GST cost converted of the products converted to the sales order currency.
GSTStatus	%%ATT:GSTStatus%%	Displays the GST status of the order.
DeliveryCost	%%ATT:DeliveryCost%%	Displays the cost of delivery for the sales order.
DeliveryCostConverted	%%ATT:DeliveryCostConverted%%	Displays the cost of delivery for the sales order, converted to the sales order currency.
FreightId	%%ATT:FreightId%%	Displays the freight cost.
FreightDescription	%%ATT:FreightDescription%%	Displays the freight cost description.
TrackingCode	%%ATT:TrackingCode%%	Displays the tracking code.
Discount	%%ATT:Discount%%	Displays any discounts for the sales order.
DiscountConverted	%%ATT:DiscountConverted%%	Displays the discount amount, converted to the sales order currency.
DiscountDescription	%%ATT:DiscountDescription%%	Displays the discount description.
GSTAmount	%%ATT:GSTAmount%%	Displays the GST amount for the sales order
GSTAmountConverted	%%ATT:GSTAmountConverted%%	Displays the GST amount for the sales order, converted to the sales order currency.
TotalCost	%%ATT:TotalCost%%	Displays the total cost of the sales order, excluding GST.
TotalCostConverted	%%ATT:TotalCostConverted%%	Displays the total cost of the sales order, converted to the sales order currency. excluding GST
TotalIncludingGST	%%ATT:TotalIncludingGST%%	Displays the total cost of the sales order including the GST.
TotalIncludingGSTConverted	%%ATT:TotalIncludingGSTConverted%%	Displays the total cost of the order including the GST, converted to the sales order currency.
ConversionRate	%%ATT:ConversionRate%%	Displays the conversion rate used in the sales order.
CurrencyId	%%ATT:CurrencyId%%	Displays the Id for the currency of the sales order.
CurrencyName	%%ATT:CurrencyName%%	Displays the name of the currency for the sales order.
CurrencySymbol	%%ATT:CurrencySymbol%%	Displays the symbol for the sales order currency.
CloseInvoiceDate	%%ATT:CloseInvoiceDate%%	Displays the invoice date.
UserFirstName	%%ATT:users.strFirstName%%	Displays the first name of the Cin7 Omni user sending the email.
UserLastName	%%ATT:users.strLastName%%	Displays the last name of the Cin7 Omni user sending the email.
UserTitle	%%ATT:users.strTitle%%	Displays the title of the Cin7 Omni user sending the email.
UserEmail	%%ATT:users.strEmail%%	Displays the email address of the Cin7 Omni user sending the email.
UserPhone	%%ATT:users.strPhone%%	Displays the phone number of the Cin7 Omni user sending the email.
UserMobile	%%ATT:users.strMobile%%	Displays the mobile number of the Cin7 Omni user sending the email.