How To: Generate a Return Acknowledgement email

Setting up Email Message Templates is an Advanced User feature.

Emails can be automatically generated and sent for customers who have had a customer return created and saved. The email refund message template and associated trigger rule must be setup before it can be used.

1. Open an Email Manager screen (show me how).
2. Press Ctrl+N or click .
   1. Add a Template Code and Description.
   2. Change the Trigger Type to RETURN.
   3. Set the other Template header options as appropriate, see How To: Setup Email Templates for more details.
3. Use the displayed tags to populate the various parts of the email template as required. The Return trigger type message template tags that are available are listed here Return Trigger Type Tags.
4. Press Ctrl+S or click to save when you have completed your message template.
5. Return to the [ Email Manager | List ] screen.
6. Click in the Trigger Rules radio button to display existing trigger rules.
7. Press Ctrl+N or click .
8. Add the trigger rule code in the Rule Code field.
9. Add a trigger rule description in the Rule Description field.
10. Select RETURN from the Trigger Type drop down.
11. Select the return message template that was created above from the Message Template drop-down.
12. Tick the 'Send Email Immediately' checkbox if the email is to be automatically sent and not held in the Pending emails section.
13. Tick the 'Active' checkbox when you wish the Trigger Rule to be enabled.
14. Press Ctrl+S or click to save the Trigger Rule.

Notes:

• Multiple rules for the RETURN type are not possible.
• The email is sent when the return is saved.
  
  

See Also

• Sales Returns screen