Email Sales Order Type Example

The following example is for a new quotation, the email will be sent when the quotation is saved, for the step-by-step guide see How To: Setup Emails Triggered on Sales Order Type.

Email Message Template

Email Message Template using sales order type example

Email Trigger Rule

This Trigger Rule is:

  • Of type INVOICE.
  • Triggered when the sales order type is Quotation.
  • A pdf of the invoice is attached to the email.
  • The email is sent immediately and not held in pending.
  • It uses the Quote message template.

Email Trigger Rule using sales order type example

Resulting Email

Resulting email using sales order type example

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