You can create a variety of external email alerts to go out regarding Orders in Infoplus. For example, create an order confirmation email or a shipping confirmation email to go out to customers. You will be able to select an email template when creating a new order. 

Create an Email Confirmation Template

  1. Access the Email Template table. Two methods:
    From the Dashboard: Click the “Account Management” tab, click the “Email” App, then click the “Email Template" Table.
    From the Quick Actions shortcut: Press a dot (period) on your keyboard, then select “Email Template” from the list of Quick Actions.

  2. Click the Create New button in the top right. The Creating New Email Template window appears.

  3. Select the Line of Business (LOB) in which the template should be available.

  4. Type a Name for this email template (i.e., Simple Order Confirmation Email).

  5. Select an Email Template Type (i.e., Order Confirmation Email or Shipping Confirmation Email).

  6. The From Address field is required. Enter the 'active' email address you want to appear in the From field (email address verification is part of the process by someone clicking the link in the email to complete the verification).  NOTE:  Until your email address is configured as a Verified Sender in Infoplus, the From Address should always show Contact Infoplus Support to configure a specific email address.

  7. The From Name field is required. Enter the name that you want to appear in the From field, but again, you will need to have configured the information in the AWS SES account as indicated in the previous step. Contact Infoplus Support to configure this information.

  8. Enter the subject of your email into the Subject Text field (i.e., We received your order!).

  9. Enter the Email Content and apply the necessary formatting into the Header, Detail, Line Items and Footer sections. All sections will appear in the body of the email. They are separated for organizational purposes.

    Use Variables to represent data in the system. For example, if you want your email to say "Your Order #123 has been placed" use a variable to represent the Order number. To enter a variable, type a $. A list of variables will appear. Click on the variable you want to use. NOTE: The drop-down list will only display 10 variables at a time. To jump to a different set of 10 variables, you will need to type more than the $. For example, type ${order.s to jump to ship to fields from an order record. See a list of all variables at the end of this article.

    Use the Insert Template button () to insert a pre-defined template of email content (i.e., a template of how Line Items will display in the email). Here's an example of inserting the Default Line Items template into the Line Items section of email content.

    And here's what the above Default Line Items template looks like when previewing the information for an order:


  10. Also available are the following functions for displaying line items. Use these to easily display shipped items, non-shipped items, or define your own custom line item list.


    Here's an example of these 3 new functions in a shipment confirmation email template:

  11. When the template is complete, click Save.

Variables that Represent Data in the System:
These variables can be used in the Email Content area of email confirmation templates to represent data in the system.

Order variables:
  • ${order.shippingAndHandling}
  • ${}
  • ${order.orderDate}
  • ${order.distributionCharges}
  • ${order.merchandiseTotal}
  • ${order.trackingNos}
  • ${}
  • ${order.shipDate}
  • ${order.processNo}
  • ${order.customerOrderNo}
  • ${order.orderNo}
  • ${order.shipTo.state}
  • ${}
  • ${}
  • ${order.shipTo.street3}
  • ${order.shipTo.street2}
  • ${order.shipTo.street1}
  • ${}
  • ${}
  • ${}
  • ${}
  • ${order.shipTo.attention}
  • ${order.shipTo.default}
  • ${order.shipTo.firstName}
  • ${order.shipTo.lastName}
  • ${order.billTo.state}
  • ${}
  • ${}
  • ${order.billTo.street3}
  • ${order.billTo.street2}
  • ${order.billTo.street1}
  • ${}
  • ${}
  • ${}
  • ${}
  • ${order.billTo.attention}
  • ${order.billTo.default}
  • ${order.billTo.firstName}
  • ${order.billTo.lastName}
  • ${}
  • ${order.customer.customerNo}
  • ${}
  • ${}
  • ${order.carrier.carrier}
  • ${order.carrier.companyCode}
  • ${}
  • ${}

 Line Item Variables:

  • ${lineItem.restrictionRule}
  • ${}
  • ${lineItem.adjustCode}
  • ${lineItem.crossDock}
  • ${lineItem.per}
  • ${lineItem.unitCost}
  • ${lineItem.fullDescription}
  • ${lineItem.allowQuantity}
  • ${lineItem.chargeCode}
  • ${lineItem.price}
  • ${lineItem.quantityShipped}
  • ${lineItem.sku}
  • ${lineItem.revisionDate}
  • ${lineItem.orderQuantity}
  • ${lineItem.processFlag}
  • ${lineItem.poNo}
  • ${lineItem.distributionCode}

Related information: