Customize Email Notification for Orders, Quotes, Invoices and Shipments

Overview

If you want to customize the emails for sending out orders , quotes and invoices, go to Setup menu, Entity Feature Settings, Emailing.

Here you can configure  default emailing message, reply to address for Invoices, Sales Orders, Purchase Order, Sales Quotes.

If you want to use your own email server, configure them in Setup , Emails. See here for more details.

In addition, you can customized the file name for the attachment used in the email.  The format is in liquid format. 

Examples:

For Purchase Orders and Sales Order

The default format is 

Order{{order.order_number}}

So the file name would be Order123 if the order number is 123

You can replace the text inside the  {{ }} with your own format.

Replace .order_number with one of the field on orders. See here for possible fields you can use on Sales Orders and Purchase Orders.

Using the syntax below will give you the word "Order" followed by the internal ref number of the order..

Order{{order.internal_order_reference_number}}

Using the syntax below will give you the word "Contract" followed by the internal ref number of the order..

Contract_{{order.internal_order_reference_number}}

For Sales Quotes

The default format is

Quote{{quote.quote_number}}

So the file name would be Quote123 if the quote number is 123.

For Warehouse Copy

Use the same fields as sales orders