Sales > Sales Emails
To access the store configuration settings, choose Stores > Settings > Configuration from the Admin sidebar.
General Settings
| Field | Scope | Description |
|---|---|---|
| Asynchronous sending | Global | Determines if sales emails are sent asynchronously. It is recommended that you enable Asynchronous sending. Options:Disable - (Default) Sales emails are sent when triggered by an event.Enable - (Recommended) Sales emails are sent at predetermined, regular intervals. |
Order
| Field | Scope | Description |
|---|---|---|
| Enabled | Store View | When enabled, sends a transactional email for each order placed. Options: Yes / No |
| New Order Confirmation Email Sender | Store View | Identifies the store contact that appears as the message sender. Default sender: Sales Representative |
| New Order Confirmation Template | Store View | Identifies the template that is sent to confirm new orders placed by customers. Default template: New Order |
| New Order Confirmation Template for Guest | Store View | Identifies the template that is sent to confirm new orders placed by guests. Default template: New Order for Guest |
| Send Order Email Copy To | Store View | Provides the email address of anyone to receive a copy of an order email. Separate multiple addresses with a comma. |
| Send Order Email Copy Method | Store View | Indicates the email method used to send the copy. Options include:Bcc - Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer.Separate Email - Sends the copy as a separate email. |
Order Comments
| Field | Scope | Description |
|---|---|---|
| Enabled | Store View | When enabled, sends a transactional email for each order comment. Options: Yes / No |
| Order Comment Email Sender | Store View | Identifies the store contact that appears as the message sender. Default sender: Sales Representative |
| Order Comment Email Template | Store View | Identifies the template that is sent when a comment is added to a customer order. Default template: Order Update |
| New Order Confirmation Template for Guest | Store View | Identifies the template that is sent when a comment is added to a guest order. Default template: Order Update for Guest |
| Send Order Email Copy To | Store View | Provides the email address of anyone to receive a copy of an order comment email. Separate multiple addresses with a comma. |
| Send Order Email Copy Method | Store View | Indicates the method used to send the copy. Options include:Bcc - Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer.Separate Email - Sends the copy as a separate email. |
Invoice
| Field | Scope | Description |
|---|---|---|
| Enabled | Store View | When enabled, sends a transactional email for each invoice generated. Options: Yes / No |
| Invoice Email Sender | Store View | Identifies the store contact that appears as the message sender. Default sender: Sales Representative |
| Invoice Email Template | Store View | Identifies the template that is sent when an invoice is generated for a customer. Default template: New Invoice |
| Invoice Email Template for Guest | Store View | Identifies the template that is sent when an invoice is generated for a guest. Default template: New Invoice for Guest |
| Send Invoice Email Copy To | Store View | Provides the email address of anyone to receive a copy of an invoice email. Separate multiple addresses with a comma. |
| Send Invoice Email Copy Method | Store View | Indicates the method used to send the copy. Options include:Bcc - Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer.Separate Email - Sends the copy as a separate email. |
Invoice Comments
| Field | Scope | Description |
|---|---|---|
| Enabled | Store View | When enabled, sends a transactional email for each invoice comment. Options: Yes / No |
| Invoice Comment Email Sender | Store View | Identifies the store contact that appears as the message sender. Default sender: Sales Representative |
| Invoice Comment Email Template | Store View | Identifies the template that is sent when a comment is added to a customer invoice. Default template: Invoice Update |
| Invoice Comment Email Template for Guest | Store View | Identifies the template that is sent when a comment is added to a guest invoice. Default template: Invoice Update for Guest |
| Send Invoice Comment Email Copy To | Store View | Provides the email address of anyone to receive a copy of an invoice comment email. Separate multiple addresses with a comma. |
| Send Invoice Comments Email Copy Method | Store View | Indicates the email method used to send the copy. Options include:Bcc - Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer.Separate Email - Sends the copy as a separate email. |
Shipment
| Field | Scope | Description |
|---|---|---|
| Enabled | Store View | When enabled, sends a transactional email for each shipment generated. Options: Yes / No |
| Shipment Email Sender | Store View | Identifies the store contact that appears as the sender of the message. Default sender: Sales Representative |
| Shipment Email Template | Store View | Identifies the template that is sent when a shipment is generated for a customer. Default template: New Shipment |
| Shipment Email Template for Guest | Store View | Identifies the template that is sent when a shipment is generated for a guest. Default template: New Shipment for Guest |
| Send Shipment Email Copy To | Store View | Provides the email address of anyone who should receive a copy of a shipment email. Separate multiple addresses with a comma. |
| Send Shipment Email Copy Method | Store View | Indicates the method used to send the copy. Options include:Bcc - Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer.Separate Email - Sends the copy as a separate email. |
Shipment Comments
| Field | Scope | Description |
|---|---|---|
| Enabled | Store View | When enabled, sends a transactional email for each shipment comment. Options: Yes / No |
| Shipment Comment Email Sender | Store View | Identifies the store contact that appears as the message sender. Default sender: Sales Representative |
| Shipment Comment Email Template | Store View | Identifies the template that is sent when a comment is added to a customer shipment. Default template: Shipment Update |
| Shipment Comment Email Template for Guest | Store View | Identifies the template that is sent when a comment is added to a guest shipment. Default template: Shipment Update for Guest |
| Send Shipment Comment Email Copy To | Store View | Provides the email address of anyone to receive a copy of a shipment comment email. Separate multiple addresses with a comma. |
| Send Shipment Comments Email Copy Method | Store View | Indicates the email method used to send the copy. Options include:Bcc - Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer.Separate Email - Sends the copy as a separate email. |
Credit Memo
| Field | Scope | Description |
|---|---|---|
| Enabled | Store View | Activates the transactional email for each credit memo generated. Options: Yes / No |
| Credit Memo Email Sender | Store View | Identifies the store contact that appears as the sender of the message. Default sender: Sales Representative |
| Credit Memo Email Template | Store View | Identifies the template that is sent when a credit memo is generated for a customer. Default template: New Credit Memo |
| Credit Memo Email Template for Guest | Store View | Identifies the template that is sent when a credit memo is generated for a guest. Default template: New Credit Memo for Guest |
| Send Credit Memo Email Copy To | Store View | Provides the email address of anyone who should receive a copy of a credit memo email. Separate multiple addresses with a comma. |
| Send Credit Memo Email Copy Method | Store View | Indicates the method used to send the copy. Options include:Bcc - Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer.Separate Email - Sends the copy as a separate email. |
Credit Memo Comments
| Field | Scope | Description |
|---|---|---|
| Enabled | Store View | When enabled, sends a transactional email for each credit memo comment. Options: Yes / No |
| Credit Memo Comment Email Sender | Store View | Identifies the store contact that appears as the message sender. Default sender: Sales Representative |
| Credit Memo Comment Email Template | Store View | Identifies the template that is sent when a comment is added to a customer credit memo. Default template: Credit Memo Update |
| Credit Memo Comment Email Template for Guest | Store View | Identifies the template that is sent when a comment is added to a guest credit memo. Default template: Credit Memo Update for Guest |
| Send Credit Memo Comment Email Copy To | Store View | Specifies the email address of anyone to receive a copy of a credit memo comment email. Separate multiple addresses with a comma. |
| Send Credit Memo Comments Email Copy Method | Store View | Indicates the email method used to send the copy. Options include:Bcc - Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer.Separate Email - Sends the copy as a separate email. |
Order Ready For Pickup in Store
| Field | Scope | Description |
|---|---|---|
| Enabled | Store View | When enabled, sends a transactional email when an order is ready for in-store pickup. Options: Yes / No |
| Order Ready For Pickup Email Sender | Store View | Identifies the store contact that appears as the message sender. Default sender: General Contact |
| Order Ready For Pickup Email Template | Store View | Identifies the template that is used for the transactional email for each order that is ready for pickup in store for a registered customer. Default template: Order is Ready for Pickup |
| Order Ready For Pickup Email Template for Guest | Store View | Identifies the template that is used for the transactional email for each order that is ready for pickup in store for a guest. Default template: Order is Ready for Pickup for Guest |
| Send Order Ready For Pickup Email Copy To | Store View | Specifies the email address of anyone to receive a copy of an Order Ready For Pickup email. Separate multiple addresses with a comma. |
| Send Order Ready For Pickup Email Copy Method | Store View | Indicates the email method used to send the copy. Options:Bcc - Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer.Separate Email - Sends the copy as a separate email. |
Purchase Order Approval
 |
| Field | Scope | Description |
|---|---|---|
| Enabled | Store View | When enabled, sends emails during the purchase order process. Options: Yes / No |
| Created and requires Approval Purchase Order (to Buyer) | Store View | Sends an email confirmation to the purchase order creator. |
| Created and Automatically approved Purchase Order (to Buyer) | Store View | Sends an email confirmation to the purchase order creator. |
| Approved Purchase Order (to Buyer) | Store View | Sends an email to the creator on purchase order approval. |
| Rejected Purchase Order (to Buyer) | Store View | Sends an email to the creator when the purchase order has been rejected. |
| Comment added to Purchase Order | Store View | Sends an email to the creator when a comment has been added to the PO. |
| Error creating Order from Purchase Order (to Buyer) | Store View | Notifies creator that an error occurred when converting a PO to an order. |
| Purchase Order required Approval (to Approver) | Store View | Sends an email to notify the approver that the purchase order requires their approval. |
Quote
|
|
| Field | Scope | Description |
|---|---|---|
| Enabled | Store View | Enables quote email messages to be sent from the current store view. Options: Yes / No |
| Updated Quote Template (to Buyer) | Store View | Determines the email template that is used for notification sent to the buyer when an updated quote is available. Default template: Updated Quote |
| Declined Quote Template (to Buyer) | Store View | Determines the email template that is used for notification sent to the buyer when a quote is declined. Default template: Declined Quote |
| New Quote Template (to Seller) | Store View | Determines the email template that is used for notification sent to the seller when a request for a new quote is received. Default template: New Quote |
| Updated Quote Template (to Seller) | Store View | Determines the email template that is used for notification sent to the seller when an updated quote is received. Default template: Updated Quote |
| Quote Expiration (in 48 hrs) | Store View | Specifies the email template that is used for the expiration notice that is sent 48 hours before the quote expires. Default template: Expiration Warning |
| Quote Expiration (in 24 hrs) | Store View | Specifies the email template that is used for the expiration notice that is sent 24 hours before the quote expires. Default template: Expiration Warning 1 |
| Expiration Date Reset | Store View | Specifies the email template that is used for the notice that is sent when the expiration date changes. Default template: Expiration Date Reset |
| Send Quote Email Copy To | Store View | Specifies the email address of each person who is to receive a copy of the quote email. Separate multiple addresses with a comma. |
| Send Quote Email Copy Method | Store View | Indicates the email method used to send the copy. Options include:Bcc - Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer.Separate Email - Sends the copy as a separate email. |
RMA
 |
| Field | Scope | Description |
|---|---|---|
| Enabled | Store View | Activates email notification for each RMA generated. Options: Yes / No |
| RMA Email Sender | Store View | Identifies the store contact that appears as the sender of the message. Default value: Sales Representative |
| RMA Email Template | Store View | Determines the email template that is used for the notification sent when an RMA is generated for a customer. Default template: New RMA |
| RMA Email Template for Guest | Store View | Determines the template that is sent when an RMA is generated for a guest. Default template: New RMA for Guest |
| Send RMA Email Copy To | Store View | Provides the email address of anyone who should receive a copy of an RMA email. Separate multiple addresses with a comma. |
| Send RMA Email Copy Method | Store View | Indicates the email method used to send the copy. Options include:Bcc - Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer.Separate Email - Sends the copy as a separate email. |
RMA Authorization
|
|
| Field | Scope | Description |
|---|---|---|
| Enabled | Store View | When enabled, sends an email notification for each RMA authorization. Options: Yes / No |
| RMA Authorization Email Sender | Store View | Identifies the store contact that appears as the message sender. Default value: Sales Representative |
| RMA Authorization Email Template | Store View | Determines the email template that is used when an RMA authorization notification is sent. Default template: RMA Authorization |
| RMA Authorization Email Template for Guest | Store View | Determines the template that is used when an RMA authorization notification is sent to a guest. Default template: RMA Authorization for Guest |
| Send RMA Authorization Email Copy To | Store View | Provides the email address of anyone to receive a copy of an RMA authorization email. Separate multiple addresses with a comma. |
| Send RMA Authorization Email Copy Method | Store View | Indicates the email method used to send the copy. Options include:Bcc - Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer.Separate Email - Sends the copy as a separate email. |
RMA Admin Comments
|
|
| Field | Scope | Description |
|---|---|---|
| Enabled | Store View | When enabled, sends an email notification for each RMA Admin comment. Options: Yes / No |
| RMA Comment Email Sender | Store View | Identifies the store contact that appears as the message sender. Default value: Sales Representative |
| RMA Comment Email Template | Store View | Determines the email template that is used when an Admin adds a comment to an RMA for a customer. Default template: RMA Admin Comments |
| RMA Comment Email Template for Guest | Store View | Determines the template that is used when an Admin adds a comment to an RMA for a guest. Default template: RMA Admin Comments for Guest |
| Send RMA Comment Email Copy To | Store View | Provides the email address of anyone to receive a copy of the notification. Separate multiple addresses with a comma. |
| Send RMA Comments Email Copy Method | Store View | Indicates the email method used to send the copy. Options include:Bcc - Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer.Separate Email - Sends the copy as a separate email. |
RMA Customer Comments
|
|
| Field | Scope | Description |
|---|---|---|
| Enabled | Store View | When enabled, sends an email notification for each RMA customer comment. Options: Yes / No |
| RMA Comment Email Sender | Store View | Identifies the store contact that appears as the message sender. Default value: Customer Support |
| RMA Comment Email Recipient | Store View | Identifies the store contact that is the recipient of the customer comment email. Default value: Sales Representative |
| RMA Comment Email Template | Store View | Determines the email template that is used when a customer adds a comment to an RMA. Default template: RMA Admin Comments |
| Send RMA Comment Email Copy To | Store View | Provides the email address of anyone to receive a copy of the notification. Separate multiple addresses with a comma. |
| Send RMA Comments Email Copy Method | Store View | Indicates the email method used to send the copy. Options include:Bcc - Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer.Separate Email - Sends the copy as a separate email. |
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