Feature - Add HTML Version of Order Acknowledgement Email
Version: 8.6 & Up
A new HTML version of the Order Acknowledgement email has been created in Elliott 8.6. Setup for this feature is found in: Global Setup --> cop-Func --> print order/quote/rmA. This feature is related to HTML Quote Acknowledgement. See this following KB article: https://support.elliott.com/knowledgebase/articles/1998094-feature-add-html-version-of-quote-acknowledgemen
To use the HTML version of the acknowledgement, enter any valid value in field 4 as follows:
After tabbing off the field 4, a window will pop up:
Enter "H" to get the new HTML version. "T" will result in the current text version of the email. Keep in mind the HTML version of the email is only supported with Elliott 8.6 and up. In prior versions, only the text email format was supported.
The following is a sample HTML version of the Order Acknowledgment.
The company name and address on the top left corner is based on company setup information. This HTML format is hardcoded. At this moment, you can't customize it.
eContact Flag and Order Acknowledgement
Keep in mind that in Elliott 8.6, the order acknowledgement email is determined based on eContact flags. This includes:
- Order eContact: By default, all order eContacts are qualified to send order acknowledgement emails.
- Customer eContact: By default, the system will not send order acknowledgement emails to customer eContacts unless you specifically designate them.
- Ship-To eContact: Same principle as customer eContact.
- Salesman eContact: Same principle as customer eContact.
The follow sample screen shows a customer's eContact that is designated to receive order acknowledgement emails. It means he/she will always receive an order acknowledgement email for any order made by this customer. You can access this flag from Customer eContact, Web tab, "Email Docs..." button.
Print Customer Item on Order Acknowledgement
The following flag in Global Setup -> Cop-Ctl -> Customer Item Xrf, will determine if the customer's item will be printed on the order acknowledgement:
4. Print Customer Item on Order Ack/Quote/RAM
See sample screen below when above flag is set to "Y":
Order Acknowledgement Email also supports the printing of order headers and line item notes if the corresponding note types are set up to do so.
Send Order Acknowledgement Email Interactively
In Global Setup -> Cop-Func -> Print Order/Quote/RMA, if the flag "4. Send Immediate Acknowledgement (Order Entry)?" is not set to "N," then after finishing entering the order quote, the system will prompt whether to Email or Print the order acknowledgement with this message at the bottom left corner:
Immediate Acknowledgement (E=Mail, P=Print, B=Both, N=No)
If you answer "E" or "B," then the order acknowledgement email will be sent.
You may interact with the email client or send the email directly with no more interaction. This depends on the following flag:
11. Send Immediate Email Interactively?If this flag is set to "N," then the email will be sent and a confirmation message will indicate so.
If the value is "Y" and the order acknowledgement is to be sent in HTML format, we will bring up the Elliott SMTP email client. See sample screen below.
In the above example, you can change from, to, cc, bcc, subject, and attachment in the email. This feature could be helpful if your customer service reps need to reconfirm a customer's email address.
You can also change the subject of the email to be more specific to the order. If you wish, you can also change the body of the email, as long as you know how to edit HTML.
On the other hand, if you choose the order acknowledgement to be sent in text format, then we can use either the Elliott SMTP email client or Outlook. This depends on the email setup in Setup -> Misc. tab -> Email Settings -> Check box for "For interactive email..." See sample screen below:
The main takeaway is that Elliott uses Simple MAPI to interact with Outlook. Simple MAPI does not support HTML email format. Therefore, if you choose to send emails in HTML format, we must interact with the Elliott SMTP email client.
See also the following related articles for HTML quote, sales desk quote and shipment acknowledgements:
Modified programs: CP01P2E, CPIMDACK, CPACKHTM (new), EMLHTMN.PL (new)
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