Keep your customers up to date with package tracking by E-mail
To ensure that your customers are informed via e-mail with a shipping confirmation + tracking code for the parcel when the delivery note is created, proceed as follows:
- Create an E-mail template
- Open the transaction Custom fields [BAS01] -> click on the tab Systemconfig -> select E-mail template rules -> click on the plus button New
- Select the E-mail template you just created, enter a Name (e.g. shipping confirmation) and select a SalesDocType. If you always create delivery notes at last, select Delivery note.
- Fill in the other fields as required (e.g. Marketplace = Idealo)
- Save
Now you have created an E-mail which is assigned to the selected sales type. This is how you create the automatic dispatch:
- Open the transaction E-mail workflows [EMW01] -> click on the plus button New
- Select your previously created E-mail template -> activate Attach document -> Save
- After saving, your display extends
- Click on the plus button New
- Configure as follows:
Range = Sale
Field = Sales document typeValue =Delivery note - Activate Define as trigger -> Save
- Click on the green diskette symbol Save
- If you want to set up this E-mail workflow for a certain marketplace, repeat steps 4-7. In step 5, configure as follows:
Range = Sale
Field = Marketplace
Value =Your desired marketplace