Q: I want to customize the table in the automated email sent to a vendor. How can I do that?
A: You can customize the order table in any automated email, including the email sent to vendors. The order table is an available field that can be included in your Automated Emails and contains useful information for every item in an order. However, all the default information in the order table might not be necessary for your operation.
To customize the order table, follow these directions:
Go to Communications > Emails > Automated Emails.
Select the dropdown for the specific feature the email is contained in and click "Edit" for the automated email you would like to change. For example, if this is the special order email to the vendor, you would select the "Special Orders" drop-down and then click edit for "When the order is sent to vendor..."
Toggle the option for "Customize Email" (if necessary).
Click the button for "Order Table." This button can be found by scrolling down to the area on the right side below the available fields (as shown below).
Check or uncheck the boxes next to the fields you want to add/remove. You can also drag the fields to re-order them as necessary using the
symbol (as shown below).
Click "Save."
Make any other adjustments to the automated email (if necessary).
Click "Save."
