Your store has many email notification templates. These can be modified to align with your business processes and needs. They are emailed to you, your staff, or your customers, depending on the event as well as your email configurations.

Enabling the email notifications

  1. Click on the email category

  2. Check the checkbox “Email …” to enable the notification

**** The following notifications are enabled by default: New Company Account, Shopping List Approval Process Notification, New Super Admin Welcome Email, and Invoice Creation Notification

Editing the email templates

  1. Click on an email category to open the Mail Template

  2. Edit the Subject and Email body in the template

  3. Refer to the table that provides the options for inserting dynamic values

  4. Save the email template

The following email templates are available:

Company Admin User will receive a welcome email when a new company account is generated in the store.

Email Company Admin rejection email when a new company account is rejected.

Approvers (All Company Admin Users/Senior Buyers under the same company) will receive notifications when the submitter (Junior buyer) submits Shopping List for approval.

Super Admin will receive a welcome email once created in the store.

When the quote is approaching expiration, the quote owner will receive a reminder email.

This will send a notification when a request for a quote form is submitted by storefront users.

Company Users who placed the order will receive a notification when an invoice is issued.

When the invoice is approaching the due date, the owner of the invoice will receive a reminder email.

Company Users who placed the order will receive a notification when an invoice is past due and not paid.

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