If the tracking details are entered into the purchase order by the supplier and the delivery note is created from that, they are copied to the delivery note. Otherwise, they can be manually entered on the delivery note for use in this message.

1. Click this link.

2. Click "Prebuilds"

3. Click "Delivery Notes"

4. Edit the pre-build

5. Click "Automated Messages"

6. Click "New Automated Message"

7. Click "Blank"

8. Give the message a name (for internal use only)

9. Make sure the message is "Active"

10. Set the status to the one you want to trigger the email on

11. Put {ClientContactEmail} in the "To" field

12. Set either the assigned user's email or a specific account, such as [email protected]

13. Enter a subject. Use the {LinkedJobs} variable to refer to the Job/Sales Order number

14. Add these tags to the email text:

{TrackingShipper} - the name of the shipping company

{TrackingLink} - this will take the customer to that shipper's tracking page with the tracking number pre-set

15. Tick this to include the Delivery Note PDF with the email

16. Check the email works

17. If any variables are not recognized, they will still have the {} brackets around them. Note that on the template, there is not data for tracking, but this will populate on a resulting delivery note.

Click the "x" to close

18. Click "×"

19. The message can be easily copied to other delivery note pre-builds using the "Copy to Other Pre-Builds" button