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.
Open the delivery note pre-build
1. Click this link.
2. Click "Prebuilds"
3. Click "Delivery Notes"
4. Edit the pre-build
5. Click "Automated Messages"
Create the automated message
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
Set the recipient and sender
11. Put {ClientContactEmail} in the "To" field
12. Set either the assigned user's email or a specific account, such as [email protected]
Add the subject and tracking details
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
Test and copy the message
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
Learn more: delivery notes in Zigaflow