One Stop Order Processing
www.1stoporders.co.uk

Name
The template name is your own name that is used to identify the template to use to send emails. This name is not sent as part of the email.

Subject
The subject that is displayed in the email. You can use order specific information by using certain words. These are explained in the Message section (below).

NOTE: If you want to edit the email subject before sending put the text [%EDIT%] at the start of the email subject. When you send an email you are then shown the email subject and can make any changes required. For example, to allow the subject entitled Order [%ORD_NUM%] has been shipped to be edited before sending change the title to be [%EDIT%]Order [%ORD_NUM%] has been shipped.

Who to send email to
When you send a customer email you can choose who to send it to:

Send to customer email address
The customer invoice address from the order is used.

Prompt for email address
A dialog is displayed before the email is sent prompting you for an email address.

Use CC email address
The email address entered into the CC field is used.

Send to Product supplier's email address
If you are using suppliers and want each supplier to receive an email for the product's that they sell (to despatch to your customer) use this option. You will need to use the relevant macros for suppliers (described in the Macros section further down). You can also use the Suppliers template.

CC
You can also send the email to a 3^rd party. This can be used to notify other areas of your company of the order. If you want to send the email to more than 1 email address you can separate the emails with a semi-colon (;). For example, WareHouse@Email.com; Accounts@Email.com.

BCC
You can also send the email to someone without the other recipients seeing who it is being sent to

Message
The message to send in the email. When you enter a new name to store the email text (in the Store message as control) and press the Change button you are asked if you want a default HTML or plain text email. This is created with all available order specific words available. The ones not required can be removed. These are described below. When you amend your email text you can choose the editor to use. Notepad is generally satisfactory for plain text emails. If you are creating html emails you can use your desired editor (e.g. Dreamweaver or Microsoft Word).

The available order information codes are shown below. When the email is sent they are replaced with the information specific to the order. If you want to send more detailed information to the customer you can attach their Invoice or Packing List.

The macros that can be used are shown further down.

Attachments
You can also attach other information to the email. These can be sent as they are or in a zip file. You can either select the customer’s invoice or packing list (as an HTML or PDF file) or another report.
You can also attach other files. These can be used to include other information specific to your company (e.g. Terms and Conditions). If you want to send more than 1 additional file you simply separate the files to send by a semi-colon (;). For example, C:\Admin\TAndC.txt; Offers.html. You can send up to 19 attachments in this way.

NOTE:
If you are using PDF attachments you will need to install a PDF convertor (that converts HTML to PDF). By default, the Free (Open Source) is setup and needs to be installed. To do this do the following:

1. Use the following link to access the PDF convertor

https://wkhtmltopdf.org/downloads.html

2. Download and install the 32-bit link from :

Windows (MinGW) 0.12.4 32-bit / 64-bit for Windows XP/2003 or later; standalone

3. After installing this PDF driver you can now export as a PDF.

Advanced information

There is a ... button next to the export type in the email templates now that allows you to add in a post-processing program (app) to do something with the html attachment. By default when PDF is selected this is changed to:

C:\Program Files (x86)\wkhtmltopdf\bin\wkhtmltopdf.exe <FileName> <OutputFileName>

You can use this feature to do your own processing if needed (e.g. the PDF driver installed above can also export to PNG or JPG). They can also use this to put in a different driver if needed.

Edit email before sending
If you want to verify or edit an email before sending the email select either Edit or Edit using external editor. If you are using an HTML template this will always use the external editor.

Add comment to order memo when sent
When the email is sent the comment is added to the memo field in the order. This can be viewed from the order details memo page. The time and date when sent are also added. You can use any fields used in the message. The comment defaults to the email subject.

Add email to order memo when sent
You can keep a history of all the emails sent to your customers by ticking this option. It places the emails in the memo tab of the order. You can have up to 20,000 characters in the order's memo tab.

Email status flags
If you want to make sure that you only send an email for an order once, tick the Dont't send email if flag is set and Set flag after email is sent . You can then select which flag this template uses to check if an email has been sent. Normally the Order shipped and Feedback emails can be used. There are 2 additional flags that can be used for other associated emails. Click on the Configure button to rename the flags.

Custom entered fields can be used to add you own information to each order. These values can be entered on the Custom values tab on each order.

Advanced Macros

As well as using macros that represent order, customer or product values you can use the following macros to perform calculations and conditional values. This can be useful if you want to display values that are based upon calculations (e.g. shipping costs based on grand total). You can also conditionally display different text based on other values.

The values used are defined earlier in this section, e.g. [%LISTED_ON%]

Including external files
You can include the contents of external files (e.g. Terms and Conditions) by using the #=# macro

For example,

#=#C:\TermsAndConds.txt#=#


Macros within emails
You can use macros within emails by putting a #!# around the macro.

These can be used to display different values in emails depending upon other order values. To do this you must use #!# around the macro to run. For example,

#!#[%ORD_GRAND_TOTAL%][<]10[Royal Mail][UKMail]#!#

One Stop Order Processing allows you to import and process orders for Ebay, Amazon, SellerDeck, Shopify, Magento, osCommerce, BigCommerce, RomanCart, eBid, XCart, Oxatis, Groupon, Wowcher, Paypal, Cdiscount. ekmpowershop, Etsy, Flubit, OpenCart, PinnacleCart, PrestaShop, WooCommerce, Weebly, ChannelAdvisor, ASOS Marketplace, OnBuy, Mighty Deals , Mail Order and Telephone Sales