Return/Cancellation Orders - Email Templates

This guide will run through with you how to set up and use the email templates.  which can give you a custom email to send to the customer based on the reason selected for order returns or cancellations. 

Setting up the email template.

File Maintenance > Reason Maintenance > Sales and Returns 

you can then create a new reason code or edit an existing one. 

you will then see a section at the bottom for an email template. 

this is where you can create a custom email for this reason code. 

the email template has a number of mail merge fields.  which can be used to make the email more personal. 

[CUSTOMER_FIRST_NAME]

[CUSTOMER_LAST_NAME]

[CUSTOMER_NAME]

[ORDER_NUMBER]

[RETURN_NOTE]

[PRODUCTS]

[PAYMENT_METHOD]

[REFUND_AMOUNT]

Press update to save the email template. 

Using the Template. 

Proceed with your return or cancellation as normal. 

when you select the reason you want to use.  

you can tick "Sent Cancellation Email" using template. 

which will bring up the custom email from that reason code. 

you'll notice the mail merge items will be filled in.  giving you a preview of the email. 

anything you type in the notes box.  

will appear in the email if you used the [RETURN_NOTE] mail merge field. 

Complete the Cancellation or Return as Normal. 

How the Email Looks

the customer will get an email about the refund. but instead of the normal one, they will get the template email that you have sent. 

here is an example of how the body of text looks. 

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