Notification Templates

The Notification Templates module of the system allows users to manage and configure various notification templates for communication with customers and suppliers. This module ensures that notifications are sent out consistently and professionally, improving communication and reducing manual effort. Below is a detailed guide on how to perform various tasks within the Notification Templates module.

1. Sender Ledger

The Sender Ledger feature allows users to manage the sender details that will appear on notifications sent out to customers and suppliers.

• View Sender Details: See all sender details with information such as sender name, email address, phone number, and address.
• Add Sender Detail: Create new sender details by specifying the sender name, email address, phone number, and address.
• Edit Sender Detail: Modify existing sender details.
• Delete Sender Detail: Remove sender details that are no longer needed.
• Search Sender Details: Use the search bar to find specific sender details by name or email address.
• Filter Sender Details: Apply filters to narrow down the sender details list based on criteria such as name or address.

2. Customer Notifications

The Customer Notifications feature allows users to manage and configure notification templates for various customer-related events.

New Sale

• View New Sale Template: See the template used for notifying customers of new sales.
• Edit New Sale Template: Modify the content of the new sale notification template.
• Activate/Deactivate Template: Enable or disable the new sale notification template.
• Test Template: Send a test notification to verify the template’s content and formatting.

Payment Received

• View Payment Received Template: See the template used for notifying customers of payments received.
• Edit Payment Received Template: Modify the content of the payment received notification template.
• Activate/Deactivate Template: Enable or disable the payment received notification template.
• Test Template: Send a test notification to verify the template’s content and formatting.

Payment Reminder

• View Payment Reminder Template: See the template used for reminding customers of pending payments.
• Edit Payment Reminder Template: Modify the content of the payment reminder notification template.
• Activate/Deactivate Template: Enable or disable the payment reminder notification template.
• Test Template: Send a test notification to verify the template’s content and formatting.

New Booking

• View New Booking Template: See the template used for notifying customers of new bookings.
• Edit New Booking Template: Modify the content of the new booking notification template.
• Activate/Deactivate Template: Enable or disable the new booking notification template.
• Test Template: Send a test notification to verify the template’s content and formatting.

New Quotation

• View New Quotation Template: See the template used for notifying customers of new quotations.
• Edit New Quotation Template: Modify the content of the new quotation notification template.
• Activate/Deactivate Template: Enable or disable the new quotation notification template.
• Test Template: Send a test notification to verify the template’s content and formatting.

3. Supplier Notifications

The Supplier Notifications feature allows users to manage and configure notification templates for various supplier-related events.

New Order

• View New Order Template: See the template used for notifying suppliers of new orders.
• Edit New Order Template: Modify the content of the new order notification template.
• Activate/Deactivate Template: Enable or disable the new order notification template.
• Test Template: Send a test notification to verify the template’s content and formatting.

Payment Paid

• View Payment Paid Template: See the template used for notifying suppliers of payments made.
• Edit Payment Paid Template: Modify the content of the payment paid notification template.
• Activate/Deactivate Template: Enable or disable the payment paid notification template.
• Test Template: Send a test notification to verify the template’s content and formatting.

Items Received

• View Items Received Template: See the template used for notifying suppliers of items received.
• Edit Items Received Template: Modify the content of the items received notification template.
• Activate/Deactivate Template: Enable or disable the items received notification template.
• Test Template: Send a test notification to verify the template’s content and formatting.

Items Pending

• View Items Pending Template: See the template used for notifying suppliers of items pending.
• Edit Items Pending Template: Modify the content of the items pending notification template.
• Activate/Deactivate Template: Enable or disable the items pending notification template.
• Test Template: Send a test notification to verify the template’s content and formatting.

Purchase Order

• View Purchase Order Template: See the template used for notifying suppliers of purchase orders.
• Edit Purchase Order Template: Modify the content of the purchase order notification template.
• Activate/Deactivate Template: Enable or disable the purchase order notification template.
• Test Template: Send a test notification to verify the template’s content and formatting.