Is there a template for Order Fulfillment / Shipme...
# advancedpdf
p
Is there a template for Order Fulfillment / Shipment Confirmation? Looking to send an email when the tracking information is added to the fulfillment record.
m
hey @Paul, did you figure out a way to do that? I'm also looking to do the same, NetSuite does have a native option to send fulfillment emails, but we need to be able to override it on some IFs not to send the email (i.e. if we're just fulfilling a non-inventory item etc)
one workaround to stop the native IF shipped email on one specific transaction is to remove the email address from the sales order, as it sends it to that email address (on the sales order record)
p
@Mendy you can turn off the automated email and create a workflow with the "send email" action attached to the item fulfillment. then you can set conditions like if item = inventory item. you'll also need to create your own email template and a couple of custom fields to store the tracking numbers
p
@Mendy We're planning to use an external solution. The NetSuite fulfillment email templates were atrocious without much ability to customize them. If you've found a different solution I'd love to hear. @pmendola Is it possible to send an advanced email template using a workflow? When I attempted this method I was stuck with only the basic email templates.
p
we're just using the basic email templates, but they include tracking link to carrier, send from sales rep on sales order etc..but yea if you need the advanced features....
m
@pmendola with a workflow i wouldn't be able to list items and tracking number in the email template without using custom fields on the main line for the item and tracking no., is that right?