1. This article explains how to configure your company email addresses within Pallet Connect and outlines the purpose of each email setting. Correctly setting up these emails ensures that communications, notifications and paperwork are sent to the right teams and contacts.
System Settings > Company Information:
- Accounts Email:
This is the primary email address associated with the company's profile. It will appear on the header of most official documents and communications sent from Pallet Connect, including paperwork sent to customers, suppliers, and vendors. It can be added to email layouts. - Order Enquiries Email:
A secondary email that can be used in email templates as a wild card (only when customizing your Emails in Settings >> Email Layouts). - Info Email:
The Info Email is only used if user also used the setting "COPY NEW USER EMAIL TO INFO", then it will send to it when a user is created. It can be added to email layouts. - Urgent Email Address:
A special email address that will receive an alert when an order is entered and marked as "urgent".
NOTE: One other email address can be found in the System Settings >Email Settings section:
-
Reply to Email Address:
This is the email address where replies are sent from Pallet Connect generated emails e.g. Order confirmation email. If this is left blank the system will use the Accounts Email as a reply.
To review or add the email address, navigate to System Settings from the Main Menu.
2. Click Company Information.
3. Users with access to Settings will be able to see and modify each email address.
4. Below are examples of how the email address will appear on a document sent from Pallet Connect:
The 'Accounts Email' will show on Proof of Delivery, Delivery Slip, Invoice, Pro-Forma Invoice and Rebate. See examples below:
- Invoice:
5. 2. Proof of Delivery
