Web developers can edit the appearance of web commerce e-mails. For example, you can change the alignment or color of e-mails. You can also undo edits.
You can edit the following email types:
Edit the appearance of general e-mails by changing the E-mail Template.
Edit sales order entry e-mails by changing the SOE E-mail Order template. These e-mail documents include bids, order acknowledgements, and invoices.
Edit purchase order entry e-mails by changing the POE E-mail Order template. These e-mail documents include purchase orders, and purchase orders for direct shipments.
Edit by opening an e-mail template from the Web Email HTML Maintenance screen. You can open the template's programming code for viewing or editing.
Before editing, make sure you have a solid understanding of the following:
HTML (HyperText Markup Language) tags and coding.
Eclipse features, variables, and editing techniques.
From the System > Custom > Add-on Products > Outbound Email menu, select Email HTML Maint to display the Web Email HTML Maintenance screen.
Place your cursor on a line item in the Description column to select a template that you want to work on. For example, you would use the SOE Email Order template to edit the e-mails for bids, orders, and invoices.
The HTML column indicates whether the code is original, as provided by Eclipse, or has been modified. For example, the word Site indicates the SOE Email Order template was modified by someone at your site. Site displays whenever a template is opened for editing, whether or not any editing occurs.
Use one of the following hot keys:
View Original – Opens the original e-mail template code for viewing only. Press Esc to close the viewing screen. No changes are saved.
Edit – Opens the template's programming code for editing. Press Esc to close the editing screen and save your changes.
Press Esc to close the Outbound Email Maintenance screen.
Test edited forms immediately to ensure they appear as expected. For example, trigger test e-mails by sending them to yourself.
From the System > Custom > Add-on Products > Outbound Email menu, select Email HTML Maint to display the Web Email HTML Maintenance screen.
Use the cursor to select an e-mail template.
Use the Undo Custom hot key to display one of two Undo Changes prompts.
Respond to whichever of these prompts displays:
Undo Changes to <template file name> (Y/N). This prompt displays if the template has only been edited one time. Enter Y to revert to the original template code. The HTML field indicator changes back to Original.
Undo <template name> Ver# <revision number>/All Versions/Nothing? (V/A/N). This prompt displays if the template has been edited more than one time. Enter A to revert to the original template code, undoing all versions, or enter V to only undo the version number listed in the prompt.
For example, the prompt displays the file name for the SOE Email Order template, which was edited on site. Entering V, in this example, only undoes the third editing session. Entering A undoes the edits from all three editing sessions. Entering N leaves all the edits, aborting from the prompt.
After you undo all changes, the HTML field indicator changes back to Original.
See Also: