This guide will show how to configure this for Orders from a specific source channel, such as an integration or a template. For a non-channel-specific setup, see how to set up general communication templates.
Introduction
Shipedge provides the flexibility to customize information displayed on packing lists, such as the Return Address, Promotional Messages, and Logos. You can also configure templates for specific notifications, such as shipped order notifications.
Important considerations
Some features are available only as global configurations and cannot be customized for specific sales channels. Ensure you understand which settings apply globally and which can be used for individual sales channels.
The configuration shown in this guide applies to orders from a specified source channel, such as integrations or templates.
Navigation
Navigate to OMS → Orders → Integrations and look for the sales channel you want to work with, click on the Left icon → Communications templates:
Setup
To set up your template, you'll need to fill out the template as shown below.
Store Packing List
Fill in the necessary information in the 'packing list' section.
The information can only be edited if the packing list is enabled.
On/Off: Enable or disable this packing list. If disabled, the 'global' packing list will be used for orders from this sales channel.
Promotion: Add any promotional message you want to include. You can rename the attribute by clicking on the white text box on the left. This can be a promotion, a thank-you message, or any custom text. The message will appear at the bottom of the packing list.
Policies: Add any policy-related message you want to include. You can rename the attribute by clicking on the white text box on the left. This can be a policy, a thank-you message, or any other custom text. The message will also appear at the bottom of the packing list.
Slogan: Any slogan message you want to include. This message will appear in the notification emails sent on your behalf (such as shipped and backorder emails).
Image Logo: Upload a custom logo for this packing list. If you want to keep the current logo, select the 'Keep' option. If a new logo is uploaded, the 'Replace' option will be selected by default.
Return Address: Specify the return (ship-from) address to be shown on packing lists and shipping labels, helping customers identify where to send returns.
Remember to click Save when you are done.
Shipped orders notification
Customize the subject, header, and footer of the notification emails sent to your customers when an order is shipped. Scroll down to the 'Order Shipped Notifications' section, and fill in the necessary information.
On/Off: Enable or disable this notification template. If disabled, the 'global' shipped orders notification template will be used for this sales channel.
Order Shipped Subject: The subject of the shipped notification email sent to your customers.
Order Shipped Header: The header of the shipped notification email sent to your customers.
Order Shipped Footer: The footer of the shipped notification email sent to your customers.
Backorders notification
Customize the subject, header, and footer of the notification emails sent to your customers when an order is in 'backorder' status.
Scroll down to the 'Backorder notification' section, fill in the necessary information.
On/Off: Enable or disable this notification template. If disabled, the 'global' backorder notification template will be used for this sales channel.
Backorder Shipped Subject: The subject of the backorder notification email sent to your customers.
Backorder Shipped Header: The header of the backorder notification email sent to your customers.
Backorder Shipped Footer: The footer of the backorder notification email sent to your customers.
Remember to click Save when you are done.
External URLs
You can configure external URLs for your orders, so you can be redirected to an external page (like your shopping cart order details) when clicking on the order number, or reference number, from the order details.
This improves the workflow between ShipEdge and your shopping cart.
To do this, scroll down to the 'Links to selling Channel or Tool' and fill in the necessary information.
Order External URL: The URL used for order numbers. The system will append the Order# to the end of this URL.
Reference External URL: The URL used for order reference numbers. The system will append the Reference# to the end of this URL.
Remember to click Save when you are done.
Troubleshooting
Having issues configuring communication templates?
Check out our FAQ - Communication templates to find answers to common issues you may be experiencing!