Proposal summary

This proposal covers the scope of the email message creation for sales order using the custom button “Email CS”.

Requirement 

UteMaster NZ Ltd  would like to prepare  email templates  for sales orders. A custom button need to add in the sales order “Email CS” .When this button is clicked, a new email will be created to send an email to sales@utemaster.co.nz.A list of templates will be available in a drop down for the team to select to prefill the email:

• Address request
• Delay notification
• Fulfilment Notification
• Vehicle request

This list will need to be able to be customised and the templates will need to be customisable. 

Our Solution

The requirement can be achieved by adding a custom button “Email CS” on the sales order . The Button “Email CS” will be added on the sales order record using script. Upon clicking on the button,  a new email widget will be opened. We will set the default recipient mail as sales@utemaster.co.nz. 

You can select the proper email template from the template list and you can edit the message content if needed. After that you can send the email from that email widget as usual.

A list of templates will be available in a drop down for the team to select to prefill the email:

• Address request
• Delay notification
• Fulfilment Notification
• Vehicle request

For only showing this above list of templates we will create an email template category.The email category will work only if the user enables the email category from the navigation Setup > Company > Enable Features > CRM > CRM Template Categories.

Currently this feature is not enabled in your account. We will enable this feature during the development.

Steps to generate new category

1. Create a new template category.
   Documents → Templates → Template category → New → Email
   (eg: Create category for sales order with internal id 1 or else)

We will create a template category for Sales Order  and will add the corresponding email templates you have created. Or you can add the necessary email templates to the created template category for sales order.

Users can add or remove templates from the template category using attach and remove buttons.

Screenshot of sample email template category added below.

Assumption

1. You can create multiple template categories according to your business. Currently in our script we are considering the sales order category only. So we will hardcode the internal id of the sales order category in the script. So that category should not be deleted in future for the proper working of the script.
2. We assume that a list of templates will be created from your side.
3. “Email CS “ button will be added on every sales order record in the view mode without any customer restriction.
4. List of templates will show on the email template and will be customizable.
5. Upon clicking on the Email CS button,  a new email will be created to send an email to sales@utemaster.co.nz
6. In the email widget, sales@utemaster.co.nz is always set in the email address field using script.

Risks

• Currently in our script we are considering the sales order category only. So we will hardcode the internal id of the sales order category in the script. So that category should not be deleted in future for the proper working of the script.

Time : 14 Hours