Ready for some new features? We introduced additional options for customizing the order, invoice, and shipping email template!
We were already allowing users to customize the Header and Footer of documents and orders. Plus, choosing to show/hide certain fields was possible.
But now you can also edit the table of detailed rows!
Find the full guide here.
Why is it important to customize the order, invoice, and shipping email template?
1. Complying with regulations
Certain governments require invoices or other types of documents to include very specific information. Even a standard layout may be imposed. So we ensured that our clients can easily generate printouts that respect any necessary requirements.
2. Adhering to company standards
Some companies must respect organizational guidelines especially when it comes to their document templates. They might perform some kinds of operations that are uncommon for most industries so they need to draft certain types of documents.
Take a freight shipping company as an example. A very particular document that they need to use is the bill of landing.
“The bill of lading is a legally binding document that provides the carrier and shipper with all of the necessary details to accurately process a shipment. It has three main functions. First, it is a document of title to the goods described in the bill of lading. Secondly, it is a receipt for the shipped products. Finally, the bill of lading represents the agreed terms and conditions for the transportation of the goods.”Investopedia
So it goes without saying that such a particular type of document cannot be easily implemented with any ERP system, as it requires detailed customization.
3. Keeping to brand guidelines
Maintaining a consistent brand identity is a fundamental marketing tactic. Hence, customizing a document or email template is not a mere aesthetic choice. It brings several advantages which can collectively make a difference.
Just to name a few – it portrays the brand personality and differentiates your business. Also, it eventually has the potential of increasing your brand’s authority in the market. Plus, it ensures a high standard of content quality and boosts customer loyalty.
4. Hiding unnecessary details from the shipping email template
Customizing can also mean simplifying, and this can be often overlooked by ERP developers. Sometimes, all you need to send is a tracking number, without including the products being shipped, or any other unnecessary details. This can distract your recipient from the essentials and create confusion.
So we made it easy for you to reduce as much as possible the information in the order, invoice, and shipping email template. Enable and disable as you wish!
Ștefania Bulgaru is a Digital Marketer for Megaventory, the online inventory management system that can help medium-sized companies synchronize stock over multiple stores. She believes that good communication can solve almost any problem and she likes to stay up to date with the latest digital marketing technologies.