Verify the Correct Email Template is Used

After you have set up the Order Manager to send email to your customers when an event occurs, i.e. to confirm you have received their order or to tell them their order has shipped and provide them with a tracking number, you may want to verify that your settings are correct. The easiest way to do this is to add the body of an email as a note in the order record.

To do this, go to the Email group in System Parameters (Main Menu>Maintenance Menu>Set System Parameters). Set the following parameters accordingly:

AddEmailToNotes - Set to True so that the Order Manager stores the body of an email in a note.

AddNoteWhenEmailSent - Set to True to save the data and time an email was sent in a note.