E-mailing Purchase Orders and Drop Shipments

Overview

StoreFeeder can send purchase orders and drop shipment requests directly to suppliers by email. This article explains how to set up email accounts, create email templates, and send purchase orders or drop shipments.

Note: Ensure you comply with all marketplace guidelines and policies when processing dropship orders.

Step 1: Set up an email account

1. Go to Settings > Email Configuration > Email Settings.
2. Click New Email Settings.
3. Select the Company Identity to associate with this email account and click Add Email Settings.

4. On the details page, enter the following:

   • Active - Leave this off until you have tested the settings.
   • From Email - The email address that messages appear to come from.
   • From Name - The name that appears as the sender.
   • SMTP Host - Your SMTP server address (for example, smtp.example.com). Contact your email provider if you are unsure.
   • SMTP Port - Typically 25. Confirm with your email provider.
   • SMTP Username - Your email username.
   • SMTP Password - Your email password.
   • SMTP Secure Connection - Whether your SMTP server uses SSL. Confirm with your email provider.
5. Click Test Settings to send a test email. Once you receive it, set Active to On and click Save.

Step 2: Create an email template

1. In the left menu under Email Configuration, select Email Template.
2. Click New Email Template.
3. Select the Company Identity you set up the email account for, then click Next.
4. Select the template type - choose Drop Shipment or Purchase Orders depending on what you want to send.

5. Configure the template:

   • Preview Email Before Sending - Recommended when creating a new template so you can review the email before it is sent.
   • Email content - Set the subject line and optional BCC address.
   • HTML Email Body Editor - Design the email body using the visual editor or switch to the HTML tab for direct HTML editing.
   • Attachment Details - Select the attachments to include. The available options depend on the template type. Click Add Attachment to add each one.
6. In the Send Test Email section at the bottom, enter a test email address and click Send Test. Review the email and attachments.
7. Click Save.

Step 3: Add a supplier email address (optional)

To send purchase orders or drop shipments automatically to a supplier:

1. Go to Products > Suppliers and click Edit / View Supplier for the relevant supplier.
2. In the Supplier Information section, enter the supplier's address in the Supplier Email Address field.
3. Click Save.

Send a purchase order or drop shipment

1. Locate the purchase order or drop shipment you want to send.
2. Click Send To Supplier.
3. If the template is set to preview before sending, a preview window appears. Review the details and amend if needed, then click Send.

If the template is not set to preview, the email sends automatically to the supplier's email address.

The purchase order or drop shipment is marked as sent to supplier.