Email notifications

The Net Terms feature allows customers to place orders using net payment terms. As part of this system, email notifications can keep both the customer and store owner informed about order status.

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Notifications: The Draft order is placed

📍 Accessing the Email Notification Settings

1. Enable Net Terms:

   • Go to the Net Terms section (toggle must be turned ON).

   • This allows customers to place orders on net terms.

2. Navigate to Notifications:

   • Under Net Terms, select Notifications from the menu options.

   • You’ll be taken to the Email List view.

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📧 Understanding the Email List

• Your draft order has been created: Notifies the customer when a draft order is created.

• New draft order: Notifies the store owner when a new draft order is made using net terms.

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⚙️ How to Enable Email Notifications

1. In the Email List, click the ✏️ (pencil) icon next to the desired notification.

2. Configure the email template if needed (subject line, message content, etc.).

3. Switch the Status from Disabled to Enabled to activate the email

4. Save changes.

The B2B/Wholesale Solution only notifies when an order is submitted as a draft.

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Notifications: The Final order is placed

If the final order is placed, the email notifications are automatically sent by Shopify

📍 Editing email notifications template

Access the Shopify Admin settings > Notifications

To edit the email template sent to wholesalers, you can edit it in the Customer notification > select "Order confirmation" email. The email template can be changed by editing the HTML.

To edit the email template sent to wholesalers, you can edit it in the Staff notification > select "New order" email. The mechanism is the same as what was mentioned above