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Set up default SMS template

How to create and edit the template used as the starting point when sending SMS from ProdSys.


Introduction

The SMS template is a default text that appears automatically every time you send an SMS from ProdSys – regardless of where in the system you send it from. Users can adjust the text before sending, but never need to write it from scratch.

The feature helps ensure that SMS messages to customers, suppliers and employees have a recognisable, professional tone.

Prerequisites

  • You must have access to Settings in ProdSys

  • Your role must have permission to change system settings

How to set up the SMS template

  1. Go to System β†’ Settings

  2. Search for or select SMS template in the list

  3. Enter the default text in the text field

  4. Click Save

The template is now available as the starting point for every SMS sent from the system.

How the template works in practice

  • When a user sends an SMS from ProdSys, the message field is automatically filled with the text from the template

  • The user can edit the text before sending – changes apply only to that individual message

  • The template itself is not affected when users edit the text at send time

Tips and best practices

  • Keep the template short and general so it fits multiple situations

  • End with your company name and a brief note about whether the SMS can be replied to

  • Avoid putting specific order numbers or dates into the template – those are added when sending

  • Test the template by sending an SMS to yourself after setup

Related articles

  • System Configuration

  • Reports and email templates

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