This guide explains how to configure communication templates, a feature that enables you to customize specific documents and notification templates such as packing lists, backorder notifications, and replenishment documents. This guide will show how to configure this for all Orders. If you want to make this configuration for orders from a specific source channel or template, please visit our detailed guide: OMS: Configure Communication Templates for Orders from a specific Source Channel

Introduction

Shipedge allows you to customize the information displayed on packing lists, including the Return Address, Promotional Messages, and Logos. You can also configure templates for specific notifications, such as shipped order notifications.

Important considerations

Some features are available only as global configurations and cannot be customized for specific sales channels. Ensure you understand which settings apply globally and which can be used for individual sales channels.
The configuration shown in this guide affects all orders.

Configuration

Navigate to OMS → My Account → Preferences → Communication Templates. Here you'll see different sections, we'll describe each one of them:

Emails

Go to the Email section. Here, you can manage the email addresses used for sending and receiving notifications.

This setup affects all notifications. It cannot be customized for specific sales channels.

From Email: The email address used to send notification emails to your customers. These notifications include orders, backorders, and returns notifications.
Administrator Email: The email address where notifications about inventory will be received.

Packing list

You can configure some fields of the order's packing list. Scroll down to the Packing List section and click Edit:

A form will appear; fill in the necessary information.

From Email: The email address used to send notification emails to your customers.
Administrator Email: The email address where notifications about inventory and orders will be received.
Promotion: Add any promotional message you want to include. You can rename the attribute by clicking on the white text box on the left. This can be a promotion, a thank-you message, or any custom text. The message will appear at the bottom of the packing list.
Policies: Add any policy-related message you want to include. You can rename the attribute by clicking on the white text box on the left. This can be a policy, a thank-you message, or any other custom text. The message will also appear at the bottom of the packing list.
Slogan: Any slogan message you want to include. This message will appear in the notification emails sent on your behalf (such as shipped and backorder emails). It will also be displayed on the packing lists generated by your warehouse team.
Insert Sticker Exception
Use Invoice with Prices Instead of Packing List: If enabled, the packing list displays invoice information (billing details), such as SKU costs and handling fees. This is an example of the packing list output.

Return Address: This is the return (ship-from) address that will appear on the packing list and shipping labels, ensuring customers know where to send returns if needed.

Remember to click Save when you are done.

3. Order shipped notification

Customize the subject, header, and footer of the notification emails sent to your customers when an order is shipped. Scroll down to the 'Order Shipped Notifications' section, and click Edit:

You can use the Preview option to see what the notification email will look like.
You can use the Test option to test if the feature is working correctly. A 'test' email will be sent to the Administrator's Email.

A form will appear where you can input the required details.

From Email: The email address used to send notification emails to your customers. This configuration affects ALL notifications.
Administrator Email: The email address where notifications about inventory and orders will be received. This configuration affects ALL notifications.
Order Shipped Subject: The subject of the shipped notification email sent to your customers.
Order Shipped Header: The header of the shipped notification email sent to your customers.
Order Shipped Footer: The footer of the shipped notification email sent to your customers.
Use Invoice with Prices Instead of Packing List: If enabled, the packing list displays invoice information (billing details), such as SKU costs and handling fees. This configuration affects ALL packing lists.
Country

Remember to click Save when you are done.

4. Backorders notification

Customize the subject, header, and footer of the notification emails sent to your customers when an order is in 'backorder' status. Scroll down to the 'Backorder notification' section, and click Edit:

You can use the Preview option to see what the notification email will look like. By clicking this, a new page displaying an email example will be shown.
You can use the Test option to test if the feature is working correctly. A 'test' email will be sent to the Administrator's Email.

A form will appear where you can input the required details.

From Email: The email address used to send notification emails to your customers. This configuration affects ALL notifications.
Administrator Email: The email address where notifications about inventory and orders will be received. This configuration affects ALL notifications.
Backorder Subject: The subject of the backorder notification email sent to your customers.
Backorder Notification Header: The header of the backorder notification email sent to your customers.
Backorder Notification Footer: The footer of the backorder notification email that is sent to your customers.
Use Invoice with Prices Instead of Packing List: If enabled, the packing list displays invoice information (billing details), such as SKU costs and handling fees. This configuration affects ALL notifications.
Country

Remember to click Save when you are done.

5. Return label notification

This configuration lets you set up return label notifications that can be sent to your customers when a return label is generated. By enabling this, your customers can receive the return label via email.

Scroll down to the Return label notification section, and click Edit. A form will appear where you can input the required details.

From Address: The email address used to send notification emails to your customers. This configuration affects ALL notifications.
Administrator Email: The email address where notifications about inventory and orders will be received. This configuration affects ALL notifications.
Bcc: It allows you to send a copy of an email to an additional recipient; enter the recipient's email.
Subject: The subject of the return notification email sent to your customers.
Body: The body of the return notification email sent to your customers.
Use Invoice with Prices Instead of Packing List: If enabled, the packing list displays invoice information (billing details), such as SKU costs and handling fees. This configuration affects ALL packing lists.
Country

Remember to click Save when you are done.

6. Replenishment PDF

This configuration allows you to set up fields in the PDF document generated for replenishments. Scroll down to the PDF Replenishment section, and click Edit. A form will appear where you can input the required details.

Use Invoice with Prices Instead of Packing List: If enabled, the packing list displays invoice information (billing details), such as SKU costs and handling fees. This configuration affects ALL Packing lists.
Country
Shipping Address: The 'From' shipping address displayed indicates the origin of the replenishment.
Billing Address: The billing address shown in the document.
Phone: The contact phone number displayed in the document.
Footer: A message shown in the footer of the document.

Remember to click Save when you are done.

7. External URLs

You can configure external URLs for your orders, allowing the system to redirect you to a specified external URL when viewing an order's details or its reference number in the order preview.

Scroll down to the Shortcuts to your Selling tools section, and click Edit. A form will appear where you can input the required details.

Use Invoice with Prices Instead of Packing List: If enabled, the packing list displays invoice information (billing details), such as SKU costs and handling fees. This configuration affects ALL notifications.
Country
Order External URL: The URL used for order numbers. The system will append the Order# to the end of this URL.
Reference External URL: The URL used for order reference numbers. The system will append the Reference# to the end of this URL.

Remember to click Save when you are done.