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  • How to create email template in OpenERP

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    By creating an email template one can send emails very easily and quickly as you already design it, add reports, signature. You can use these templates for any document in the OpenERP to enhance your sales, marketing, and accounting tasks. With these templates you just need to create a one, and use for future very dynamically.

    To create an email template in OpenERP, just follow these steps:

    1. Go to Settings->Configuration->Email->Templates or you can go to the module menu like
    2. Sales/Accounting->Configuration->Miscellaneous->Email Templates, and create.

    3. Give it a meaningful name that describes the template for eg: Send Sales Quotations, select the related model for eg: Sales Order.

    4. In Email Details tab, define the from and to fields:

      from: ${object.user_id.user_email or ''} to: ${}

    5. Add the subject for eg: Sales Quotation

    6. In the Body Text, do the changes you want to, add the message or details.

    7. In Options tick the Add signature field.

    8. Move on to the Advanced Tab, click the Add sidebar button if you want to add the button on the sidebar to create a shortcut to this template usage

    9. Add the server to Outgoing Mail Server, create or already created

    10. Under Attachments select the specific report if you want to be attached for this template, for eg: Chalan Report.

    11. If required you can add already created attachment(only in OpenERP system) by attaching that record under Attach existing files.

    12. Save the template.

    This is all to be done. Now use this template to send your mails to customers.

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