The Sales Orders Preferences screen can be accessed from your dashboard by clicking on the vertical ellipsis [
⋮ ] on your Sales Orders App and selecting Preferences.
When a sales order is created, you are given the option to print or email a notification to the customer.
Email Outgoing Activity Type: When an email is sent to the customer via the Email button, an activity is created. The activity type is set to this dropdown.
Email Notification Template: Email Template used when clicking the Email button on the sales order, which sends an email to the customer. To edit this template, using Method's Send Email App, and select Edit Templates.
Print Template: When the Print button is clicked on the sales order, a PDF file will be created and will use the template chosen here. To edit this template, you need to use Method's Web Report Designer tool.
If any of these dropdowns are left blank, the default values will be used.