Transactional emails are sent automatically when key events occur in your wholesale operation, keeping your buyers informed at every stage of the commercial process.
How it works
Every time a relevant action takes place — such as a wholesale order, a shipment dispatch, or a new buyer registration — the system sends a personalized email to the corresponding recipient. No manual intervention is needed; everything is managed automatically.
The available transactional emails are:
- Order confirmation: product details, quantities, wholesale prices, payment terms, and shipping data. Essential for your buyer to have an immediate record of their order.
- Shipping notification: includes a tracking number so the wholesale buyer can track their merchandise. Especially important in high-volume operations where logistics are critical.
- Welcome email: sent when a new wholesale buyer registers. This is your first opportunity to communicate commercial terms, minimum order requirements, and your business policies.
- Password recovery: secure link to reset the buyer's account password.
- Refund confirmation: notifies the buyer that their return or credit note has been processed.
- Access link: direct access to the buyer's account to check orders, prices, and the wholesale catalog.
- Invoice or payment request: document with tax details and the amount due. If you have electronic invoicing integrated with AFIP, the receipt is attached automatically.
Available options
Each email automatically includes your wholesale business's logo, colors, and details. You can customize the templates from the Emails > Templates section to adjust the design and content of each message type, adapting them to the professional tone that B2B communication requires.
Emails triggered by admin actions
Beyond the standard automated flow, there are three emails the system fires when you modify an order:
- Order edited: when you open Edit order and save changes, the buyer gets an email with the updated data (products, quantities, total). This text is customized from Settings > Wholesale > Communication (Customizable texts).
- Order cancelled: when you confirm a cancellation from Edit order > Cancel, the buyer gets an email about the cancellation including the cancelled order detail. Stock is also restored and the order is removed from the sales report.
- Tracking status: if you have Notify customer enabled on a tracking status, every time you apply that status to an order an email is sent with the status content and any additional information you filled in at the moment.
The texts of these emails are customized from the business's communication section. It is the right place to include commercial terms, links to your WhatsApp, and clarifications your wholesale buyers may need.
Additional tracking emails
From the business settings you can add tracking emails (internal operators, sales reps) that automatically receive a copy of the status-change emails sent to the customer. Useful so your dispatch team or the assigned sales rep is notified of changes without having to log in to the panel.
Tips
- Make sure your business details (company name, logo, contact information, commercial terms) are up to date so emails convey professionalism to your wholesale buyers.
- Transactional emails have very high open rates; take advantage of them to reinforce your brand identity and communicate relevant information such as payment deadlines or active promotions.
- If a buyer reports not receiving emails, verify that their email address is correctly registered in their account and that emails are not going to the spam folder.
- Include clear information about payment terms and deadlines in order confirmations to reduce follow-up inquiries.
- Due to spam policies, confirmation emails do not include product images. If you need to send a visual version with photos to the customer, download the Order picking sheet (which does include images) and send it manually.