To generate and send automatic shipping emails at ship time in UX, enable two system settings, configure email notifications, add recipient addresses on order lines, and assign the proper print-document contexts so shipping documents are attached to the email.
Prerequisites
- Admin access to UX: Settings, Email Notification Manager, Print Document Setup Manager, and Customer Order screens.
- Valid sender email address available for use in notifications.
- Shipping documents created in Print Document Setup.
Steps
- Enable settings
- Navigate to Settings → Customer Shipping module and enable:
- Auto Email Shipper Use
- Auto Email Shipper Use v2
- Configure shipper-level notification
- Go to Email Notification Manager.
- Add or edit: Customer Shipper Auto Email.
- From Address: enter a valid sender email.
- Populate Subject Text and Email Message (recommended).
- Save the notification.
- (Optional) Configure truck-level notification
- In Email Notification Manager add/edit: Customer Truck Auto Email.
- From Address: enter a valid sender email.
- Populate Subject Text and Email Message (recommended).
- Save the notification.
- Add recipient addresses on order lines
- On each customer order line that should receive a shipping email, populate Shipper Email Recipients with a valid email address (the customer purchase-order-level email).
- Note: If no valid email address is present on the order line, no ship-time email will be sent.
- Assign document contexts for shipper-level attachments
- Open Print Document Setup Manager.
- For every shipper-level shipping document you want attached to shipper emails, add the document context: Customer Shipping Shipper Auto Email.
- Save changes.
- Assign document contexts for truck-level attachments
- In Print Document Setup Manager, for every truck-level shipping document you want attached to truck emails, add the document context: Customer Shipping Truck Auto Email.
- Save changes.
- Verify and test
- Create a test order with a valid Shipper Email Recipients address.
- Fulfill/ship the order to trigger ship-time processing.
- Confirm an auto email is generated and sent from the configured From Address.
- Verify attached documents correspond to any shipping documents with the appropriate context and confirm Subject Text and Email Message render correctly.
Notes and reminders
- Any shipping document must have the correct context assigned to be attached to the auto email.
- Ensure the From Address is valid and permitted by your email deliverability settings to avoid bounce/spam issues.
- If you need both shipper- and truck-level documents included, configure both notification types and assign contexts accordingly.
Troubleshooting (quick checks)
- No email sent: verify Auto Email Shipper Use and Auto Email Shipper Use v2 are enabled and a valid recipient exists on the order line.
- Missing attachments: confirm the shipping document has the correct document context in Print Document Setup Manager.
- Incorrect sender or subject: confirm From Address, Subject Text, and Email Message fields in Email Notification Manager.