For emails that are automatically being generated and sent by the system there are specific data points, such as the recipient’s name, phone number, etc., which need to be defined in order for the e-mails to be customized for the recipient. These data points are called parameters and are defined using the Parameters list.
Associated parameters
Report contents are standard contents that appear on PIRO Fusion’s printable documents (reports), such as the job company logo, contact information, header and footer contents, etc. and have a unique code used to identify the content. These codes can be used as email parameters as well. Report content codes are static codes (hard coded values) with an assigned value, such as the company’s email address, company logo, etc. and will replace the parameter each time the parameter is used.
| Attribute | Parameter Code |
| Job order | |
| Order Code | {JO_ORDER_CODE} |
| e.g.: A Job Order with ID {JO_ORDER_CODE} was created in PIRO for this order. | |
| Customer Name | {JO_CUSTOMER_NAME} |
| e.g.: You have received a new order from {JO_CUSTOMER_NAME} via the PIRO Customer Portal. | |
| Service Group Name | {JO_SERVICE_GROUP} |
| e.g.: We are glad to inform you that your job has begun processing under the {JO_SERVICE_GROUP} workflow…. | |
| Start Date | {JO_START_DATE} |
| e.g.: … at {START_DATE} has begun processing… | |
| Deadline Date | {JO_DEADLINE_DATE} |
| e.g.: The job order’s deadline is {JO_DEADLINE_DATE}. | |
| Actual Due Date | {JO_ACTUAL_DUE_DATE} |
| e.g.: the job order’s due date is {JO_ACTUAL_DUE_DATE} | |
| Price | {JO_PRICE} |
| e.g.: Job price: {JO_PRICE} | |
| PO Number | {JO_PO_NUMBER} |
| e.g.: Purchase Order: {JO_PO_NUMBER} | |
| Customer WO Number | {JO_CUST_WO_NUMBER} |
| e.g.: The JO’s customer work order number #{JO_CUST_WO_NUMBER}. | |
| Payment Term | {JO_PAYMENT_TERM} |
| e.g.: The JO’s payment term is {JO_PAYMENT_TERM}. | |
| Payment Type | {JO_PAYMENT_TYPE} |
| e.g.: payment type: {JO_PAYMENT_TYPE} | |
| Tracking Number | {JO_TRACKING_NUMBER} |
| e.g.: Use this number {JO_TRACKING_NUMBER} to track your shipment via the shipping company’s online tracking tools. | |
| Shipping Method | {JO_SHIPPING_METHOD} |
| – the package’s shipping method | |
| Shipping Name | {JO_SHIPPING_NAME} |
| – the package recipient | |
| Billing Name | {JO_BILLING_NAME} |
| – the customer name on the invoice | |
| Status Name | {JO_STATUS_NAME} |
| – the package’s shipping status | |
| Processed Percent | {JO_PROCESSED_PERCENT} |
| e.g.: JO processed percent: {JO_PROCESSED_PERCENT} | |
| WO Number | {JO_WO_NUMBER} |
| e.g.: The JO’s work order number #{JO_WO_NUMBER}. | |
| Estimated Duration | {JO_ESTIMATED_DURATION} |
| e.g.: the JO’s estimated duration: {JO_ESTIMATED_DURATION} | |
| Priority | {JO_PRIORITY} |
| e.g.: the JO’s priority: {JO_PRIORITY} | |
| Services Price | {JO_SERVICES_PRICE} |
| e.g.: the JO services price: {JO_SERVICES_PRICE} | |
| Items Price | {JO_ITEMS_PRICE} |
| – the job items’ price | |
| Estimated Total | {JO_ESTIMATED_TOTAL} |
| – the job order’s estimated total value | |
| Shipping Address | {JO_SHIPPING_ADDRESS} |
| e.g.: the shipping address: {JO_SHIPPING_ADDRESS} | |
| Memo | {JO_MEMO} |
| – any memos that might be needed (customer comments, designer comments, etc) | |
| Finishing Memo | {JO_FINISHING_MEMO} |
| – a new or finishing memo added to the job order | |
| Current Service | {JO_CURRENT_SERVICE} |
| e.g. The # {JO_ORDER_CODE} job order is currently processing in the {JO_CURRENT_SERVICE} service. | |
| Image | {JO_IMAGE} |
| e.g.: Job image: {JO_IMAGE} | |
| Job Attributes | {JO_ATTR[<attribute_code>]} |
| e.g.: {JO_ATTR[MEMO]} | |
| Service Attributes | {JO_SERVICE_DETAIL[<attribute_code>]} |
| e.g.: {JO_SERVICE_DETAIL[RING_SIZE]} | {JO_SERVICE_DETAIL[Service_Code][NOTE]} | |
| Job Item Attributes | {JO_ITEM_DETAIL[ITEM_TYPE_CODE][ATTRIBUTE_CODE]} |
| e.g.: {JO_ITEM_DETAIL[DIA][SHAPE]} | |
| Job Item Attributes | {JO_ITEM_DETAIL[ITEM_GROUP_CODE][ATTRIBUTE_CODE]} |
| – job item attributes for a whole group | |
| Invoice | |
| Customer Name | {INVOICE_CUSTOMER} |
| e.g.: Dear {INVOICE_CUSTOMER}, | |
| Invoice Code | {INVOICE_CODE} |
| e.g.: please find attached your invoice {INVOICE_CODE} invoice | |
| Create Date | {INVOICE_CREATE_DATE} |
| e.g.: created {INVOICE_CREATE_DATE} | |
| Due Date | {INVOICE_DUE_DATE} |
| e.g.: due date {INVOICE_DUE_DATE} | |
| PO Number | {INVOICE_PO_NO} |
| e.g.: … regarding the purchase order #{INVOICE_PO_NO} | |
| Total | {INVOICE_TOTAL_VALUE} |
| e.g.: Invoice total value: {INVOICE_TOTAL_VALUE} | |
| Balance | {INVOICE_BALANCE} |
| e.g.: Your balance is {INVOICE_BALANCE} | |
| Created By User | {INVOICE_CREATED_BY} |
| e.g.: This invoice was created by {INVOICE_CREATED_BY} | |
| Job Orders | {INVOICE_JOB_ORDERS} |
| – the JO codes that were added to the invoice | |
| Default Contact Person | {INVOICE_DEFAULT_CONTACT_PERSON} |
| – the customer’s default contact person | |
| General | |
| User Name | {USER_NAME} |
| – logged in user’s username | |
| User Full Name | {USER_FULL_NAME} |
| – logged in user’s full name (first name + last name) | |
| User Email Address | {USER_EMAIL_ADDRESS} |
| – logged in user’s email address | |
| Owner Company Name | {OWNER_COMPANY_NAME} |
| – owner company name from report contents (the code assigned to the report content is OWNER_COMPANY_NAME) | |
| Owner Company Address | {OWNER_COMPANY_ADDRESS} |
| – owner company address (report content code: OWNER_COMPANY_ADDRESS) | |
| Owner Company Phone | {OWNER_COMPANY_PHONE} |
| – owner company address (report content code: OWNER_COMPANY_ PHONE) | |
| Owner Company Email | {OWNER_COMPANY_EMAIL} |
| – owner company address (report content code: OWNER_COMPANY_ EMAIL) | |
| Owner Company Website | {OWNER_COMPANY_WEBSITE} |
| – owner company address (report content code: OWNER_COMPANY_ WEBSITE) | |
| Owner Company Logo | {COMP_LOGO}; {OWNER_COMPANY_ LOGO} |
| – owner company address (report content code: OWNER_COMPANY_ LOGO) | |
| Shipping | |
| Customer Name | {SHIPPING_CUSTOMER} |
| e.g.: Dear {SHIPPING_CUSTOMER}, | |
| Order Tracking Number | {SHIPPING_TRACKING_NUMBER} |
| e.g.: Your order has been shipped with the following tracking number: {SHIPPING_TRACKING_NUMBER}. | |
| Tracking URL | {SHIPPING_TRACKING_URL} |
| e.g.: Click on this link to check the shipping status of your order: {SHIPPING_TRACKING_URL}. | |
| Invoices assigned to the label | {SHIPPING_LABEL_INVOICES} |
| – invoice(s) added to the shipping label | |
| Sales order | |
| Sales Order Customer | {SALES_ORDER_CUSTOMER} |
| e.g.: Dear {SALES_ORDER_CUSTOMER}, | |
| Order Number | {SALES_ORDER_CODE} |
| e.g.: Sales Order #{SALES_ORDER_CODE} | |
| Order Date | {SALES_ORDER_DATE} |
| e.g.: Date: {SALES_ORDER_DATE} | |
| Total Prices | {SALES_ORDER_TOTAL} |
| e.g.: Total Prices {SALES_ORDER_TOTAL} | |
| Due Date | {SALES_ORDER_DUE_DATE} |
| e.g.: Due Date {SALES_ORDER_DUE_DATE} | |
| PO Number | {SALES_ORDER_PO_NUMBER} |
| e.g.: PO #{SALES_ORDER_PO_NO} | |
| Purchase order | |
| Vendor Name | {PURCHASE_ORDER_VENDOR} |
| e.g.: Dear {PURCHASE_ORDER_VENDOR}, | |
| Purchase Order Number | {PURCHASE_ORDER_CODE} |
| e.g.: Please find a new purchase order #{PURCHASE_ORDER_CODE} attached, | |
| Purchase Order Create Date | {PURCHASE_ORDER_DATE} |
| e.g.: …created on {PURCHASE_ORDER_DATE}. | |
| Purchase Order WO Number | {PURCHASE_ORDER_WO_NUMBER} |
| e.g. The purchase order’s work order number #{PURCHASE_ORDER_WO_NUMBER}. | |
| Price quote | |
| Price Quote Customer | {PRICE_QUOTE_CUSTOMER} |
| e.g.: Dear {PRICE_QUOTE_CUSTOMER}, | |
| Price Quote Number | {PRICE_QUOTE_CODE} |
| e.g.: Please find enclosed the PDF copy of our price quote {PRICE_QUOTE_CODE}, | |
| Price Quote Total | {PRICE_QUOTE_TOTAL} |
| e.g.: … with an estimated total of ${PRICE_QUOTE_TOTAL} attached. | |
| Price Quote Create Date | {PRICE_QUOTE_DATE} |
| e.g.: The price quote was created on {PRICE_QUOTE_DATE}. | |
| Price Quote Memo | {PRICE_QUOTE_MEMO} |
| – the price quote’s custom information such as customer comments, designer comments, etc. | |
| Security | |
| Customer Name | {FIRST_NAME} |
| – when sending out a forgotten email or password for the customer’s portal user or as a welcome email | |
| User Name | {CP_USER_NAME} |
| e.g.: Dear {FIRST_NAME}, This is your user name: {CP_USER_NAME} … | |
| Password | {NEW_PASSW} |
| e.g.: Temporary password {NEW_PASSW} | |
| Portal URL | {CP_URL} |
| e.g.: Welcome to the PIRO customer portal. You can access it here: {CP_URL} | |
| Customer portal sign-up | |
| First Name | {FIRST_NAME} |
| e.g.: Dear {FISRT_NAME}, | |
| Email Address | {EMAIL_ADR} |
| e.g.: When you signed up, you have provided the following information: Email address: {EMAIL_ADR} | |
| Location – City | {CITY} |
| e.g.: Location – City: {CITY} | |
| Location – State | {STATE} |
| e.g.: Location – State: {STATE} | |
| Location – ZIP | {ZIP} |
| e.g.: Location – Zip: {ZIP} | |
| Customer credits | |
| Customer Name | {CREDIT_MEMO_CUSTOMER} |
| e.g.: Dear {CREDIT_MEMO_CUSTOMER} … | |
| Credit Note | {CREDIT_MEMO_NR} |
| e.g.: Credit note {CREDIT_MEMO_NR} | |
| Credit Note Items | {CREDIT_MEMO_ITEMS} |
| e.g.: Credit note items {CREDIT_MEMO_ITEMS} | |
| Credit Note Total | {CREDIT_MEMO_TOTAL} |
| e.g.: Credit note total {CREDIT_MEMO_TOTAL} | |