Overview
Order confirmations can be emailed directly from Factory. The email includes a View my order link that opens a secure web page with the full order details, so customers can review line items, pricing, addresses, and any notes without needing a Factory account.
👥 Access Permissions
Only users with permission to access Sales Orders can email order confirmations. Review user roles before granting access.
📍 Location in the app
Global Search > search and select a sales order >
OptionsSales>Sales Orders> select a sales order >OptionsSales>Customers> select a customer > search and select a sales order >Options
Email an order confirmation
Ensure the sales order is not in Draft status.
Go to
Options>Order Confirmation.Choose a contact from the list. To add or change a contact:
Click
add contactto include a new contact.Click
editto modify an existing contact's name, email, or phone number.
Review the attachments. Files auto-attached from the Collaborate tabs of the selected customer and the added products appear in the Attachments list automatically. To add more, click
add attachmentto upload new files.Click
Email.
💡Tips
Enable
Include pricing information on order confirmationif required, underSettings>Order confirmations.Configure the default email message in
Settings>Order confirmationsto avoid retyping the same content each time an order confirmation is sent.
📝 Note
The total email size (message and attachments combined) cannot exceed 20 MB.
What the Customer Sees
When an order confirmation is emailed, the customer receives a message with a View my order link. Clicking the link opens a secure web page showing the full order details, with no Factory account required.
