This article will explain how to set email notifications upon orders being submitted (or changing to another status).
Go to Setup -> Settings -> Sales Activities -> Transaction Types and click on the "Workflow" tab for the Transaction type you wish to add email notification for.
Email notification is triggered based on the status of the transaction allowing you to add a notification for each status change:
- To Submitted
- To Awaiting Approcal
- To Revised
Click Add -> Email for the status change you wish to configure notification for (usually for to Submitted)
Email notification can be configured with
- To, Cc, Bcc or dynamic email address
- Customized message body
- Customized subject
- Attachment files (you can also customize the file name attached)
- Send email to the Account email
For detailed instructions on all of the above options for email notification see the Workflow section in this article: Sales Transactions Workflow and Settings