Overview
To create order rules, you need the Order Rules module, if you would like to purchase this, please speak with your Account Manager. This Order Rule Action will automatically generate a separate document for the gift message to print.
Important: This order rule action also requires the use of the Custom Documents module to upload the Additional Order Document.
Manually Input orders
For customers manually inputting orders and wishing to use #ORDERITEM-GIFTMESSAGE#, you must have a Product Option added to each item that will be used with gift messaging:
Click Products then Overview.
Find the product.
Click Actions then Edit.
Click the Options tab.
Enter the Name as GiftMessage.
(Optional) Enable Required to require a gift message on every order.
Set the Minimum Length to 2.
Set the Maximum Length to 200.
Finally, click Add.
Creating a Gift Message document
Firstly, you will need to create a Gift Message Word document that can be uploaded to Mintsoft. The only mandatory part of the document is the Gift Message tag, the rest of it can be customised however you wish.
There are two different tags you can use to display the Gift Message:
#ORDERITEM-GIFTMESSAGE# - This is for item-level gift messages. Ensure the Product(s) have the correct option set.
#GIFTMESSAGES# - This will display messages entered into the Gift Message field on the order details.
Note: The Gift Message can have a maximum of 200 characters.
Once you have finished creating the Gift Message document, the next step is to upload it.
#ORDERITEM-GIFTMESSAGE# - Shopify Specific
When generating a gift message from Shopify the order item value must have the Name (key) as GiftMessage within the property mapping. For more information, please review our Property Mappings help guide.
Uploading the Gift Message document
Once you have a Gift Message document ready, you will then need to upload it to Mintsoft by following these steps:
Note: This requires the use of the Custom Documents module to upload the Additional Order Document.
Click Settings then Label / Document Templates.
Next, click Add New Label Template.
(3PL Only) Select the Client.
Select AdditionalDocument as the Type.
Choose the Paper Size.
Click Choose File and find the Gift Message document.
Provide a Name for the document.
This can be anything, but whatever you use needs to match the Param on the order rule exactly.
Finally, click Add.
Creating the Order Rule
After you have uploaded the Gift Message document, the next step is to create an order rule to generate it. To create the order rule, please do the following:
Click Settings then Order Rules.
Next, click Add New Rule.
(3PL Only) Select the Client.
Select the Warehouse and Channel.
For the Action, select one of the following -
GenerateAdditionalDocument: This is used for #GIFTMESSAGES#.
GenerateAdditionalGiftDocument: This is used for #ORDERITEM-GIFTMESSAGE#.
In the Param field enter the Name of the document you uploaded.
Click Update then scroll down to the Add Condition section.
Select GiftMessages as the Field.
The Operator depends on the action -
GenerateAdditionalDocument: Select IsNotEmpty as the Operator.
GenerateAdditionalGiftDocument: Select Empty as the Operator.
Leave the Value field blank then click Add.
Finally, make the rule Active and click Update.
Printing the Gift Message document
The final step is to set up automatic printing of the Gift Message document. There are three different methods to choose from:
Automatically Print with Despatch Notes
This is only recommended if the document size is the same as the Despatch Note. To set this up, please do the following:
Click Settings then Customer Account Settings.
Click the Printing tab.
In the Order Document Types To Print when printing despatch notes field, add PRODUCTINFO.
Finally, click Save.
Print in bulk from the batch screen
This will add the document to a batch of orders, firstly you will need to create a batch and then do the following:
Click Picking & Packing then Manage Batches.
Find the batch you want to edit.
Click Actions then View.
Next, click the Bulk Actions tab.
Select ProductInfo from the OrderDocumentType drop-down.
Finally, click Print.
Automatically print at the pack station
For this to happen, you need to make sure whichever packstation user will be shipping the order has their user setting enabled. To set this up, please do the following:
Click Settings then User Settings.
Next, click the Picking Defaults tab.
Turn ON Automatically Print Unprinted Order Documents on Scan Actions Page.
Finally, click Save.
Repeat these steps for each user.