Overview
You can automatically generate gift message documents when orders contain gift messages. This works for both order-level messages (applying to the entire order) and product-level messages (applying to specific items).
Before you start
Important: You need the following modules to use this functionality:
Order Rules module – if you'd like to purchase this, speak with your Account Manager.
Custom Documents module – required to upload the additional order document.
What these actions do
Use these actions to automatically generate documents when orders meet your rule criteria:
generateAdditionaldocument: Generates a custom document for the order.
generateAdditionalgiftdocument: Generates a gift-specific custom document for the order.
Both actions work the same way but target different document types in your system.
Set up product options for manual orders
If you're manually inputting orders and want to use product-level gift messages, you must add a product option to each item.
To add the gift message option:
Click Products then click Overview.
Find the product you want to edit.
Click Actions then click Edit.
Click the Options tab.
In the Name field, enter GiftMessage.
(Optional) Turn on Required if you want to require a gift message on every order.
Set Minimum Length to 2.
Set Maximum Length to 200.
Click Add.
Tip: The maximum length for gift messages is 200 characters.
Create your gift message document
You'll need to create a Word document that includes the appropriate gift message tag. You can customise the rest of the document however you wish.
Choose the correct tag:
#ORDERITEM-GIFTMESSAGE# – Use this for product-level gift messages. Make sure the products have the correct option set.
#GIFTMESSAGES# – Use this for order-level messages entered in the Gift Message field on the order details.
Tip: You can download the template at the bottom of this article to use as a starting point.
Shopify-specific setup for product-level gift messages
If you're generating gift messages from Shopify orders, the order item value must have the Name (key) as GiftMessage within the property mapping. For more information, see our Property Mappings help guide.
Upload the gift message document
Once you've created your gift message document, upload it to Access Mintsoft.
To upload the document:
Click Settings then click Label / Document Templates.
Click Add New Label Template.
(3PL Only) Select the Client.
Select AdditionalDocument as the Type.
Choose the Paper Size.
Click Choose File and find your gift message document.
In the Name field, provide a name for the document.
Click Add.
Important: The name you enter here must match exactly with the Param value you'll use in the order rule.
Create the order rule
After uploading your document, create an order rule to automatically generate it.
To create the order rule:
Click Settings then click Order Rules.
Click Add New Rule.
(3PL Only) Select the Client.
Select the Warehouse and Channel.
For the Action, select one of the following:
GenerateAdditionalDocument – Use this for order-level gift messages (#GIFTMESSAGES#).
GenerateAdditionalGiftDocument – Use this for product-level gift messages (#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.
Select the Operator based on your action:
For GenerateAdditionalDocument: Select IsNotEmpty.
For GenerateAdditionalGiftDocument: Select Empty.
Leave the Value field blank then click Add.
Make the rule Active.
Click Update.
Tip: To avoid conflicts, make sure that any unused rules targeting gift documents are deactivated or removed. Also, check that the GiftMessages field values meet the necessary conditions specified for the rule.
Set up automatic printing
Choose one of the following methods to automatically print gift message documents.
Method 1: Automatically print with despatch notes
Note: Only use this method if the gift message document is the same size as your despatch note.
To set this up:
Click Settings then click Customer Account Settings.
Click the Printing tab.
In the Order Document Types To Print when printing despatch notes field, add PRODUCTINFO.
Click Save.
Method 2: Print in bulk from the batch screen
This method adds the document to a batch of orders.
To print gift messages in bulk:
Click Picking & Packing then click Manage Batches.
Find the batch you want to edit.
Click Actions then click View.
Click the Bulk Actions tab.
Select ProductInfo from the OrderDocumentType drop-down.
Click Print.
Method 3: Automatically print at the pack station
For this method, you need to enable the setting for each user who will be shipping orders.
To enable automatic printing for a user:
Click Settings then click User Settings.
Click the Picking Defaults tab.
Turn on Automatically Print Unprinted Order Documents on Scan Actions Page.
Click Save.
Repeat these steps for each user.
Frequently asked questions
Do I need to configure all products?
You only need to configure products that can carry a gift message. There's no need to configure products that don't require this functionality.