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Customizing Notification Templates

Every communication sent out of CrazyPOS—whether email, SMS, or system alert—is highly customizable via the integrated Template Editor.

Accessing the Template Editor

  1. Navigate to Notifications > Templates in the Admin Console.
  2. Select an Event Trigger (e.g., "Sales Order Receipt").
  3. Click the Edit Template button.

Editing Email Templates

Email templates provide a rich textual and visual canvas:

  • Visual vs. HTML Code: You can edit the template using the intuitive drag-and-drop editor or switch directly to HTML for advanced CSS styling.
  • Responsive Previews: Toggle between Desktop and Mobile preview panes to ensure your receipt looks perfect universally before sending.
  • Buttons: For events like Quotations, you can embed functional action buttons like "Accept & Pay Quote Invoice".

Editing SMS Templates

SMS dictates a tighter scope:

  • Character Tracking: A live counter shows exactly how many characters you're using. Keep under 160 to avoid multi-segment charges.
  • Tone: Keep messages concise (e.g., "Hi {Customer_Name}, your repair {Job_ID} is ready for pickup!").

Using Dynamic Variables

The true power of the Notification System lies in personalized dynamic variables. When building a template, you do not hardcode names or prices. Instead, you inject bracketed variables that CrazyPOS fills dynamically at runtime.

Example Variables:

  • {Customer_First_Name} -> "Jane"
  • {Order_Total} -> "$149.99"
  • {Branch_Address} -> "123 Tech Avenue, Sydney, NSW"
  • {Status_Name} -> "Ready for Pickup"

Testing your templates is vital! Use the Send Test feature to send a mockup of the notification to your admin email or phone number before finalizing the changes.

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