How to setup Automatic Email Manager with Fordeer for Shopify?

Modified on Thu, 11 Jan 2024 at 04:37 PM

Easily connect Fordeer with Automatic Email Manager to handle Shopify invoices and packing slips better. This guide shows you how to automatically send Shopify store invoices (and packing slips) straight to your printers, avoiding the need for manual work. For more information, check out our detailed use case >

How does it work? Shopify's robust system initiates the process by generating orders and sending notification emails. The Fordeer addon then steps in, skillfully converting these orders into PDF invoices (or packing slips). Following this, the Automatic Email Manager, a must-have tool installed on your computer, takes over by downloading and printing these invoices (it also offers the convenience of saving them locally on your computer for other process or archiving).

Instructions to setup Shopify, Fordeer and Automatic Email Manager

Create a step-by-step guide

Step 1: Install the app on your Shopify store admin.

  • To begin, log into your Shopify admin panel. Search for the 'Fordeer: Invoice Order Printer' app in the Shopify app store or use this direct link for a hassle-free installation. Take advantage of the 7-day free trial to experience its features. (Read a step-by-step tutorialon Fordeer web site here >)

    Post-installation, access the app settings and click on right link 'Frontend Download' to enable the option to download invoice:

  • Then scroll down and copy the html code to insert in the Shopify email notification:

Step 2: Add invoice link in email notification sent by Shopify

  • Then choose on left menu ‘Notifications’, then scroll down to the section ‘Staff order notifications’ and click on ‘New order’: 

  • Next, click Edit code and paste the code from Step 1 onto Email Body (HTML), normally right above </body> tag at the bottom. Remember to Save all the modifications. 

For any help with Fordeer's app, you can contact them directly here, or check their FAQ here. 

Step 3: Install Automatic Email Manager and add a scenario to download the invoice and print to your printer.

  • Download and installation is like any software/application on Windows, just follow the on-screen instructions:screen instruction to install

  • The final phase involves linking your email box to the Automatic Email Manager. Connect Automatic Email Manager to the email box which receives the invoices and/or packing slips, just follow on-screen instruction:Connect email box instructions

  • When your email box is connected to Automatic Email Manager, it is the moment where the magic happens: create a scenario (or use the example sample) that encompasses a series of automated actions. These include downloading files from link found in email body, printing attachments directly, and then marking the email as read (Alternatively, you can opt to move the email from the inbox to a different folder. This helps in maintaining an organized and clutter-free inbox, ensuring efficient management of your Shopify store's transactions).Scenario to print Shopify invoices

  • The important action is the 'Download file from link in email', please set it like this:
    • The url must start with:
      • Replace the myshop url with your store address, but keep the rest /_t/_c/

  • Next, choose the 'Print attachments' action and pick your preferred printer. Use the 'Mark email as read' action to know when an email has been handled. You can also add more actions for when you receive an invoice or packing slip, like 'Save attachments'.

You can contact us at any time to help you with settings in Automatic Email Manager.

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