# Introduction Letter

### **Module Guide: Introduction Letter**

#### **Module Location**

#### Sales > Introduction Letter

#### **Module Objective**

#### The **Introduction Letter** module is used to create, manage, and print official introduction letters addressed to new or prospective customers. This module uses a template system to speed up the process of creating letters that are standardized yet can still be personalized.

### **1. Main View (Introduction Letter List)**

#### The main page of this module displays a list of all Introduction Letters that have been created.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/6dEimage.png)

#### **View Explanation & Filters**

#### This page is for viewing and managing all existing introduction letters.

<div _ngcontent-ng-c558004504="" class="conversation-container message-actions-hover-boundary ng-star-inserted" id="bkmrk-filters%3A-you-can-sea" style="text-align: justify;"><div _ngcontent-ng-c2925024889=""><div _ngcontent-ng-c957249891="" class="response-container ng-tns-c957249891-82 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c957249891="" class="presented-response-container ng-tns-c957249891-82"><div _ngcontent-ng-c957249891="" class="response-container-content ng-tns-c957249891-82 is-mobile has-thoughts"><div _ngcontent-ng-c2925024889="" class="response-content ng-tns-c957249891-82"><div _ngcontent-ng-c285899382="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr">- #### **Filters**: You can search for a specific letter by **Introduction Number** or a **Date From** and **Date To** range.
- #### **Letter List**: The table below will display all letters that match the filters, with columns such as **Introduction Number**, **Customer**, **Introduction Date**, and **Status**.

</div></div></div></div></div></div></div>#### **Button Functions**

<div _ngcontent-ng-c558004504="" class="conversation-container message-actions-hover-boundary ng-star-inserted" id="bkmrk-new%3A-the-primary-but" style="text-align: justify;"><div _ngcontent-ng-c2925024889=""><div _ngcontent-ng-c957249891="" class="response-container ng-tns-c957249891-82 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c957249891="" class="presented-response-container ng-tns-c957249891-82"><div _ngcontent-ng-c957249891="" class="response-container-content ng-tns-c957249891-82 is-mobile has-thoughts"><div _ngcontent-ng-c2925024889="" class="response-content ng-tns-c957249891-82"><div _ngcontent-ng-c285899382="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr">- #### **New**: The primary button to create a new Introduction Letter.
- #### **Delete**: To delete a selected letter.
- #### **Print**: To print a selected letter.

</div></div></div></div></div></div></div>### **2. Steps to Create an Introduction Letter**

#### **Step 1: Create a New Letter**

#### From the Main View, click the **New** button to open the **Create Introduction Letter** form. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/NGhimage.png)

#### **Step 2: Fill in Recipient Details**

#### On the form that appears, fill in the information about the letter's recipient:

<div _ngcontent-ng-c558004504="" class="conversation-container message-actions-hover-boundary ng-star-inserted" id="bkmrk-letter-date%3A-select-" style="text-align: justify;"><div _ngcontent-ng-c2925024889=""><div _ngcontent-ng-c957249891="" class="response-container ng-tns-c957249891-82 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c957249891="" class="presented-response-container ng-tns-c957249891-82"><div _ngcontent-ng-c957249891="" class="response-container-content ng-tns-c957249891-82 is-mobile has-thoughts"><div _ngcontent-ng-c2925024889="" class="response-content ng-tns-c957249891-82"><div _ngcontent-ng-c285899382="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr">- #### **Letter Date**: Select the date of the letter. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/mppimage.png)
- #### **Customer**: Select the intended customer. The system will likely fill in the **Address** automatically. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/9mXimage.png)
- #### **Contact Person**: Select the contact person at the customer's company who will receive this letter. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/FmNimage.png)

</div></div></div></div></div></div></div>#### **Step 3: Edit the Letter Content (If Needed)**

#### Notice the **Letter Template 1** section. The system will automatically populate the letter template with the customer data you selected, replacing placeholders like `{Customer_Name}` and `{ContactPersonName}`.  
[![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/PMwimage.png)](https://manual.kokola.co/uploads/images/gallery/2025-08/PMwimage.png)

#### You can use the available **rich text editor** to make changes or additions to the letter's content if needed.

#### **Step 4: Save and Confirm**

#### After all data is filled in and the letter content is correct, use the buttons in the bottom-left section:

<div _ngcontent-ng-c558004504="" class="conversation-container message-actions-hover-boundary ng-star-inserted" id="bkmrk-save%3A-to-save-the-le" style="text-align: justify;"><div _ngcontent-ng-c2925024889=""><div _ngcontent-ng-c957249891="" class="response-container ng-tns-c957249891-82 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c957249891="" class="presented-response-container ng-tns-c957249891-82"><div _ngcontent-ng-c957249891="" class="response-container-content ng-tns-c957249891-82 is-mobile has-thoughts"><div _ngcontent-ng-c2925024889="" class="response-content ng-tns-c957249891-82"><div _ngcontent-ng-c285899382="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr">- #### **Save**: To save the letter as a draft. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/EiGimage.png)
- #### **Confirm**: To finalize the letter. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/w1Timage.png)
- #### **Back**: To return to the main page without saving. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/Uzpimage.png)

</div></div></div></div></div></div></div>### **Tips &amp; Important Notes**

<div _ngcontent-ng-c558004504="" class="conversation-container message-actions-hover-boundary ng-star-inserted" id="bkmrk-this-module-is-very-"><div _ngcontent-ng-c2925024889="" style="text-align: justify;"><div _ngcontent-ng-c957249891="" class="response-container ng-tns-c957249891-82 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c957249891="" class="presented-response-container ng-tns-c957249891-82"><div _ngcontent-ng-c957249891="" class="response-container-content ng-tns-c957249891-82 is-mobile has-thoughts"><div _ngcontent-ng-c2925024889="" class="response-content ng-tns-c957249891-82"><div _ngcontent-ng-c285899382="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr" id="bkmrk-this-module-is-very--1">- #### This module is very useful for maintaining a standard of formal communication when first interacting with important customers.
- #### To ensure the letter template can be populated automatically and correctly, make sure the **customer and contact person master data is complete and accurate**.
- #### After a letter is **Confirmed**, you can print it from the main page using the **Print** button to then be signed and sent.

</div><div _ngcontent-ng-c2925024889="" class="response-footer is-mobile gap has-thoughts complete"></div></div></div></div><div _ngcontent-ng-c957249891="" class="response-container-footer ng-tns-c957249891-82"><div _ngcontent-ng-c2785631642="" class="actions-container-v2 ng-tns-c2785631642-86 mobile"><div _ngcontent-ng-c2785631642="" class="spacer ng-tns-c2785631642-86 ng-star-inserted">  
</div></div></div></div></div><div _ngcontent-ng-c558004504="" class="restart-chat-button-scroll-placeholder ng-star-inserted" style="text-align: justify;">  
</div></div>