Before following the steps below, click HERE to setup email in Retailer.Automatic Sending of E-mails
Before following the steps below, click HERE to setup email in Retailer.Automatic Emailing of Receipts at End of Sale
The following settings need to be done on each terminal that you want to automatically email receipts at the end of each sale.
- From the Main Screen of Retailer, click on Setup -> Point of Sale -> Terminals -> Report Mapping .
- In the grid below, there may be various lines of settings already there for different receipts and sales.
- The Report Type column indicates different sale types (e.g. layby payment, invoice sale).
The Printer column indicates how the receipt is printed/shown/sent. It will have a printer name, or Preview, or Email/SMS.
The Template column indicates the type of receipt used (e.g. docket receipt, A4) - You can add or remove the line settings using the green 'plus' and red 'minus' buttons under the grid.
Add settings for any sale types that you want to automatically email receipts for, using the 'Email Customers via Retailer' setting in the Printer column. This will only affect customer sales with a customer name/account.
If you wish to email receipts for all sales, use the 'Email Everyone via Retailer' setting instead.
If there is no email recorded for a customer, it will prompt for an email at the end of the sale with these settings.
Emailing End Of Shift Reports
- From the Main Screen of Retailer, click on Tasks -> SMS Message Alerts.
- Click on Account Settings
- Enter in the Management Email Address.
- Tick Email EOS Reports to Manager.
Automatic Management and Customer Alerts
- From the Main Screen of Retailer, click on Tasks -> SMS Message Alerts.
- Click on Notification Settings.
- Tick the Alert Triggers for the Email messages.
- Each Alert Trigger has its own options including:
- Trigger-specific settings
- Days that messages are sent on
- Messages that can be re-worded
- Configure the settings and click Close when finished
Disable Automatic Emails for Individual Customers
You can disable certain customers to not receive the automatic receipt emails from Retailer if a customer has put in a request.
- From the Main Screen of Retailer, click on the Customers box.
- In the Customers window, click on the Other tab at the bottom.
- Tick Disable Receipt Emailing and click Save.
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