Automatic Sending of E-mails

Automatic Sending of E-mails

Alert
Before following the steps below, you must first complete your Email Setup.

Automatic Emailing of Receipts at End of Sale

Info
Receipts can also be sent via Slyp, click HERE for more information

The following settings need to be done on each terminal that you want to automatically email receipts at the end of each sale.

  1. From the Main Screen of Retailer, click on Setup → Point of Sale → Terminals → Report Mapping.
  2. In the grid below, there may be various lines of settings already there for different receipts and sales.
  3. 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).
  4. You can add or remove the line settings using the 'plus'  and '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.
  5. You can save or cancel your changes by clicking the 'green tick'  and 'red X'  buttons under the grid. 
Info
To print a receipt and automatically email a copy to the customer, your Report Mapping settings should include two of the same Report Type, one for printing and one for emailing.

Emailing End Of Shift Reports

  1. From the Main Screen of Retailer, click on Tasks  -> SMS Message Alerts.
  2. Click on Account Settings
  3. Enter in the Management Email Address.
  4. Tick Email EOS Reports to Manager.

Automatic Management and Customer Alerts

  1. From the Main Screen of Retailer, click on  Tasks  -> SMS Message Alerts.
  2. Click on Notification Settings.
  3. Tick the Alert Triggers  for the Email messages.
  4. Each Alert Trigger has its own options including:
    • Trigger-specific settings
    • Days that messages are sent on
    • Messages that can be re-worded
  5. 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.
  1. From the Main Screen of Retailer, click on the Customers box.
  2. In the Customers window, click on the Other tab at the bottom.
  3. Tick Disable Receipt Emailing and click Save.
Note: This setting applies to all transaction emails automatically sent to customers including Normal Sales, Invoice Sales, Payment Receipts, etc