Automatically / Manually Sending SMS Alerts

Automatically / Manually Sending SMS Alerts

The SMS & Email function allows you to send SMS or Email messages to customers, staff and yourself.  There are two types of messages that can be sent: 
  • The first is the Management Messages like the End Of Shift Department Totals, Variance, and the Audit Log.  
  • The second are customer messages like when a Putaway or Repair is ready for collection, or that their lay-by or customer account is overdue.
Alert
Sending SMS alerts requires you to sign up with one of the providers listed below. This is a paid service; follow the links to learn more.

Setting Up An SMS Account

  1. Contact following provider to set up an SMS account:
  2. From the main screen of Retailer, click on Tasks -> SMS Message Alerts.
  3. Click on Master Account Settings.
  4. Select the SMS Provider.
  5. Enter in the Username and Password created and provided by your provider.
  6. Enter number for Mobile 1 & 2, which are where Management Messages are sent to.
  7. Configure any of the other optional settings.

Sending Manual SMS Messages

  1. From the main screen of Retailer, click on Tasks -> SMS Message Alerts.
  2. Enter the number of the recipient by either:
    1. Entering a Phone Number and Name and then click on Add Number.
      OR
    2. Clicking on Find Customer and selecting the customer from the screen. This requires the customer to have a mobile number set up in the Customer Screen.
  3. Type in a message (Each message is 160 characters long).
  4. Click Send to Batch or Send Now.
  5. If adding multiple messages to the Batch, click on Send Entire Batch Now once all the messages have been added.

Automatic Management & Customer Messages

  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 SMS 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.

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