Email End Of Shift Report to Manager

Email End Of Shift Report to Manager

If you have staff doing your end of shift but you still need an overview of your takings for the day, setting up Retailer to email your end of shift reports is a great option. To set this up follow these steps
InfoBefore you are able to send emails from Retailer you must have set up your outgoing email settings. Click HERE for instructions on setting that up. 
  1. On the top menu bar of Retailer, click on Tasks → SMS Message Alerts.
  2. Click on Account Settings.
  3. Enter your email address into the Management Email Address field.
    Idea
    You can enter multiple emails if you separate them using a semicolon ; (manager@email.com;owner@email.com)
  4. Tick Email EOS Reports to Manager and Email Latest Reports Only
  5. Click Save and then Close.

You can also send other End of Shift notifications, either in addition to or as an alternative to the reports.
  1. On the top menu bar of Retailer, click on Tasks → SMS Message Alerts.
  2. Click Notification Settings.
  3. Under the Management Alerts section there are 2 reports that can be sent during end of shift:
    1. End of Shift Variance Difference
    2. End of Shift Daily Sales Total
    3. [Deprecated] End Of Shift Department Totals
  4. Double click the Email Alert tick box for any of these reports you wish to receive. 
  5. Click Save.
    Now when any staff member completes an end of shift, copies of the selected reports will be sent to the designated email address automatically.

    • Related Articles

    • End Of Shift Setup

      We have a video guide on the End of Shift settings - End Of Shift Before you start to setup your end of shift, you should ensure that your float values are all set up correctly - click HERE for more information. End of Shift Settings From the main ...

    • End Of Shift Reports

      You can choose which reports to print in the End of Shift setup screen. Click HERE to learn more about End of Shift setup. Daily Sales Summary This report gives you handy information to analyse your day's trading by department, along with a ...

    • RoamV2 - End of Shift

      End of Shift on Roam allows you to track Cash Takings while using Roam. End of Shift is optional in Roam. Sales will still import to Retailer without performing an End of Shift. Access End of Shift From your Roam POS screen click on the hamburger ...

    • Why is my End of Shift report not printing?

      The first thing to try is to close out of Retailer, opening back up and trying again. A good idea for any printer issue. If it's still not printing, check the End of Shift settings. Open End of Shift, click on Setup. On the left, tick Send reports ...

    • Automatic Sending of E-mails

      Before following the steps below, you must first complete your Email Setup. Automatic Emailing of Receipts at End of Sale Receipts can also be sent via Slyp, click HERE for more information The following settings need to be done on each terminal that ...