Email End Of Shift Reports

Email End Of Shift Reports

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

Before 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.
   
   

   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.
   

Note: which reports are included in this email is controlled separately, via End of Shift → Setup → Reports To Produce. Tick any report there (e.g. Detailed Sales for an itemised list of products sold — see End Of Shift - Reports for details) to have it included in the manager email.

Alternatively, you can access this setting from the End of Shift as well.

1. From the main screen of Retailer, click End of Shift, then enter your staff initials.
   
2. Click the Setup button located at the bottom left.
3. Scroll down to the Email section.
   
4. Click the Email Options button to change your EOS email settings.
   

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.