Email Setup

Email Setup

This advice sheet explains how to setup Emailing in Retailer to send emails from your existing Email Accounts. These settings are used to send emails to Customers, Suppliers or business owners. These steps are for Retailer 3.1.1 and newer versions.
Idea
Email only needs to be setup on one terminal. For Multi-Store, email needs to be setup once for each location
Alert
Email providers may reset your email connection from time to time, as a security measure. This will require you to redo your email settings again below.

Setup Email Address in Retailer

  1. On the top menu bar of Retailer, click to Setup -> Mail Queue.
  2. Click the New button. Select the Email Provider you wish to setup.
  3. Continue with the relevant section below.
    OAuth: Gmail or Outlook/Office365 (including Go Daddy)
    SMTP (POP/IMAP): Any other email provider (Yahoo, Bigpond, Optus, etc)
  4. If you want customers to reply to a different email than the one emails are sent from, this can be set in the ReplyTo Address field in the list of Email Accounts

OAuth

Warning
Do not use Firefox as the default browser when authenticating Email. It can cause an issue that prevents the Setup -> Mail Queue screen from opening
If you are unable to open the Setup -> Mail Queue screen, contact Tower Support
  1. Your browser will open and ask you to login to your email account
  2. You will then be asked to authorise Tower Systems MailQ
    1. For Gmail, tick Send email on your behalf and click Continue
  3. Once finished, close the browser and you will return to Retailer. Close the Account Settings page

SMTP (POP/IMAP)

  1. Enter your email username and password in the relevant boxes under Incoming and Outgoing. To reveal the password, click and hold on the Eye symbol 👁
  2. The Incoming Username will be used as the From Address for emails sent using Pop/IMAP
  3. Enter the SMTP Mail Server in the Server box under Outgoing Mail. If you don't know the Server Address, see Email settings (SMTP) for other email providers
  4. Click Connect
Alert
For security reasons, the password field will be blank if you click Change from Setup -> Mail Queue. If updating a setting, you will need to re-enter the password before clicking Connect

Setup Email Mapping

Multiple Email Addresses can be setup in Retailer for sending emails and the address the email is sent from can be set per transaction type. For example, you may wish for POS Receipts to send from sales@email.com and Statements to send from accounts@email.com

See Setup Email Mapping for instructions on setting this up
Notes
If you only want to email from one email address you can skip this step

Customise Email Messages

The email message sent for each transaction type can be customised. See Email template from Point of Sale

Check Emails have sent

Email Queue Management will list all emails sent from Retailer. Any that have sent successfully will be cleared from the list after 24 hours. If an email fails to send, a notification in Retailer will appear which will allow you to open Email Queue Management where you can see the error message, change the email address or resend. See Email Queue Management

Emailing Orders to Suppliers

Orders created in Retailer can be emailed to your Suppliers automatically or by using your default email client (Outlook, Thunderbird, etc).
This can be set per supplier. See Emailing Orders to Suppliers

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