Email Mapping Setup

Email Mapping Setup

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
These steps are available in Retailer 3.1 and newer versions.
This Advice Sheet assumes more than one email address is setup in Retailer for sending emails. See Email Setup
  1. On the top menu bar of Retailer, click to Setup -> Mail Queue.
  2. The Email with the tick next to it is the Default Email Address. To change the default, click on a different email address in the list and click Set As Default
  3. Click the Mapping button
  4. Choose an email account to send from for each transaction type.
There are also Mappings available for sending System emails

Statements
Customer Statements
System
End of Shift Reports
Accounts
End of Shift Audits (Variances), Overdue Accounts & Overdue Layby,
Subagent Statements/Dockets/Returns Form, Run Sheets
Orders
Orders sent to Suppliers
Marketing
 Events in Tasks->Events



    • Related Articles

    • 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 and newer versions. ...
    • Print or Email Customer Invoices and Receipts (also in bulk)

      In the Customer screen, you can email or print out a customer's invoices/receipts from a button near the bottom right of the screen. This can be done in bulk as well. To email invoices/receipts, your email needs to be setup in Retailer first. Click ...
    • Change phone, fax, email & website on Receipts

      We have a video guide going through the system settings that affect the Point of Sale - ? Point Of Sale - Settings Certain Business Details that show on Receipts and Customer Statements can be changed in Retailer. From the Main Screen of Retailer, ...
    • Setup Print and Email for Quote and Invoice Management

      The below instructions explain how to setup Report Mapping for Quote and Invoice Management. These settings are used when Previewing, Printing and Emailing from Quote and Invoice Management. From the Main Screen of Retailer, click Setup -> Point of ...
    • Automatic Sending of E-mails

      Before following the steps below, click HERE to setup email in Retailer. 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 ...