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Email Scheduler

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Main Menu > Settings > SMS Settings > Email Scheduler (T > M > E)

This is used to send Summarized Report of various transactions for a day or given period automatically to the users through email.

Here you can set various details for which you want automatic emails.

Name

Particulars

Location

Press ALT + L to select the Location from the list.

Report

Press ALT + L to select the following Reports from the list:

Name

Particulars

Daily Report

Select to mail the Daily Report.

Day End Report (With Group)

Select to mail the item subgroup wise Day End Analysis Report.

Day End Report (Without Group)

Select to mail the Day End Analysis Report without item subgroup.

Expiry Report

Select to mail the Product Expiry Report.

Length of Seating

Select to mail the Length of Seating Report.

MOP Summary

Select to mail the MOP Summary Report.

Sale Report

Select to mail the Sale Report.

Stock Report

Select to mail the Stock Report.

To

Enter one or more email addresses, e.g. ceo@rancelab.com, cfo@rancelab.com

Subject

Type subject text for the report.

Attachment

Press ALT + L to select the following report formats from the list:

Name

Particulars

CSV

Select to mail the report in CSV format.

Excel

Select to mail the report in Excel format.

PDF

Select to mail the report in PDF format.

Data Period

Press ALT + L to select the following Data Periods from the list:

Name

Particulars

Last Month

Select to mail the previous month's report.

Next Month

Select to mail the next month's report.

This Month

Select to mail the current month's report.

Today

Select to mail the current day's report.

Tomorrow

Select to mail tomorrow's report.

Tomorrow +1 to Tomorrow +7

Select to mail the report for Tomorrow +1/Tomorrow +2/Tomorrow +3/ Tomorrow +4/Tomorrow +5/Tomorrow +6/Tomorrow +7 days.

Yesterday

Select to mail yesterday's report.

Yesterday -1 to Yesterday -7

Select to mail the report for Yesterday -1/Yesterday -2/Yesterday -3/ Yesterday -4/Yesterday -5/Yesterday -6/Yesterday -7 days.

Frequency

Press ALT + L to select the following frequencies from the list:

Name

Particulars

Daily

Select to mail the report daily.

Monthly - 1st to Monthly - 30th

Select to mail the report on any day from 1st day to 30th day of the month.

Monthly - Last

Select to mail the report on the last day of the month.

Weekly - Monday to Weekly - Sunday

Select to mail report weekly, i.e., on any day from Monday to Sunday.

Time

Set time for sending the mail automatically.

Body

Type body text for the report.

Is Active

Set Yes if the report is to be sent as per schedule; else set No if the report is not to be sent.

 

Email Scheduler Buttons:

 

Name

Particulars

-V Preview Dgn

Click this button or press ALT + V to get the preview designer and redesign the print format of the selected Report.