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.
|
