Marketing Company/Marketing Group wise Sales and Stock Statement (Email Schedule)

Marketing Company/Marketing Group wise Sales and Stock Statement (Email Schedule)

Marketing Company/Marketing Group wise Sales and Stock Statement (Email Schedule)

Many times we have required to emailing sales and stock statement report  Marketing Company/ Marketing Group wise to respective MSR or Email contacts. For same we can create an Email Schedule in Retailgraph with following steps 

1. Create Refer by or Email Contacts Marketing Company/Marketing Group wise

(Start ->Masters ->Customer/Vendor ->Refer by) 
Create new refer by master with email ID details where report will be schedule. 

UI for refer by master is as below:
Email Schedule
                                                                  Refer by Master

Name          : Contact Name (Like MSR/Contact Person/Company Name etc.)
Email           : Email ID (where scheduled report will be send)

2. Create Linking of Refer by and Marketing Company/Marketing Group


(Start ->Masters ->Customer/Vendor ->Area Allocation)
Here we have to link Refer by/Email Contact with respective Marketing Company/Marketing Group.

UI for Area Allocation master is as below:

Create Linking of Refer by and Marketing Company
                              Area Allocation Master

Refer By                    : Contact Name (Like MSR/Contact Person/Company Name etc.)
Marketing Company : Select Marketing Company for which report required with above selected Refer by email ID.
Marketing Group       : Select Marketing Group for which report required with above selected Refer by email ID.

3. Create Schedule for Sales and Stock statement report Email


(Start ->Tools ->Schedule SMS/Email)
Here we have to create email schedule for email Report company/group wise to respective email contacts.

UI for Schedule SMS/Email is as below:
Create Schedule for Sales and Stock statement report Email
                                                 Schedule SMS/Email Master
Schedule For                 : Report
Schedule                        : Email
Transaction/Report        : Sales and Stock
Attachment                    : Select Attached Report format type as XLS, XLSX and PDF etc.
Schedule Option            : Here we have selection for email report on One Time, Daily, Weekly and Monthly basis.
Start                                : Enter Date and time from when Schedule will be start.
From Date and To Date : Enter Date range as from and to date for which report will generate.
Receiver Option             : Here you have choice for upload transaction to selected or all as following
                                          ALL         : For All Contacts which is in [Contact list]
                                          Selected : For Selection of Contacts from [Contact List]

4. Allow User to run email schedule from User Master and setup sender email id


(Start ->Masters ->Resources ->User)
From here you can allow or disallow users for run report schedule which is scheduled.
And also setup your sender email id

UI for User master is as below:
User Master and setup sender email id
                                                                                      User Master

Schedule         : Reports (Select same for allow user to upload scheduled transaction)
Email Settings : Enter sender Email Id and email server details, from which email schedule will send emails.

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