How to configure Email Schedule in RetailGraph Software? | SWIL

How to configure Email Schedule in SwilERP (RetailGraph)

How to configure Email Schedule





How to configure Email Schedule
In RetailGraph, we can set email schedules of transactions, reports, Birthday/Anniversary reminders, user define form, Integration and to do the same, we need to configure Email in RetailGraph and after successfully configuring Email, we can set the required schedules in RetailGraph.
How To Configure Email in Retail Graph
(Start ->Tools ->Send Email)

How To Configure Email in Retail Graph


After that, we need to do the following steps:
 Step 1: Go To Options As per shown Image.
Step 2: Over here, need to put Email In Email field from which, mails will be sent.
Step 3: Need to put the Password of Email in Password filed.
Step 4: One needs to put Email Server (smtp.gmail.com,smtp.mail.yahoo.com) as per the mentioned email id. Email servers may vary according to Email ids :
Step 5: Save this User Mail Account window.


User Mail Account

Step 6: One needs to log in his/her Email in Google chrome or in any web browser.
Step 7: Need to go to Google Account as shown in the below image.


Email in Google chrome

Step 8: Go To Security As show in This image 


Go To Security As show in This image

Step 9: Please check “Less secure App Access ”
Step 10: Less secure App Access should be always “ON” 


ON

Step 11: After making the above changes, need to go to Start>Tools>Send Email. Over here, we can check out if it is working or not by sending a test mail.
Send Email
After checking that mails are being sent, now we can set the schedule.
How to Create Email Schedule for transactions.
How to Create Transaction Email Schedule  
 (Start ->Tools ->Schedule SMS/Email)
schedule

Please follow the steps given below:
Step 1: Schedule For Select for “Transaction ”
Step 2: Select “Email” In Schedule Column.
Step 3: Select the Transaction Name “Sales invoice ” in the Transaction/Reports Column.
Step 4: Please Check Mark in Send in Attachment.


Send in Attachment

Step 5: Please select  Attachment Type in Attachment Type Column As Like (PDF,EXCEL,HTML,XML).
Attachment Type Column

Step 6: Save It.
 Now after saving a Sales Invoice bill, the Customer will receive an Invoice copy in PDF if email id is mentioned in customer As Shown in the below image

email id is mentioned in customer

How to Create Email Schedule for Reports
 How to Create Email Schedule for Reports
 (Start ->Tools ->Schedule SMS/Email)
Please follow the steps given below:
Step 1: Schedule For Select for “Reports ”
Step 2: Select “Email” In Schedule Column.
Step 3: Select Reports Name “Product Wise Sales Reports ” in Transaction/Reports Column.
Step 4: Please Check Mark in Send in Attachment.
Step 5:Please Mention Email Address in Receiver Options.

Create Email Schedule for Reports

Step 6: Go To Reports Parameters 


Go To Reports Parameters

Step 7: Select Reports Type As per shown Image 


Select Reports Type As per shown Image

Step 8: Click “OK” Options
Step 9: select Schedule Options  Such as Day Wise, Weekly Wise, Monthly Wise according to one’s requirement.
Step 10: Save It.


OK



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