This tutorial to teach you how to setup auto-email daily summary report in NeoPOS.
This is how the Daily Sales Summary (Z-Reading) Report view on mobile device.
Step1: Go to Setting > MISC02
Pic 1
1. Login to NeoPOS system. Select "Setting" then "MISC02".
Step 2: Setup the Sender Email
Pic 2
1. Go to Setting 3 tab.
2. Fill in Sender Email Setting. (Skip this if you want to use the default gmail as sender)
3. Tick "Enable X-Reading Emailing.
4. Select "New"
Sender Email Setting
Gmail Server Setting: (Recommended)
Email Address: xxxxxxxx@gmail.com (email that use for sending the report)
Email Password: xxxxxxxx (email password)
Server Address: smtp.gmail.com (gmail outgoing mail server)
Server Port: 465
Tick "Enable SSL Connection" (connection type)
Yahoo Mail Server Setting:
Email Address: xxxxxxxx@yahoo.com (email that use for sending the report)
Email Password: xxxxxxxx (email password)
Server Address: smtp.mail.yahoo.com (yahoo mail outgoing mail server)
Server Port: 587 or 465
Tick "Enable SSL Connection" (connection type)
Hotmail/Outlook.com/live.com Server Setting:
Email Address: xxxxxxxx@hotmail.com/outlook.com (email that use for sending the report)
Email Password: xxxxxxxx (email password)
Server Address: smtp-mail.outlook.com (hotmail outgoing mail server)
Server Port: 587
Tick "Enable SSL Connection" (connection type)
2. Fill in Sender Email Setting. (Skip this if you want to use the default gmail as sender)
3. Tick "Enable X-Reading Emailing.
4. Select "New"
Sender Email Setting
Gmail Server Setting: (Recommended)
Email Address: xxxxxxxx@gmail.com (email that use for sending the report)
Email Password: xxxxxxxx (email password)
Server Address: smtp.gmail.com (gmail outgoing mail server)
Server Port: 465
Tick "Enable SSL Connection" (connection type)
Yahoo Mail Server Setting:
Email Address: xxxxxxxx@yahoo.com (email that use for sending the report)
Email Password: xxxxxxxx (email password)
Server Address: smtp.mail.yahoo.com (yahoo mail outgoing mail server)
Server Port: 587 or 465
Tick "Enable SSL Connection" (connection type)
Hotmail/Outlook.com/live.com Server Setting:
Email Address: xxxxxxxx@hotmail.com/outlook.com (email that use for sending the report)
Email Password: xxxxxxxx (email password)
Server Address: smtp-mail.outlook.com (hotmail outgoing mail server)
Server Port: 587
Tick "Enable SSL Connection" (connection type)
Step 3: Setup Recipient Email
Pic 3
1. Put in recipient email address.
3. Save it.
4. Save it
- Example for putting few email addresses as recipients
- xxxx@gmail.com;xxxx@yahoo.com;xxx@hotmail.com
- You can CC or BCC to other email address as well
3. Save it.
4. Save it
Step 4: Test Send
Pic 4.1
Now you can click "Test" to see if the setup is successful.
Pic 4.2
If you have set all correctly, you would see the message "Email was sent successfully. Please check inbox(s) (Pic 4.2). Else you will see the message "Sending Failure. Please check your internet connection and setting." (Pic 4.3)
Pic 4.3
Final Step: Check Your Inbox!
Pic 5.1
5.1 You should be received a notification on your mobile device (Push Notification Enabled).
Pic 5.2
5.2 Open your mail app and you should see a new incoming email.
Pic 5.3
5.3 Congratulation! You have successfully setup the auto-email daily sales summary report in NeoPOS :) Cheers!
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