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Tutorial: How to setup auto-email daily summary report in NeoPOS

7/6/2018

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This tutorial to teach you how to setup auto-email daily summary report in NeoPOS.
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This is how the Daily Sales Summary (Z-Reading) Report view on mobile device.

Step1: Go to Setting > MISC02

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Pic 1
1. Login to NeoPOS system. Select "Setting" then "MISC02".

Step 2: Setup the Sender Email

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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)


Step 3: Setup Recipient Email

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Pic 3
1. Put in recipient email address. 
  • 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
2. Tick the sales info you would like to receive from email. (default: all ticked)
3. Save it.
4. Save it 

Step 4: Test Send

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Pic 4.1
Now you can click "Test" to see if the setup is successful.
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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)
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Pic 4.3


Final Step: Check Your Inbox!

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Pic 5.1
5.1 You should be received a notification on your mobile device (Push Notification Enabled).
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Pic 5.2
5.2 Open your mail app and you should see a new incoming email. 
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Pic 5.3
5.3 Congratulation! You have successfully setup the auto-email daily sales summary report in NeoPOS :) Cheers!

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  • Business Models
    • Table Service
    • Quick Service
    • Retail
  • POS System
    • Tablet POS
    • All In One POS
    • Modular POS
  • POS Services
    • NeoPOS
    • NeoMobile
    • NeoCloud
  • E-Wallet Services
  • Clientele
  • Blog
  • NeoReport