Every day, the management of a retail business requires data in the form of day sales reports to understand the condition of the business. However, management may not always have the time to access reports from the available Report menu.
To address this, you can set up automatic delivery of the End od Day Report via email to management or specific user groups. To enable automatic EOD report via email, please follow the guide below:
I. Activate End of Day Report Notification
Step 1. Go to Setting, Select Mail, then Choose End Of Day Report
Step 2. Configuration End Of Day
A. Basic Settings
Content | Description | Example |
Group to Receive EoD Mail | Determine which group can receive the EOD email. | Admin |
Email Subject | The subject line of the received email. | Daily Report DealPOS |
B. Report Settings
Content | Description | Example |
Delivery Time | Configure the time for delivery of the end-of-day report email. | 22:00 |
Delivery Report Content | Send sales report between today sales or yesterday sales. | Today/Yesterday |
C. Report Format
Content | Description |
Add Inventory Column | Add Column for inventory info |
Send All Low on Stock Products | Send Information About All Products with Low Stock in EOD |
Sales Grouped by Product | Grouping by Product |
Sales Grouped by Outlet & Product | Grouping by Outlet and Product |
Send Month To Date Sales | Send monthly transaction in EOD |
Send Service Rendered | Show info for treatment service rendered |
Send Top 5 Low on Stock Product | Send Information About Top 5 Low on Stock Product in EOD |
Send Payment Received | Send payment received in EOD |
Sales Grouped by Sales Order Tag | Send Information sales by sales order tag |
D. Advanced
Content | Description |
Send No Transaction | Exclude transaction in EOD |
Send Visitor Statistic | Show visitor statistic |
Days of Transfer Not Arrived | Configure the number of days to consider a transfer as not arrived. |
II. Assign EoD Report to User Group
Step 1. Go to Users then Fill User Email
Step 2. Input Group to Receive Eod Email then click Save
Example Email End of Day Report:
Related Articles
If you want to see a sales report based on the visitor, you can read this article : Sales Report by Visitor
If you're going to send EoD manually, you can read this article : Send EoD Mail Report Manually
To set which users have access to be the receiver of eod mail report, you can read this article : Sending EoD, EoW, and EoM Report by Mail
DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.
With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).
For more detailed financial book-keeping, Books App is available as a separate accounting application. In addition, stock counting becomes easier with the DealPOS Scanner App, which supports barcode scanning features.