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Auto Send End Of Month (EoM) Report Mail To a User Group

Automatically send End of Month (EoM) reports to user groups via email.

Written by Stephen
Updated over 2 weeks ago

Every month, the management of a retail business requires data in the form of monthly 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 of Month (EOM) Report via email to management or specific user groups. To enable automatic EOM report delivery via email, please follow the guide below.

Step 1. Go to Settings, navigate to Mail, End of Month Report

Mail Setting

Step 2. Configure Group User to Receive EoM Mail

After moving into End of Month Report Configuration, you can look for the "Group to Receive EoM Mail configuration and choose which group you want to send the email to.

Example: Admin

Group Receiving

Afterward, the end-of-month report will be sent automatically via email. You also can send the End of Month report manually using tools.dealpos.appย 

Send EOM Manual

For more detailed steps, you can check this following article.


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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.

dealpos-demo-indonesia
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