DealPOS provides store reports that can be sent automatically via email at the end of each certain time range (daily, weekly, or monthly). Store reports that are sent are reports on sales, stock, etc.
This article will explain how to set the End of Time Reports and how to set what data you want to send to the user's email.
I. Setting Recipient and Report Instruments
Step 1. Open Mail Setup in Setup, More Settings, and Select Mail
Step 2. Select Recipient & Report Instruments Setting for EoD
You can choose which report you want to send, and which group/role as the Recipient.
Step 3. Select Recipient & Report Instruments Setting for EoW
Step 4. Select Recipient & Report Instruments Setting for EoM
Notes :
Sales reports that are sent automatically do not display details like sales reports from the report menu.
II. Send Report Manually Anytime
If you want to send your EoD, EoW, or EoM report manually without waiting until the time you will receive the report, you can also send the report manually at any time by using DealPOS Tools.
Step 1. Login to DealPOS Tools App
Input POS Domain.
Sign in with POS Account.
Step 2. Go to Send Email, then Send Report by Mail
Select the send mail menu, then choose which report you want to send, then click send mail.
Related Articles
If you want to send the End of Month reports, you can follow the steps in this article Monthly EoM Report
For more detailed information about sending End of Day reports manually, you can follow the steps in the article below Send EoD Mail Eport Manually
If you want to assign the Admin user to be the recipient of End of Day reports, you can see the steps in this article End of Day Report Email to Administrator
