Monthly EoM Report

Customer Support DEALPOS
[Updated]

This article explain how to send mail report every week. The following steps as below:

Step 1. Go to Setup on more Menu click tab Mail

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Step 2. Go to tab EoM Email then set the Group and Save

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After move into the email tab-menu, you can look for the "End of Week Mail" section and choose which group you want to send the email to.

You can also include the last year transaction of you customers by choosing 'Yes' under the "Last Year Spending Visible" section.

Afterwards, the email will be sent automatically on Monday morning.

 

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