Email Configuration [HQ]
The Email Configuration screen allows you to schedule emails from HQ to selected employees for MIS and reporting purposes. Six categories are available: Purchase Order, Sales Summary, Loyalty Points, Customer Account Statement, Customer Outstanding Statement, and Offer Add Update.
To configure these settings:
Open HQ and navigate to Add-ons > Email Process > Email Configuration.
Click the Edit icon to open the pop-up window.
In the pop-up:
Enter the From Email ID, Cc, Bcc, and Subject for the email to be sent to the mapped employee. Use relevant keywords, as their values will update dynamically when the email is sent. For multiple Cc or Bcc email address, separate them with a comma.
Choose a Trigger Type for sending the email: Daily, Weekly, Monthly, or Yearly.
Select the Status for this category. Choosing Inactive will suspend email generation for this category.
The trigger is based on the SMS setup configuration. For example, an email can be sent to a customer when loyalty points exceed a specified threshold. Configure the email content accordingly.
Click the Save button to complete the process.
Related Articles
Setup Configuration Settings [HQ]
The Setup Configuration Settings screen in HQ allows you to configure and manage HQ-level setup options. These settings are critical, as the entire HQ workflow depends on them. Proper configuration ensures smooth system operations and consistent ...Scheduler Configuration [HQ]
Scheduler Configuration - Overview The Scheduler Configuration screen in HQ allows you to configure and manage automated data synchronization schedules directly from HQ. Using this screen, you can set up schedules for Item Stock synchronization and ...Centralized Tools Configuration [HQ]
Centralized Tools Configuration in Gofrugal HQ Centralized Tools Configuration in Gofrugal HQ enables Head Office (HQ) users to centrally manage and standardize tool and utility configurations across all connected outlets. Instead of configuring ...Outlet Security Configuration [HQ]
The Outlet Security Configuration screen allows you to centrally manage and update outlet-level security settings directly from Headquarters (HQ). This enables quick and consistent security adjustments across all outlets. To make changes using the ...Backup Configuration [HQ]
This screen serves multiple purposes, including making incremental backup requests from outlets, activating or suspending backup statuses, enabling or disabling accounts, sending NetTrade configurations, and managing audit settings. It also displays ...