Company Preferences: E-mail Documents

Preference Instructions | E-mailing Documents

Pro

Specify default settings for e-mailing documents from within Point of Sale.

Preference | Function

Default Message Text

Select a document type from the drop-down list at the top of the window and then complete the following settings to apply to that document type. Repeat for each document type you wish to e-mail.

Enter salutation, subject line, and body text. Point of Sale writes this information to each e-mail it creates, but you can edit individual e-mails before sending.

You can add information fields (shown in <brackets> at bottom of window) to your subject line or message, in which case the information from the matching fields on the document being sent is auto-filled to the message when it is created. Enter the field name and bracket just as shown.

Create attachment as | Select one of the e-mail attachment formats: PDF recipient must have Adobe Acrobat Reader installed to view. Excel recipient must have Microsoft Excel 2000 - 2007 installed to view. HTML can be viewed in web browsers. Text plain text format that can be viewed in most text editors or Word processing software.

See also the workstation preference for being prompted to e-mail each sales receipts.

Company preferences overview