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Automated Email for Shift Reports: Streamlining Sales Reporting

Automated Email for Shift Reports: Streamlining Sales Reporting

Updated over 3 months ago

The Send Email for Shift Report feature automates the process of sending daily shift reports via email to designated recipients. This update ensures timely and consistent reporting with minimal manual effort, enhancing operational efficiency and accountability.


Key Features

  1. Automatic Emailing

    • Enables the system to automatically send daily shift reports via email.

  2. POS Settings Flag

    • A toggle is added in the POS settings to activate the feature for specific locations.

  3. Attachment Support

    • Reports are sent with relevant attachments, ensuring recipients have all necessary details.


Steps to Configure and Use the Feature

Step 1: Enable the Automatic Email Flag

  1. Navigate to the POS Settings menu in your system.

  2. Locate the option labeled “Send Shift Report Daily”.

  3. Enable the flag for each location where you want this feature activated.


Step 2: Configure Email Recipients

  1. Under the Shift Report Settings, specify the email addresses of recipients.

    • This could include store managers, accountants, or other relevant stakeholders.

  2. Confirm that the recipients' email addresses are valid and correctly formatted.


Step 3: Monitor Email Logs

  1. Access the your Email to verify successful delivery.

    1. 🕔 Note emails are being sent out every 5PM UTC

  2. For failed or undelivered emails:

    • Check email server settings.

    • Ensure the recipient’s email is active.

    • Resend the report manually if needed.


Benefits of the Feature

  1. Time-Saving Automation

    • Eliminates the need for manual report compilation and email dispatch.

  2. Consistent Reporting

    • Ensures daily shift reports are delivered to stakeholders without delays.

  3. Enhanced Accountability

    • Provides real-time insights into sales performance for improved decision-making.


Conclusion

The Send Email for Shift Report feature is a simple yet powerful addition to the POS system. By automating the reporting process, it reduces administrative burdens, ensures timely communication, and enhances transparency across operations.

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