To be constantly informed about sales in your company, Ebriza helps you with a new functionality: daily e-mail with your sales.
These e-mails will be sent to you one hour after closing time of your business.
Even if you have not set this e-mail up, you will automatically be sent an e-mail with the sales collected across the whole company, not just for certain locations. This default e-mail goes to a single address: that of the user ticked as company administrator, as shown in Account Settings - Users.
If you want to receive it only for certain locations, at a different address or at several addresses, you need to set up the "Periodic e-mail with sales" alert using the steps below. Careful: the alert replaces the default sending, it is not added on top of it — see the section "Who receives the e-mail, how to move it to another address and how to stop it" at the end of the article.
1. The periodic sales email is configured from the Alerts app. Alerts is included in the main Pro, Premium, and Titanium packages: it is not purchased or installed separately, and it does not appear in the Marketplace list. If you have one of the three packages on your account, the Alerts app is already there – you can find it in the account administration menu and proceed directly to step 2. If you do not have any main package installed, Alerts cannot be added as an individual app; first install a Pro, Premium, or Titanium package from the Marketplace. If you have a package but the Alerts app does not appear in your menu, the cause is almost always the permissions of the user you are logged in with, not the installation.
See the article “I can’t find an app in my account (even though it is installed)” for instructions on how to check permissions.
2. To add this alert, you must press the + button, located at the top right.
3. Select Periodic sales email from the list. Click the Add button.
4. Enter a valid e-mail address where you want to receive this information.
Select the locations for which you want to receive the sales e-mail (if you have multiple locations and want to be notified for only a part of them).
The e-mail will be generated one hour after closing time. You can also set the working hours directly from the alert.
5. Another way of setting the working hours, is to go to the Account Settings menu item, then go to the Company Settings tab.
From General Settings you can see your company's current working hours and change it.
Also, it is possible to change the company working hours from Dashboard too.
Who receives the e-mail, how to move it to another address and how to stop it
The periodic sales e-mail works through two flows that are mutually exclusive. Which one is active on your account depends solely on whether a "Periodic e-mail with sales" alert exists.
- You have no alert of this type: a single e-mail is sent, with the sales of the whole company, to the address of the user ticked as company administrator.
- You have at least one alert of this type: the company-wide e-mail is no longer sent at all. Instead, one e-mail goes out for each location ticked in the alert, to the addresses filled in on the alert (several addresses are separated by a semicolon).
This is where the rule that surprises people most often comes from: to stop the report arriving at a certain address, you add an alert with another address — you do not delete one. And the other way round: if you delete the last alert, the e-mail does not stop, it goes back to the company administrator's address.
I want to receive it at another address (or at several)
Add a new "Periodic e-mail with sales" alert from the Alerts menu, following steps 2-4 above, and fill in the address (or addresses) you want and the locations. From that moment on, the default e-mail to the company administrator is no longer sent.
Careful: an alert with no location ticked sends no e-mail at all — and, at the same time, it also stops the company-wide e-mail. The "Locations" field shows "In all locations" as placeholder text, but that is only an example, not a selection: if you tick nothing, you receive nothing. Likewise, a location that is not ticked in any alert no longer appears in any e-mail. This is the most frequent reason for "I set up the alert and now I get nothing".
I want someone else to receive it, still a single person
If you do not want to use alerts, move the company administrator tick to another user or change the e-mail address of the existing one, from Account Settings - Users. If the company administrator has no e-mail address set, no sales e-mail is sent — neither the default one, nor the ones generated by alerts.
I want it to stop completely
In the footer of the company-wide e-mail (the one sent when you have no alert set up) there is an unsubscribe link. Clicking it stops the periodic sales e-mail for the entire company — both the daily and the monthly version — with no need to log in. There is no tick box for this option in Account Settings; the link in the e-mail is the only way.
Careful about two things: the unsubscribe applies to the whole company, not just to the person who clicks the link, and it also stops the e-mails generated by alerts. And it cannot be re-enabled from the app — if you need to receive the e-mail again, write to us on chat.
I no longer receive the sales e-mail — what to check
1. Someone unsubscribed using the link in the e-mail footer. The unsubscribe applies to the whole company, so it is enough for a single colleague to have clicked it.
2. A "Periodic e-mail with sales" alert has been created — the company-wide e-mail is no longer sent, and anyone not listed on the alert receives nothing. Also check whether the alert has any locations ticked.
3. The company administrator has changed or no longer has an e-mail address filled in.
4. The account had no sales in the last 2 months or the subscription is not active — in these cases the e-mail is not generated. A seasonal account, closed over the winter, falls exactly here.
5. Timing: the e-mail goes out about an hour after the end of the working schedule, so a change to the schedule moves the time it arrives.
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