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How can the sales e-mail help me?

Written by Andrei

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 it up, you will receive a general sales e-mail. If you want to see it on certain locations only, you need to set the periodic sales e-mail alert.

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.

[tags: periodic email with sales, sales, sales report by email, alerts, can receive sales email to multiple addresses, how to change the address where the sales email is sent, account settings, general settings]

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