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How Do I setup the Integrated E-mail feature so that I can e-mail receipts, customers and vendors?

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How Do I setup the Integrated E-mail feature so that I can e-mail receipts, customers and vendors?

Postby RetailEdge Moderator » Fri Dec 11, 2015 4:57 pm

RetailEdge has the ability to e-mail customers, vendors, clerks and customer receipts. E-mail is setup on a per workstation basis. To setup RetailEdge e-mail choose Workstations from the Tools|Settings menu. Add or Modify an existing workstation and press the e-mail tab. On the e-mail tab you will be able to choose and set the following options:

1. Use your Windows default MAPI (Mail API) e-mail client (Like Outlook) to send email directly to SMTP server. This option allows you to use your computer's existing e-mail program or to just use your system's email settings to pass the e-mail through. Since RetailEdge's email feature is not a full e-mail client it can be useful to use your computers email program to send e-mails. For instance, if you have some predefined formatting with your e-mails (fonts, background images, signatures with images, etc.) it can be nice to have RetailEdge launch your e-mail client so that you have more control over the look and feel of your communications. If you are sending a receipt using the computer's email client, RetailEdge will automatically launch your e-mail and attach the receipt and allow you to format and add additional text to the e-mail before sending.

2. The SMTP (Simple Mail Transfer Protocol) option is a more tightly integrated option and can be a faster method for sending customer receipts. In addition this method does not require you to install an e-mail client on your computer and you can use your web mail services to send e-mails. If you are selecting this option you will be required to enter some information about your e-mail server in RetailEdge.

a. SMTP Outgoing Server: The name of the mail server you are using (e.g., smtp.gmail.com).
b. SMTP Port (ex: 465, 587, 25): The port that server uses to communicate. The typical ones are listed, but your mail server might use something different.
c. SMTP Server Username: Typically your email address
d. SMTP Server Password: Typically your email login address but can be an application password that is generated for some webmail (e.g., Gmail).
e. SMTP From (Full Name): You can use whatever name you want here (e.g., Store Name).
f. Use SSL with SMTP Server? checkbox: Check this if your e-mail server supports SSL (most).

3. Email Signature (SMTP Option). Use this area to write a standard email response to be included with your emails and a standard signature with company name if you want one.

Once you have filled in all the appropriate information, you should test your settings by pressing the Send Test Email button. If you have all your settings entered correctly you will receive a successful message.

If you receive an error, double check your settings. If you have questions about the settings, the best thing to do before calling us is to check your e-mail program and make sure your settings match. These settings can be found on the Accounts tab of the Apple Mail Preferences - Outgoing Mail Server (SMTP) or in the Advanced Account Settings in Outlook.

If you are using Gmail you will need to edit your account settings. You should setup an App Password for RetailEdge Email. To do this, you will need to go to your Account Settings for your Gmail account and modify your Sign-in & Security Settings. You will be able to turn on 2-Step Verification and once this is turned on you can create an App Password for RetailEdge. This is the Server Password you should use in the SMTP Server Password setting in RetailEdge. SMTP Port should be 465. This is the best security and it allows you to quickly revoke access to your Gmail Account if you need to.

Yahoo Mail Accounts allow you to also create a secure application password as well.

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