The Compose message form is displayed after clicking the Email option when printing in Showroom, Vehicle Stockbook and Point of Sale. The email settings are defined in the POS Printing Parameters and Sales Printing Parameters.
Note: When reprinting a document in via Document Retrieval this form is called Email Reprint document.
This form is displayed when you click the Email option when printing a document in Showroom, Vehicle Stockbook or Point of Sale. It sends an mail with the required information to the customer.
Menu Bar and Toolbar:
| Menu bar | Toolbar | Action |
|---|---|---|
| File > Email only | |
Sends the email to the specified email address without printing a hard copy of the document. |
| File > Email + print | |
Sends the document by email and prints a hard copy to the printer. |
| File > Print | |
Prints the document without sending it by Email. |
| Help > Help | |
Displays this help topic in a web browser. |
Fields:
From (e-mail address): Defaults, if available, the Email address of the user. This can be manually replaced.
To: Select the source email address to be used. The default source type will be as setup in the settings per document grid in POS Printing Parameters. Available options are:
Manual: Select to manually enter an email address.
Sales Ledger: Select to use the email address as per the Sales Ledger record. The email address field will be populated with the email address and the field will be non-editable.
CRM: Select to use the email address as per the CRM record. The email address field will be populated with the email address and the field will be non-editable.
Note: The email source field will not be shown when the Address source setting on document level is not selected. If not selected, the field will be populated with the email address on the customer record or can be typed in manually.
CC (e-mail address): Enter the carbon copy recipient email address. Multiple email addresses are allowed and should be separated by a comma.
Subject: Filled based on the document requested. This can be amended.
Message: Enter an email message for the customer.
Attachment type: Indicate the format of the document attached, either a PDF format or JPG format.
Email notification of mail status:
Send notification in case of failure: Select to send a notification if the tranmission of the email failed.
Send notification in case of a successful transmission: Select to send a notification if the transmission of the email was successful.
Request a read receipt for this message: Select to receive a notification if the email was read.