Log into Retail Operations and in the tree menu, open the Customers section and click on the customer Search. Emails can be sent for a selected customer or group of selected customers, so your first step will be to bring your customer(s) up in the work set by either clicking the Show All button in the customer toolbar, or using the search criteria fields to identify who you are looking to send your email to.

Once you have your customer(s) pulled up in the Work Set window, highlight the customer or group of customers by using the Ctrl or Shift button on your keyboard and selecting the rows. With your customer row(s) selected, use your right mouse button to trigger the tasks menu. Select the option to Send Email to open the EncomPos Mailer. Note* Your customers will not see a list of all customers who received your email.

If your selection contains a customer that does not have the email address filled out the email will fail to send.

From - The from line uses your email settings, located in the System Configuration, Retail Environment, Email Setup. You can also access the same information by clicking the Settings button at the bottom of the EncomPos Mailer window.

Subject - .Use this field to state the subject of your email.

Attachment - Click the envelope if you would like to add an attachement to your email. You will need to browse to the location of your attached file. Only one file can be attached at one time.

Plain Text or HTML - At the time of writing this help file, only Plain Text email is available to use.

Open Document - Coming Soon

Save Document - Coming Soon

Email Message - A blank field to customize a message.

Once you are ready, click the Send button to send the message. A status bar will display the progress and once sent, will bring up a message that the Send Completed successfully and that an entry has been logged in your sent email. If the message failed, you will be notified of it will a reason why if possible. Call support if this happens. Click the OK button to close out the email feature.

Settings - Correct mail settings are critical for emails to send successfully. You may need to call your internet provider to obtain some of the following information.

Email Address - The email account you want to use to send your emails from.

SMTP Server - This is your ISP's Outbound Server address.