Automatically send documents to customers

It is possible to set documents to be sent to customers automatically whenever a sale is successfully finalized. Make sure the prerequisites are met, and follow the provided steps:

Prerequisites #

• Have a customer attached to the sale.
• Set up the customer’s email account.
• Create a report you wish to use in this scenario.

Procedure #

1. Click the button, enter POS Unit and open the related link.
   A list of available POS units is displayed.
2. Create a new POS unit or open one of the available ones from the list.
3. Navigate to the POS Profiles panel, and expand the available options for the POS Receipt Profile.
4. Enable the Send Email Receipt on Sale toggle switch on the receipt profile you will use.
5. Click the button, enter Email Templates and open the related link.
6. Open the email template that you wish to be used to generate content sent to customers via email, e.g. SALESTICKET.
7. Provide the Table No. for relevant POS entries, as well as the Report ID.
   Other options and fields can be modified if needed.
   When a POS sale is successfully performed, the customer will receive an email with the attached file.

See also #

• Set up Email (Business Central)
• Send Documents and Emails (Business Central)
• Email setup
• Set up email templates