Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
en:mail [2021/10/25 19:55] 111.225.149.111 old revision restored (2021/03/19 12:54) |
en:mail [2022/04/27 16:05] simon |
||
---|---|---|---|
Line 1: | Line 1: | ||
- | FIXME **This page is not fully translated, yet. Please help completing the translation.**\\ //(remove this paragraph once the translation is finished)// | + | ====== Set up email notifications with and from Ysell ====== |
- | You can send emails from orders in Ysell to customers. | ||
- | {{:ru:image_2021_03_16t11_52_17_659z.png? | + | > **1** Go to **Company** and choose **Settings**. Find the **Email** button there. |
+ | >>{{:ru:575454548.png? | ||
- | To do this, you should set up your email Settings | + | ---- |
+ | |||
+ | > **2** Click on **Add Email**. | ||
+ | >> | ||
+ | |||
+ | ---- | ||
+ | |||
+ | > **3** Be sure to fill in all the required fields. | ||
+ | >> | ||
+ | >> | ||
+ | |||
+ | ---- | ||
+ | |||
+ | > **4** After you fill in the fields, test your email account. Enter a test email in the field **Test email address** and put a checkmark to enable the test. After saving the Email go back to the **Email** menu and press **Test** to receive a test message. **Be sure to remove the checkmark after the test, otherwise this will interfere with the normal mailing process**. | ||
+ | >> | ||
+ | >> | ||
+ | |||
+ | ====== Sending notifications and invoices to clients in Ysell ====== | ||
+ | |||
+ | > **1** Open the **Mail** tab in the order and click **Send mail**. | ||
+ | >> | ||
+ | >> | ||
+ | |||
+ | ---- | ||
+ | |||
+ | > **2** In the opened window the email should automatically appear from the order. Fill in the remaining fields in order to send the email. | ||
+ | >> | ||
+ | |||
+ | ---- | ||
+ | |||
+ | > **3** The uppermost field allows you to select a pre-created template for sending messages. You can create your own templates only if you have the Classic or a higher tariff. If you work with the basic tariff, you will not have access to **Mail templates**. | ||
+ | >> | ||
+ | |||
+ | ---- | ||
+ | |||
+ | > **4** To create a template for messages go to **Settings** and select **Mail templates**. In the opened page click on **Create Mail Template**. | ||
+ | >> {{: | ||
+ | |||
+ | ---- | ||
+ | |||
+ | <WRAP group> | ||
+ | <WRAP half column left> | ||
+ | |||
+ | > **5** Fill in the desired fields for the template. | ||
+ | >> {{: | ||
+ | </ | ||
+ | |||
+ | <WRAP half column left> | ||
+ | > | ||
+ | > | ||
+ | > | ||
+ | > | ||
+ | >**Mail Address** - Specify the email to which you want this template to be sent, in case you want to send the message only to this email. | ||
+ | > | ||
+ | >**Mail Subject** | ||
+ | > | ||
+ | >**Mail Body** | ||
+ | > | ||
+ | > | ||
+ | > | ||
+ | > | ||
+ | > | ||
+ | > | ||
+ | > | ||
+ | > | ||
+ | > | ||
+ | </ | ||
+ | </ | ||
+ | |||
+ | |||
+ | > **6** In order to send invoices, go to the tab **Invoices** and click on **Create invoice**. | ||
+ | >> | ||
+ | >> | ||
+ | |||
+ | ---- | ||
+ | |||
+ | > **7** Click on the gear wheel symbol to open the invoice management menu. By clicking on **Send by email** the invoice will be sent by the email entered in the order. | ||
+ | >> | ||
- | {{: | ||