Mail notification Settings

The Mail Settings feature in Tracepos allows business owners to configure email notifications for various system events. This ensures that users are informed about important actions, such as stock adjustments, purchases, sales, and more. This guide explains how to use the Mail Settings page effectively.

Accessing the Mail Settings Page

1. Navigate to the Settings module in the Tracepos dashboard.
2. Select Mail Settings from the settings submenu to access the email notification configuration page.

Overview of Features

1. Configure Email Notifications

• Purpose: Enable or disable email notifications for specific system events.
• Events Covered:
  • Stock Adjustments:
    • Notifications for creating, updating, or deleting stock adjustments.
  • Purchase Returns:
    • Notifications for creating, updating, or deleting purchase returns.
  • Purchases:
    • Notifications for creating, updating, or deleting purchases.
  • Sales:
    • Notifications for creating, updating, or deleting sales.
  • Sales Returns:
    • Notifications for creating, updating, or deleting sales returns.
  • Expenses:
    • Notifications for creating, updating, or deleting expenses.
  • Staff Members:
    • Notifications for creating, updating, or deleting staff member records.

Steps to Configure Mail Settings

1. Enable or Disable Notifications

1. Navigate to the Mail Settings page.
2. Locate the event category (e.g., Stock Adjustments, Purchases, Sales).
3. Use the checkboxes to enable or disable notifications for the following actions:

• On Create: Sends an email when a new record is created.
• On Update: Sends an email when an existing record is updated.
• On Delete: Sends an email when a record is deleted.

2. Save Changes

1. After making changes to the notification settings, the system automatically saves the updates.
2. A success message will confirm that the settings have been saved.

Key Features of the Mail Settings Page

1. Event Categories:

• Organized into categories such as Stock Adjustments, Purchases, Sales, and more for easy navigation.

• Simple checkboxes to enable or disable notifications for specific actions (Create, Update, Delete).

• Changes to the settings are saved in real-time, ensuring immediate application.

• The page is optimized for both desktop and mobile devices.

Tips for Business Owners

• Enable Critical Notifications:
  • Ensure notifications are enabled for important events, such as stock adjustments and sales, to stay informed about key activities.
• Review Settings Regularly:
  • Periodically review your notification settings to ensure they align with your business needs.
• Avoid Notification Overload:
  • Disable notifications for less critical actions to reduce email clutter.

Permissions

• Access Mail Settings: Requires mail_settings_view permission.
• Edit Mail Settings: Requires mail_settings_edit permission.

Troubleshooting

1. Notifications Not Received:

• Ensure the email address configured in the system is correct and active.
• Verify that the notification settings for the specific event are enabled.

• Refresh the page and try again. Ensure you have the necessary permissions to edit mail settings.

• Check the email server configuration in the Email Settings section.

By using the Mail Settings feature, you can ensure that your team stays informed about important system events, improving communication and operational efficiency. Let us know if you need further assistance!