Email Config

Before You Begin :

  • To get started, make sure you have your username and password ready.
  • Once you log in, you will land on the welcome screen.

    • 11.1.3 Email Config:

    ADD A E-MAIL CONFIG

    Note: On the Email Config screen, it's important to understand that there is no option to add new Report On Email. Users have the ability to solely edit the existing Report On Email. This means that while you can modify the existing entries, you cannot introduce entirely new Report On Email from this screen.

    11.1.3.1 SEARCH E-MAIL CONFIG:

    Search a Email Details - Step-by-Step:

    Step 1: Reach the Report on Email Page:

  • From the main side menu, click on "HR", then go to "Masters", and finally choose "Email Config". This will open the Report on Email Search page.

    • Step 2: Start Searching:

    On the Email Config page, you can search in different ways:

  • Report Name: Type the Report Name.
  • Report Code: Type the Report Code.
  • Mail Type: Select the Mail Type.
  • For All: If you don't have a specific Report Name or Report Code or Mail Type, just click "Search" to see all the Report on Email List.

    • Step 3: See the Results:

    After clicking "Search", you'll see results:

  • If you search by Report Name or Report Code or Mail Type, you'll find the matching Report on Email Details.
  • If you directly click "Search" button, you'll see a list of all the Report on Email Details.
  • At the lower right corner of the search results, you'll find a download button (Export as Excel). This button serves the purpose of providing you with an extensive list of Report on Email details in the form of an Excel file. By clicking on this button, you have the option to download the entire collection of category information, making it easily accessible for your records or further analysis.

    • 11.1.3.2 EDIT REPORT ON E-MAIL:

    Edit a Report on Email Details - Step-by-Step:

    Step 1: Start Editing:

  • On the Email Config Search, you can edit Report on Email Details.
  • Click Search: Press "Search" to find the Report on Email Details.

    • Step 2: Edit Details:

  • After searching, you'll see the Report on Email Details you want to edit.
  • Click "View/Edit" next to reach the Edit Email Config page.

    • Step 3: Update Info:

  • On the Edit Email Config page, you'll see existing details.
  • You can make edits to your entry and then proceed to submit it.

    • Step 5: Save Changes:

  • After editing, review your changes.
  • When you're ready, click "Submit" to save the updates.

    • NOTE: If you don't need to update the data while editing, you can click the "Cancel" button to go back.

    11.1.3.1 SUB TAB (Email Config Details):

    Once you click the "View/Edit" button on the Email Config page, the "Email Config Details" sub-tab will open. Here, you can provide the following details:

    ADD E-MAIL CONFIG DETAILS:

    Step 1: Fill in Email Config Details:

  • Customer: This field displays based on the selected Report Email. You can select multiple customers from the dropdown.
  • Plant Code: After selecting a customer, the dropdown will display the plant codes associated with that customer. You can select multiple plant codes.
  • To Mail: In this field, you can enter multiple email addresses, separated by commas such as abc@dmexpro.com,xyz@dmexpro.com,sample@dmexpro.com
  • Cc Mail: This field is optional. If needed, you can enter multiple email addresses for CC, similar to the "To Mail" field.
  • Bcc Mail: This field is also optional. If needed, you can enter multiple email addresses for BCC, similar to the "To Mail" field.
  • Schedule Type: Use this dropdown to select the email schedule, such as Daily, Weekly, or Monthly.

    • Step 2: Save or Clear:

    Once you have entered the details, you have two choices:

  • Submit: To retain the information, select "Submit". This action will include the Email Config Details with the provided details. After saving, the entry will be added, and the screen will transition to the editing mode.
  • To Start Over: Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.

    • EDIT E-MAIL CONFIG DETAILS:

    Once you have submitted the Email Config Details at the bottom result table will open.

    Step 1: Update Info:

  • In the result table Click "View/Edit" the data will be populated to respective the fields.
  • You can make edits to your entry and then proceed to submit it.

    • Step 2: Save Changes:

  • After editing, review your changes.
  • When you're ready, click "Submit" to save the updates.

    • List of the Report on E-Mail :

    1. Dispatch Invoice Mail
    2. Daily Sales Mail
    3. Delivery Quality check
    4. Supplier PO Automated Mail
    5. Customer PO Automated Mail
    6. Non Dispatch Mail With Value
    7. Idle Time Report Mail
    8. Customer PO Automated Mail
    9. Service Dc Out
    10. Calibration (Active)
    11. Calibration (Expire)
    12. Credit Note
    13. Debit Note
    14. Job Order
    15. Service PO Automated Mail
    16. DMeX Pro Application Data Usage - click here