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This article will guide you through the process of setting up automatic emails after an order management step (Pick or Pick Verify).

Step-by-step guide

  1. In Counterpoint, go to Setup > Point of Sale > Form Groups.
  2. Next to Form Group, type a suitable name for the email such as PACK EMAIL and a suitable description such as Packing Email.
  3. In the Group tab under Applies to, right click the area and click customize:
  4. The area below Applies to should now look like the following:
  5. Click Document status.
  6. In the menu that appears, scroll until you see Last order activity. The area below Applies to should now look like the following:

  7. Right click the area in white and click Simplify. The area below Applies to should now look like the following:
  8. Click the dropdown next to Last order activity.
    1. If you want the email after the order is Picked / when the order is in the packing stage, select Picked in the dropdown.
    2. If you want the email after the order is Pick Verified, select Pick Verified from OM in the dropdown.
  9. At the bottom, next to Auto print click the checkbox.
  10. Now, next to the Group tab, click the Forms tab.
  11. At the bottom next to Form filename, click the ... button to select the email.
  12. Drag the file you would like to send to the customer into the window that opens up.
  13. Select the file you added and press Open.
  14. Next to Printer method, click the dropdown and select Email.
  15. Click the Messages Tab.
  16. In Message after printing, enter in a confirmation email for yourself so you know the email has been sent.
  17. Press the Save icon.