HOW TO USE HTE ESOA FUNCTION

    1. Configure the E-SOA Maintenance set-up in Email Setting.

        Navigate to SYSTEM MANAGER -> COMPANY -> Email Setting -> Mail Server Setting

    Sender Mail – This is the admin email set-up by your email provider base from your SMTP provider.

    Password – Email password from the corresponding given sender email.

    Outgoing Mail Server – This is a server setting you need from your email provider to set up your email account.

    Outgoing Port – This is the configuration port provided by your email provider that serves as a channel used to send             messages/mail.

    Company Logo URL – This is an URL t locate your company logo that will be formatted in your SOA.

    2. Configure Customer Maintenance  

        Navigate Sales -> Customer Management -> Customer Maintenance

    Email - This is where the corresponding emails of the customer are encoded. If multiple emails needs to add just encode a     comma “,” after each email.

    Auto Send Email - If this is tick then the SOA will be automatically send every end   of the month.

    3. E-SOA CONFIGURATION MODULE

        Navigate to FINANCE -> RECEIVABLES -> REPORTS QUERIES -> SEND STATEMENT OF ACCOUNT

                a. Click Edit Button to add a specific customer you want to send E-SOA. 

                You can search Via Code, Customer Name, Customer Type, Contact Person or use the Search facility.

                b. Once done selection of customers click the insert button to proceed.

                c. Under the Email Subject encode your preferred email title and once done click the Sender Email Button.

                d. If the E-SOA was successfully sent a confirmation email will be sent to customer.

* END *