You can automate the process of sending various different emails out of SchoolBitez. These emails could be Weekly Order Reminder to the parents, Distribution Reports to the School Admins, School Contacts and Production Reports to your vendors.
To setup automated emails, go to the Email page by clicking on Setup > Configure/ Send Emails menu link or directly on the Emails menu link.
On the Emails page, click on the Scheduled Emails tab. This will open a page that looks like below.
Click on the pencil icon next to each Schedule Type to configure it. Here are the configurations you will provide for each Schedule Type: -
Email Distribution Report
For this schedule, specific what time of the day you would like to email Distribution Report to school administrators and contact at the school. You can configure School Contacts and School Admins by editing a School.
In addition to configuring the schedule time, you will also specify the target date for which the Report is executed and email to the school contacts.
For example, scheduling Next Day target date at 6 PM will send Distribution report for the following day's orders at 6 PM on each day.
Each School admin and/ or contact is emailed the distribution report for the School they are assigned to.
Note: if there are no orders for the target day for a School, then the email is skipped.
Email Production Report
You can schedule an email for Production Report to be sent to vendors or administrations setup under your SchoolBitez Account.
Just like Distribution Report, you can specify the Scheduled time and the target day of the report.
In addition you can also select which days of the week should the production report email be triggered and whether you want to send Production report to administrators or to each Vendor for their specific orders.
Weekly Order Reminders
You can automate the process of sending reminders to parents about placing orders for the upcoming week.
SchoolBitez will identify parents who have yet to place an order for their child for the coming week and send a reminder email at the schedule time and day of the week.
You can also configure/ edit the email content for the Weekly reminder email by going to the Configure Emails tab.