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How to Auto Generate SMS-Email About Transactions

SMS/Email configuration screen is used to generate auto SMS/Email about various transactions and other promotional activities. You can send auto SMS/Email to customers, walk-in customers, suppliers, or head office depending on the nature of the activity you want to SMS/Email about.

Remember: To avail this functionality check the boxes(as shown below) on the System>System Configuration>SMS/Email tab.


To access SMS/Email Configuration screen, go to Utilities>Setup &Configuration>SMS/Email Configuration.


Click on the expand sign to display activities under each activity head to want.

Main screen

Once the screen is expanded, all transactions under the selected activity and their default messages will be listed.

Check the appropriate recipient box and enter cell number or email against it depending upon your choice.

Note: You will enter the phone number and email only for head office (it is the number/mailing address of the head office user to whom you want to send the message about the selected transaction)

Nimbus will pick contact numbers of customers and walk-in customers from Customer Definition and Sales and Return screens.

Nimbus will automatically pick the name of the shop sending the message.

Adding message for sms or email

Then click Update.

Changing Default Message

To change the default message, edit the message in the User Defined Message field and write down a new message.

Once you have changed the message you can always revert to the default message by clicking the Default Message button.

in Setup and Configuration