Feature Request: POS Email receipts change to default off Answered

Matthew Boogaard

Request: 

  1. Be able to mass change/update the POS customer receipts via email toggle.
  2. Have an override in the POS setup to only send POS receipt emails when prompted. (Previous logic).

A recent update changed the behaviour of the POS email receipt logic.

POS email receipts are now sent automatically by default and can be overridden on the customer record in the POS app.

There is no way to mass change (import/export) all customers if you don't want this.

Unfortunately I have had users accidentally enter the wrong customer and the wrong customers gets the email automatically.

This option in the POS setup appears to have no function now?

 

Related to

3

Comments

6 comments

Date Votes
  • Comment author
    anushree.lele
    • Official comment

    Hi Matthew & Chris

    We understand your concerns, and have made this a high-priority issue. We want to minimize any disruption this may have caused.

    1. To address the issue for existing POS customers with Autosend set to default ON, we've identified the following solution:
      • We will display an "Auto Send receipts via email" toggle field on the POS Sale summary page, which will default to "ON".
      • POS users can switch this toggle "OFF" before completing the sale payment to cancel autosending of the receipt via email"
    2. To avoid further confusion with settings at the customer and POS Integration levels, we have decided to do the following:
      • Rename the “Send POS receipts via email” field label text at Customer Details level  to "Autosend Receipts via email”
      • Change the toggle button “Email receipt to customer” in POS Integration Setting to two separate options (since the option is to send the receipt as an attachment or as part of the email body)
        • Field Name: “Send receipt to customer”
        • Option1: As an attachment
        • Option2: As part of the email body
        • Tooltip text: “Choose what format your customers should receive POS receipts sent by email.”
        • System Behaviour: Existing Toggle value will be retained and translated into respective optionwhen this change is implemented
    3. Regarding registering the preference Autosend Receipts in BULK for existing POS customers is under technical investigation using the import/export file template available under customer credit/loyalty points menu in POS Integration Settings. We will be able to confirm this feature request once the technical feasibility is completed. 

    We value your feedback on the proposed solutions. Please let us know your thoughts so we can ensure we meet your expectations effectively.

     

    Regards

    Cin7 Core Product Team

  • Comment author
    Chris McGrowin

    Amen. This unforeseen change in POS has been a disaster. Experiencing many of the same issues. Have reported as a bug but was marked closed by tech support. There is no feasible way to turn off the auto-send for thousands of clients in our system. 

    I'll add that the default receipt is sent in some sort of native outlook, not PDF nor .jpg so our clients are unable to save an attachment if they wanted. Would much prefer that this format is abandoned and in cases where we send an email receipt from Cin7 POS, it is with a PDF attachment like it does from Cin7 Core.

    1
  • Comment author
    Chris McGrowin

    Thanks for your update. Have relayed to our store managers. Is it possible to immediately please change the default to “OFF” and also provide an import/export field that we can bulk administer?

    -1
  • Comment author
    anushree.lele

    Hi Chris & Maythew


    I would like to confirm that the default setting for auto sending of pos receipts to email has been switched off for your pos applications.  Also bulk import of registering the preference to send  pos receipts automatically is work in progress will update you with the latest status at end of current engg sprint which is planned to completed by next weekend.


    Hope this solves your request and   problem you have faced with this new change 


    Thanks 
    Cin7 Product Team

     

    0
  • Comment author
    Chris McGrowin

    Excellent, thank you!!! Appreciate the proactive, off-cycle change to implement this.

    0
  • Comment author
    Matthew Boogaard

    Many thanks for listening to our concerns!

    0

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