Set up email receipts (Retail essentials) [AX 2012]

Updated: December 2, 2014

Email receipts are an environmentally friendly option for processing retail sales. The customer can decide whether to receive a printed receipt, an email receipt, or both. This topic explains how to set up email receipts.

For customers who are set up in Retail essentials, you can set the customer receipt option in the Customers form. For customers who are not set up in Retail essentials, set the default receipt option in the Retail parameters form.

You can set up the message body of the email receipt as form notes. You can then send email messages in different languages, depending on the language of each customer. If no customer is selected, the email message uses the language settings for your company. The form note must be set up as a Retail Headquarters Receipt form type.

Prerequisites

Before you can generate email receipts for your customers, you must configure email functionality in Retail essentials. This step includes the following tasks:

  • Set up and configure the Simple Mail Transfer Protocol (SMTP) server, and then connect Retail essentials to the SMTP server. For more information, see Configure email functionality in Microsoft Dynamics AX.

  • Set up an email notification profile, and assign it to your company and stores. Email notification profiles enable email messages to be sent to an individual or a group of recipients, based on user-configured parameters.

After you complete these steps, use the procedures in this topic to set up email receipt options for your company and customers.

Set up default customer receipt options for customers who are not set up in Retail essentials. Also set up email receipt options for customers who are set up in Retail essentials.

  1. Click Retail essentials > Channels > Setup > Retail parameters.

  2. On the Posting tab, under Email receipt, in the Receipt option field, select a default option:

    • POS – Print receipts from the point of sale (POS) register.

    • E-mail – Send receipts to customers in email messages.

    • Both – Print receipts from the POS register and send receipts to customers in email messages.

  3. In the Subject field, enter the default text that appears in the subject line of a receipt that is sent as an email message.

  4. In the File name field, enter the file name of the recipient’s email attachment. Do not include the file name extension.

  1. Click Retail essentials > Customers > All customers.

  2. On the All customers list page, select a customer, and then, on the Customer tab, in the Maintain group, click Edit.

  3. In the Customers form, on the Retail FastTab, in the Receipt option field, select an option:

    • POS – The customer will receive only printed receipts. The printed receipt is generated from the POS register.

    • E-mail – The customer will receive only email receipts.

    • Both – The customer will receive both printed receipts and email receipts.

  4. In the Receipt email field, enter the customer’s email address if you selected either E-mail or Both in the Receipt option field.

  1. Click Accounts receivable > Setup > Forms > Form notes.

  2. Click New to create a new form note. In the Form field, select Retail Headquarters Receipt, and then specify a language.

  3. On the Form note FastTab, enter the text for the body of the email message.


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