Email Digest
Email Summary
Email Digests in ERPNext are automated summary reports that send you short, regular updates on important business metrics right to your inbox. These digests keep decision-makers up to date on how the company is doing without having to log in every day.
By setting up Email Digests, managers and business owners can: – Keep an eye on sales, purchases, collections, and other important financial metrics. – Get regular updates without having to pull data by hand. – Keep an eye on daily, weekly, or monthly operations.
This feature is especially useful for upper management who want to keep an eye on overall performance, such as: – All Sales Booked – Payments Received – Unpaid Bills – Most Important Costs. With Email Digests, ERPNext sends you important summaries automatically based on the settings you choose. It’s like having a personal reporting assistant.
To set up Email Digest, go to:
1. How to make an Email Digest
Follow these steps to make an automated Email Digest in ERPNext:
1. Type in a Name for the Email Digest – This is the name of your report. – “Daily Sales Report,” “Weekly Finance Summary,” or “Monthly Collections Overview” are some examples. – The name makes it easier to tell the different types of digest apart (for example, sales, expenses, and projects).
2. Choose how often to send emails – Choose how often the digest should be sent.
Some choices are: – Every day: Get Updates every day. – Weekly:Get updates once a week on a day of your choice. – Monthly:Get a summary once a month. – This frequency tells ERPNext how often to put together and send you your summary report.
3. Add or take away recipients
- Tell us who should get the digest.
You can add more than one email address, such as: – Top management – Heads of departments – People in charge of money – Any employee or outside party who is worried – Adding the right recipients makes sure that the right people get updates on time.
4. Choose the Items You Want to Include in the Digest
- You can choose which important metrics to include in your digest with ERPNext.
Common data points you might choose: – Created sales invoices – Payments made – Unpaid Bills – Logged expenses New Quotes Sent In – Projects that are open or closed – New leads caught You can make each digest useful and actionable by carefully choosing the items that go into it.
5. Store
- Click Save after setting the name, frequency, recipients, and content of the digest.
- After that, ERPNext will start sending digest emails on its own, based on what you set up.
For example:
Think of a digest you made called “Daily Sales Performance.”
How often: every day – To: CEO, Head of Sales, and Finance Manager – Things that were included: – Created Sales Invoices – Total Payments Made – Unpaid bills Every morning, ERPNext will send a short, clear report to all the right people showing how well sales did the day before.
Note:
You can make more than one digest for different purposes: – Finance Digest: Deals with collections, expenses, and receivables. – Sales Digest: Focused on leads, bookings, and orders. – Project Digest: This was all about the status of the projects and the tasks that needed to be done.
Email Digests help ERPNext keep management up to date without giving them too much information. For example: Think of a digest you made called “Daily Sales Performance.” – How often: every day – To: CEO, Head of Sales, and Finance Manager – Things that were included: – Created Sales Invoices – Total Payments Made – Unpaid bills Every morning, ERPNext will send a short, clear report to all the right people showing how well sales did the day before.
Note:
You can make more than one digest for different purposes: – Finance Digest: Deals with collections, expenses, and receivables. – Sales Digest: Focused on leads, bookings, and orders. – Project Digest: This was all about the status of the projects and the tasks that needed to be done.
Email Digests help ERPNext keep management up to date without giving them too much information.