Gmail Setup for Retail Pro Prism 2.x

How to configure Gmail in Retail Pro Prism 2.x

Step 1: Navigate to the Admin Console, then go to Node Preferences > Hardware > Email Server Preferences. Fill out the fields with the following details:

Email Host Name: smtp.gmail.com
SMTP Port: 587 (Ensure this port is open in your system or network firewall and antivirus settings. Otherwise, you will not be able to send emails.)
Use SSL: Checked
Sender Email Address: Your email address
Server Username: Your email address
Server Password: To obtain the Prism-specific password from your Gmail account, follow these steps:

A. Sign into your Google account. Click your avatar in the top right corner and select 'Manage your Google Account' to access the account settings.

B. On the left side, click the 'Security' tab. Under the 'How you sign in to Google' section, enable '2-Step Verification.'

C. While logged into your Gmail account, open a new tab and go to App Passwords. Enter an app name, then click 'Create' to generate a Prism-specific password.

D. Copy the generated password and use it in the Prism 'Server Password' field.

Document Email Subject Line: Define the email subject line.

POS Receipt Email Subject Line: By default, the email subject line will be: "Your receipt #" followed by the transaction document number.

Email Attachment Type: Select the format for the emailed receipt: HTML or PDF.

Step 2:

In the Admin Console, go to Node Preferences > Hardware > Print Preferences.

1. Set the context to the Store Level.
2. Click on POS Transactions.
3. Ensure Override Sub-Areas is checked.
4. Set Default Action to Email.

Set Email Design to Receipt 40 Col.

Step 3:

At the POS, when the transaction is complete and the user clicks on the Print/Update button, an email dialog will pop up. Enter the email address and click on Send. Your email will be sent.

Note:

• In Step 2, if you select Default Action = Dialog, then the Default Email Design should be Receipt 40 Col.
• At the POS, when the transaction is complete and the user clicks on the Print/Update button, a dialog will pop up. The Email Design will already be selected; you just need to type in the email address. The Email button will be highlighted. Click on it, and your email will be sent.