Jolibiz POS Documentation

Email Settings

Table Of Contents

For a more detailed explanation and step-by-step guide, please refer to the information provided below. #

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Let’s assume the scenario of a small business named “Tech Solutions.” Alex is setting up the email settings for his business, “Tech Solutions.” He needs to configure the mail driver, host, port, username, password, from address, from name, and encryption.

Step 1: Select Mail Driver #

  1. Mail Driver:
    • Description: Select the method used to send emails. Common options include SMTP, Mailgun, Sendmail, etc.
    • Example: Alex decides to use SMTP for sending emails.
    • Action: Alex selects “SMTP” from the dropdown menu.

Step 2: Enter Host #

  1. Host:
    • Description: Enter the mail server’s host address. This is typically provided by your email service provider.
    • Example: Alex’s email service provider gives him the host address “smtp.example.com”.
    • Action: Alex types “smtp.example.com” in the Host field.

Step 3: Enter Port #

  1. Port:
    • Description: Enter the port number used by the mail server. This is usually provided by your email service provider.
    • Example: Alex’s provider uses port 587 for email delivery.
    • Action: Alex types “587” in the Port field.

Step 4: Enter Username #

  1. Username:
    • Description: Enter the username for the email account. This is often your full email address.
    • Example: Alex’s email username is “alex@techsolutions.com“.
    • Action: Alex types “alex@techsolutions.com” in the Username field.

Step 5: Enter Password #

  1. Password:
    • Description: Enter the password for the email account.
    • Example: Alex enters the password provided by his email service.
    • Action: Alex types his email password in the Password field.

Step 6: Enter From Address #

  1. From Address:
    • Description: Enter the email address that should appear as the sender of the emails.
    • Example: Alex wants emails to show as coming from “info@techsolutions.com“.
    • Action: Alex types “info@techsolutions.com” in the From Address field.

Step 7: Enter From Name #

  1. From Name:
    • Description: Enter the name that should appear as the sender of the emails.
    • Example: Alex wants the sender name to be “Tech Solutions”.
    • Action: Alex types “Tech Solutions” in the From Name field.

Step 8: Select Encryption #

  1. Encryption:
    • Description: Choose the type of encryption for the email connection, typically TLS or SSL.
    • Example: Alex’s provider recommends using TLS.
    • Action: Alex selects “tls” from the dropdown menu.

Step 9: Send Test Email #

  1. Send test email:
    • Description: This option allows you to send a test email to ensure the settings are correct.
    • Example: Alex wants to verify his email settings.
    • Action: Alex clicks the “Send test email” button.

Final Step: Review and Save #

  1. Review: Double-check all the information entered to ensure it is correct.
  2. Save: Click the “Save” or “Update Settings” button to save your email settings.
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Updated on July 8, 2024