Accounting 2.0 - Sales: Advanced Quotation - Email notification did not send to Approver and Sales Agent

From AutoCount Resource Center
Jump to navigation Jump to search

Question : I’ve set email at Sales Agent with sales agent and approver email address, but why there is no email notification sent to the approver requesting approval for Advanced Quotation and return notification of the status update to the sales agent?


Adv qt email1.png


Possible Reason :

User did not maintain correctly Email Setting at Sales Agent Maintenance or did not enable the option ‘Allow send Advance Quotation notification email to approver’ and ‘Allow send Advance Quotation notification email to sales agent’.


Solution (1) :

Go to General Maintenance > Sales Agent Maintenance > Email Setting, maintain your smtp server.

Adv qt email2.png


Sample for Gmail Default SMTP Settings as below:

Outgoing mail SMTP Server : smtp.gmail.com
Port : 587
Enable SSL : Check the checkbox
Use name & password to authenticate : Check the checkbox
User Name : Your Gmail address. (e.g. example@gmail.com)
Password : Your Gmail password

Note : If you have your own SMTP Server, you need to configure it with your SMTP Server information.


You may try Send test email to see if it works successfully.

Having done this, when there is any Advanced Quotation confirmed by the sales agent, email notification will be sent to Approver for approval request and when the approver approved or rejected the Advanced Quotation, the sales agent will receive email for the status of approval.


Solution (2) :

Go to Tools > Options > Invoicing > Customize Invoicing 2, check the checkboxes of ‘Allow send Advanced Quotation notification email to approver’ and ‘Allow send Advanced Quotation notification email to sales agent', then click on OK.


Adv qt email3.png


By : Ashikin 200416, Lay Swan 200421, P200422


Go to menu

IconAcc20.PNG AutoCount Accounting 2.0


IconAcc188.PNG AutoCount Accounting 1.8 / 1.9
Wiki-Payroll.png AutoCount Payroll
Wiki-POS.PNG AutoCount POS


Wiki-AOTG.PNG AutoCount On The Go
Wiki-Accounting-Plugin.png AutoCount Accounting Plug-In Documentations