📨 WebStore Configuration – Email

This article explains how to configure email-related settings for your WebStore in the POS system. The Email section allows administrators to manage email communication for account setup, order confirmations, password resets, and billing workflows.

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To manage the WebStore email settings please navigate to your webstore configuration and select the email tab.

📧 Default Email Address

Default Email Address
This is the primary email address used by the WebStore to send all outgoing emails.

🔐 Email Verification Options

✅ Confirm Sign-In Email Addresses for New

 Accounts

• Purpose: Verifies the validity of email addresses when a customer creates a new WebStore account.

• How It Works: The system sends a verification email with a link. Customers must click the link to complete profile setup.

✅ Confirm Sign-In Email Addresses for Linked Accounts

• Purpose: Verifies email addresses for customers linking a new WebStore profile to an existing account.

• How It Works: Sends a verification link to the provided email during the linking process.

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🔑 Password Reset Emails

✅ Send Email to Reset Password

• Purpose: Enables customers to reset their password automatically via email.

• How It Works:

  • Customer initiates a password reset from the Sign-In Form.

  • A reset link is emailed (only if a valid email is entered).

  • Clicking the link logs the user in and allows password update.

• Note: Passwords can also be reset manually via the WebStore Access tab on the Customer Form.

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🧾 Billing Emails

✅ Confirm New Sub-Accounts for Billed Accounts

• Purpose: Required to enable 3rd Party Billing for customer profiles.

  How It Works:

  • When a customer requests to link to a Billed account, a notification email is sent to the admin on that account.

  • The Billed account can then approve the request via email.

✅ Notify Customer of Billing Request Status

• Purpose: Keeps customers informed about the outcome of their 3rd Party Billing request.

• How It Works: Sends an approval or denial email to the requesting customer from the admin of the on account.

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📦 Order Confirmation Emails

✅ Confirm New Orders

• Purpose: Notifies customers when a new WebStore order has been successfully placed.

• How It Works: Sends an email confirmation for every completed order.

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⚙️ Settings and Customization

🛠️ Settings Button

• Found next to each feature listed above.

• Opens the Email Entry Form, where you can view or customize the message sent.

📋 System Options Form / Email Setup

• Use this to configure the email account that the POS system uses to send all WebStore emails. Navigate to: System Options Form > Email Tab