The Email Configuration setup
Typically the procedure for setting up the Company Email and the User Email is the same.
Search for “Company email Setup” or “User Email Setup” along the left hand side to get to each of the configuration screens.
You just need to decide if you’ll be using Webmail (Microsoft), Exchange, or Email Services to configure your Email services in the system.
You can select one of the above Email Service Types that you will be using to send the emails.
Please consider the below-mentioned process for both the “Company Email” setup and the “User Email” setup.
Navigate to the “Company Email Configuration setup”/”User Email Configuration setup” module by searching from the search menu.
To use the “WebMail” Email Services follow the steps below:
- Select the Email Service Type–>Webmail.
- Enter the Outgoing Mail Server(SMTP): smtp.office365.com- for Microsoft & smtp.gmail.com- for Gmail.
- Enter the Email Address.
- Port Number–>587
- Enable SSL, and
- Enter the Email Password.
- Click Validate to verify the information you entered is correct.
- Once validated, click Save.
Video Tutorial
To use the “Gmail” Services follow the steps below:
- Select Email Service Type: Email services.
- Then click on “Connect” in the Add Service.
- Sign in with Google Account.
- Then click on the “Allow“. (This will activate the email Services in the Xoro).
Please note: As mentioned above, ff Gmail is used, you would need to use Google’s App Password as the Email Password.
For the Email Service Type Exchange, fill in the following details:
Exchange Uri: https://outlook.office365.com/EWS/Exchange.asmx
Fill in the “Domain“, “Username“, and the “Email Password“.
- Click Validate to verify the information you entered is correct.
- Once validated, click Save.
Any Outgoing Email from the system that is auto-generated, for example when Payment Links such as “Deposit link”, “Invoice Payment link” are generated, or even for sending Emails to the other Users, the Email would be sent from the Email Id defined in the Company Email setup.
For the sending of the following emails from the system, the Company Email will be used:
- “Auto email reminder for overdue Invoices”.
- “Auto email send confirmation on SO allocation”.
- “Auto email Ship confirmation on Pack & Ship”.
- “Auto send email confirmation on Bill Payment”.
- “Auto email send confirmation on Order Release”.
- “Auto email Packing Slip along with Invoice”.
- “Notification for Goods Received”.
Note: For sending the Shipping Confirmation Email, there is an option to decide which email type will be used when sending ship confirmation.
The App Config setting can be used to define this.
If the user email is not set up then it will send an email through the company email.
On the other hand, the User Email is used to send emails from the system by a user while sending Sales Orders, Purchase Orders, etc, from the “Add to Email Queue ” option and also at the different stages of the Inbound and the Outbound modules, such as Invoice, Item Receipt, etc.
1. Getting the error “Cannot complete the request. Cannot send a test mail. The SMTP server required a secure connection or the client was not authenticated. The server response was: 5.5.1 Authentication Required. Learn more at. Please try again.” while validating. This message typically appears if the email or password or both are incorrect. Please re-check them all.
Click here to know how to resolve this issue.
2. Getting the error “Cannot complete the request. Cannot send a test mail. Failure sending mail. Please try again” while validating. This typically appears if the outgoing mail server or port number or both are incorrect. Please re-check them all.
3. Getting the error “Cannot complete the request. Cannot test mail. The SMTP server requires a secure connection or the client was not authenticated.” This typically appears if the SSL setting is incorrect. Please re-check this.
4. If you are using Exchange Service type then the domain should be in the format of “company.com” (without quotes).
