Email Scheduler
📧 Email Scheduler Feature in ERP Crystal Symphony
Automate Sales Communication. Let the System Work While You Rest.
📝 Overview
In the fast-paced world of manufacturing, timely communication is essential—especially when it comes to sales documents. With ERP Crystal Symphony’s Email Scheduler, your system can now automatically email Sales Orders, Invoices, and Indents at times that best suit your business needs. The scheduler supports sending emails at any time of the day and can be configured for multiple schedules per day, ensuring important documents reach customers and internal teams without delays or manual effort.
❓ What is the Email Scheduler?
The Email Scheduler is an automated tool built into ERP Crystal Symphony that sends specific documents via email at times defined by your organization.
Currently, it supports:
- ✅ Sales Orders
- ✅ Invoices
- ✅ Indents
You specify your preferred schedule(s) and recipient logic, and the system handles the rest—automatically, as per your requirements.
🏭 How It Helps Manufacturing Organizations
Manufacturing businesses deal with:
- High volumes of sales documentation
- Coordination across sales, finance, and dispatch teams
- The need for timely communication with customers and vendors
The Email Scheduler automates this routine task, ensuring:
- Sales Orders are shared promptly with customers
- Invoices reach clients on time for processing
- Indents are circulated internally without delays
🕗 Flexible Scheduling – Any Time, Multiple Times
Emails can be scheduled for any time(s) of the day, as per your business requirements. This flexibility allows you to:
- Align email dispatch with your internal processes
- Ensure documents are sent exactly when needed
All scheduling and setup will be managed by your system administrator (our team), based on your requirements.
✅ Benefits at a Glance
| Feature | Benefit |
|---|---|
| 🕒 Flexible Scheduling | Send emails at any time, multiple times per day |
| ✉️ Document Consistency | Ensures uniform templates and formats are used every time |
| 🛠️ Zero Manual Effort | Set it once—no need for daily follow-up |
| 👥 Improves Collaboration | Keeps customers and internal teams in sync |
| 🔐 Safe & Logged | Every sent email is logged for transparency and tracking |
🧠 Real-World Use Scenarios
| Use Case | Action by Scheduler (Custom Times) |
|---|---|
| Sales team creates confirmed orders | Sales Orders sent to clients as per schedule |
| Billing is completed throughout the day | Invoices dispatched to respective clients |
| Indents raised by departments | Relevant teams receive the indents via email |
⚙️ How to Enable and Configure the Email Scheduler
Enabling and configuring the Email Scheduler is simple:
🛠️ Contact the ERP Crystal Support team to activate and set up your preferred email schedules.
Our system administrators will handle all setup based on your requirements.
Once enabled, the system will automatically send Sales Orders, Invoices, and Indents at the times you specify.
📩 Want to activate or customize the Email Scheduler? Reach out to the ERP Crystal Support team today to simplify and automate your document communication!