1. Scheduled Sales Summaries

• How to set up scheduled sales-summary texts
• How to choose sales-alert message fields and test delivery

How to set up scheduled sales-summary texts

In this guide: Set up scheduled sales-summary notifications, also called SMS alerts, text alerts, sales alerts, or scheduled sales messages, for selected phone numbers.

Steps

1. Open Settings > Text Alert Settings.
2. In Recipients and schedule, enter a valid phone number and select Add.
3. Add a second recipient if needed. A location can have up to two recipients.
4. Select an alert time and add it.
5. Add a second time if needed. A location can send scheduled summaries at up to two times each day.
6. Choose which sales-summary values should appear in the message.
7. Select Save Text Alert Settings.
8. Send a test alert when available to confirm delivery.

What scheduled summaries do

At the selected times, RepairNest POS sends a snapshot of the sales values chosen for that location. Daily Target event alerts are configured separately.

Tips

• Use phone numbers that can receive text messages.
• Confirm the location and time zone before choosing alert times.
• Keep recipients limited to people who should see business-performance information.

How to choose sales-alert message fields and test delivery

In this guide: Control the information included in a scheduled sales text and verify that messages can be received.

Choose message fields

1. Open Settings > Text Alert Settings.
2. In Sales summary message, open Options.
3. Select up to eight values for the message.
4. Choose the information most useful to the recipient, then select Done.
5. Save Text Alert Settings.

Available information may include

• Customer Count and Average Invoice
• Revenue and Income
• Cash, card, and other payments
• Discounts, Cash Expense, and Open Invoice
• Surcharge Collected, Tax Collected, and Cash in Hand

Test delivery

1. Use Test text delivery when available.
2. Enter the phone number that should receive the sample.
3. Select Send Test.
4. Confirm the message arrives and that the values are understandable.

If the test does not arrive

Verify the phone number, confirm the location supports text alerts, and check whether the daily test-message limit has been reached.