Through this Shop Configuration option, you can set up your Minfos software to email:

  • PDF statements with your pharmacy’s own email message
  • Reports with your own email message
  • eReceipts


Email server settings requirements

Note: To complete this process, you require your pharmacy's outgoing email server address and settings. Contact your pharmacy's internet service provider (ISP) or hardware vendor to request these settings. Minfos support cannot provide you with these details.

Your store’s email account uses an outgoing mail server to send emails, which is specific to your email account’s domain and the setting your ISP has provided. For when you complete the first process, “Setting up email statements” in Minfos, it’s important to note that your email server address:

  • Must support SMTP for outgoing mail
  • Might require authorisation — a username and password
  • Might use an SSL or TLS, which adds security to your emails


To set up email statements:

Tip: This process should be followed on all workstations that require Email functionality. If your pharmacy is also going to set up Automatic Emailing of Customer Statements, please ensure this process is run on the workstation that runs Automation Manager (usually Station 6, the back office workstation).

1. From the Minfos Launch Pad, click the Special menu and select Utilities.

The Utilities module is displayed.

2. Click either the Shop Configuration icon, or click the Config menu and select 1. Shop Configuration.

The Shop Configuration window is displayed.

3. Click the Email Configuration tab.

The Email Configuration window is displayed.4. In the Email Server Settings group box, enter your pharmacy’s email configuration:

a. Check the Email Enabled checkbox.

b. In the Outgoing Mail Server text box, enter the mail server address for the email account that your pharmacy will use for emailing from Minfos. Minfos support cannot provide you with your pharmacy's Outgoing Mail Server. If you don't know this address, please contact your hardware vendor or internet service provider (ISP).

c. In the Email Server port text box, “25” is shown, by default. This is the common port number for the email transfer used, SMTP, and if no SSL encryption is used. Change this value if advised by your hardware vendor or ISP. Minfos support cannot provide you with your pharmacy's Port number.

d. Click the Server Security Settings drop down box and select one of the following options:

  1. None
  2. SSL on connect
  3. Auto
  4. STARTTLS
  5. STARTTLS when available
Note: If you were configured to use SSL previously this will select SSL on connect by default.

e. If your outgoing mail server requires authorisation, then:

  • In the Username text box, enter the username or email address used to authenticate your email server. In some cases, the username is your email address that uses the mail server.
  • In the Password text box, enter the password used to authenticate your email server. In some cases, this is the password you set for your email address that uses the mail server.

f. In the Store email address text box, enter the email address for your pharmacy's email account. This is the email address that customers can reply to, and the email address that uses the Outgoing Mail Server address and settings that you’ve entered in this window.

5. If you are going to email reports out of Minfos regularly you can set up a default Email Template Subject Line or leave this blank to enter a Subject Line each time you send a report.

6. You can also set up a default Email body when emailing reports out of Minfos, this can be left blank.

7. If you would like to include an Email Footer, enter the required information or leave blank.

8. Click OK to save the settings.

Your pharmacy is now set up to email from Minfos.

10. Refer to Set up customers to receive email statements and refer to Customer Statement Configuration or Manually Email Customer Account Statements to learn more about emailing Account Statements.


Further information for Hardware technicians

There are extended configuration options to support Office 365 & Gmail email options. Please refer to your hardware technician for setup or trouble shooting if you have been experiencing issues with your email, and provide them with this information.

Gmail

If using port 465 or port 587, an app password can be generated and used with your account email as credentials. 2 Factor Authentication must be enabled for this to be available. See here for steps on how to generate an app password.

Alternatively, you may configure your Gmail account to allow access by less secure apps. This option is only available if you do not have 2 Factor Authentication enabled. Once enabled, the email account password can be used in the credentials. More information here.

Note: This is less secure than using 2 Factor Authentication or an app password.

Office365 (Outlook)

Port 465 does not appear to be supported.

If using port 587, an app password can be generated and used with your account email as credentials. 2 Factor Authentication must be enabled for this to be available. See here for steps on how to generate an app password.