E-mail

Purpose

Use the E-mail page to configure outgoing e-mail for the client in Resico ERP. This page controls whether e-mail sending is enabled, which delivery provider is used, the sender details, provider-specific credentials, and the default order mail template.

Roles involved

• System administrator
• IT / infrastructure administrator
• Finance or sales operations manager

Preconditions

• You need permission to edit Client profile.
• The client must already have a working sender mailbox or API-based mail provider account.
• You should know which mail service will be used before configuring this page.

Navigation path

Client profile → E-mail

Step-by-step procedure

1. Open Client profile → E-mail.
2. Enable the function using Enable mail.
3. Enter the sender details:
   • From name
   • From address
4. Select the Mail type. The page provides these options:
   • SMTP
   • Sendgrid
   • Mailgun
   • SparkPost
   • Mailchimp transactional
5. If SMTP is selected, complete:
   • SMTP host
   • SMTP port
   • Mail encryption (TLS or SSL)
   • SMTP username
   • SMTP password
6. If Sendgrid is selected, enter:
   • Sendgrid API key
7. If Mailgun is selected, enter:
   • Mailgun domain
   • Mailgun secret
8. If SparkPost is selected, enter:
   • SparkPost secret
9. If Mailchimp transactional is selected, enter:
   • Mailchimp secret
10. The page structure also includes a hidden Gmail provider section in code with these fields:
    • Gmail project ID
    • Gmail client ID
    • Gmail client secret
    This option is not shown in the visible mail type list on the screen and should therefore be treated as inactive unless confirmed otherwise.
11. In the Mail templates section, maintain the default order mail template:
    • Subject
    • Text
12. Click Save to apply the setup.
13. If the user has permission to send tests, click Test to test the e-mail configuration.
14. Use Cancel to leave the page without saving.

Required fields

• Enable mail must be enabled when the client uses outgoing e-mail.
• From name
• From address
• Mail type
• The credentials required for the selected provider
• Subject and Text in the order mail template if the client uses the default template from this page

Validation rules

• From name and From address are mandatory fields.
• Mail type must be selected from the available provider list.
• For each provider, only the corresponding provider-specific fields are relevant.
• SMTP port should be numeric.
• Mail encryption must be selected from the values available on the page when SMTP is used.
• The default order template requires a subject and message text if it will be used as the standard outgoing template.

Exceptions

• The visible provider list does not currently show Gmail, even though Gmail-related fields exist in code.
• The Test button appears only when the user has the required permission.
• The page stores one order mail template block; additional document-specific mail templates are not shown on this screen.

Common errors

• The wrong mail provider is selected, so the entered credentials do not match the active integration.
• Incorrect sender address or credentials prevent outgoing messages from being sent.
• SMTP settings are incomplete, for example missing host, username or password.
• Users save the configuration but do not run a test, so delivery problems are discovered only later.
• The order template subject or text is left empty, producing incomplete outgoing messages.

Troubleshooting

• If outgoing mail does not work, first verify the selected Mail type and confirm that the matching credentials were entered.
• If SMTP is used, review the host, port, encryption, username and password together.
• If provider API mail is used, check the API key / secret values carefully for typing errors.
• Use the Test function when available after every configuration change.
• If the message content is incorrect, review the Mail templates section and test with a sample order message.

Questions / Gaps

• The page contains Gmail-related fields in code, but Gmail is not shown as an active provider option in the visible mail type selector. This should be confirmed before documenting Gmail as a supported end-user option.
• The exact delivery logging and retry behavior is not visible on this page and should be confirmed in the production setup.
• It should also be confirmed whether the order mail template on this page is used for all order-related outgoing messages or only for one specific order flow.