Activate Automated Reporting - Automatically send sales report to your vendors

This article demonstrates how you can send sales reports to your vendors automatically.

Requirements

Requires a vendor to have at least one user login account associated with it (Guide: How to create a user login)


How to activate automated reporting for a vendor

Go to Settings
Then go to Automated Reports
Select a Vendor (Only vendors with at least one associated email attached can be selected) and choose a sending period.
Click on 'Create' button for PuppetVendors to start sending reports automatically.

Updated on: 01/12/2023