Automated Reporting - Automatically send sales report to your vendors

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

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).
Choose a sending period/schedule
Click on Create button for PuppetVendors to start sending reports automatically.





For easy reference, please watch this video:

Updated on: 30/05/2025