5.13. Email System Setup Instructions
To set up the Star Bill of Lading System to send bills via email you must perform the following setup first.
From the Main screen, click on the Menu - Setup, then Displayed Options/Fields.
This will display the different setup options available. Be sure to put a check mark in the box that states - Display Email BOL Button. Then close this screen.
From the Main screen, click on the Menu - Setup, then Email System Setup. This will display the Email Configuration Setup screen.
You need to fill in the fields displayed on the screen with your information. Here are the fields.
From Name: - This is your name or Company name as it will be listed in the email.
From Email Address: This is your email address, or Company email address.
Email Reply-To Email Address: This is the email address you want recipients to reply to if they wish to do so.
Email Account User Name: This is the email account User Name. This you should have received from your ISP.
Account Password: This is the password associated with your User Name assigned to you by your ISP.
SMTP Address: This is your SMTP server address from your ISP - such as mail.yourdomain.com. This is also assigned from your ISP.
Port: This is the Port to use to send emails from your ISP - such as 25. This is also assigned from your ISP..
Email Tracking Subject: This field will be used as the Subject field of the email that is to be sent to the Consignee.
Email Tracking Message Part 1: This memo field will be used as the first part of the email message that is to be sent to the Consignee. You can use this field in combination with the other options to create a customized email message to be sent.
Email Tracking Message Part 2: This memo field will be used as the second part of the email message that is to be sent to the Consignee. We broke this up into two parts to allow you to further customize the email message. This will be included in the email message after the Customer Order Number and Email Tracking link of the shipment if used.
Show Customer Order #: This will include the Customer Order Number on the email being sent to the Consignee if chosen. Now, you may have changed the actual naming of this field in the setup, such as PO#, or something that you preferred, but it will include this value in the email message body if selected.
Show Web Tracking: If selected, this will include the Web Tracking address in the email to to be sent to the Consignee if chosen. This will be created using the Email Tracking Link Setup that is assigned to the Carrier selected to make the Shipment. If the selected Carrier does not have a web site to track the shipment with, it will not be displayed in the email sent to the Consignee. See the Carrier Setup screen to see how this is generated.
After filling out this information, this will unlock the system to allow you to send the bills via email. The emails are sent after you click the Print button to print. Then you can modify the System Setup Options to display the email button.
When you want to send the bill via email, just click print for the BOL, then press the Email button. You will be prompted for the email address to send it to. That is about all there is to it.
If your ISP does not allow you to send out emails directly from programs outside of email programs then you can use the following option:
We have added another email option that will allow you to send the emails via a MAPI enabled email client such as Outlook Express. To use this option, setup the email system as described above, then click on the Setup menu, then Displayed/Options Fields. This will display the different options available in the system. Click on the third tab - Systems Settings. There is an option that states - Use MAPI email instead of BOL system default? Just check this option and the program will call your default email program to send email instead of this systems default one.
Then, to email a bill, just select the bill just as you would print it, click on the Print button, a screen will display to select the print options. There will be a Email BOL button displayed that you would click on to activate the email feature.
If you are using the system default, then it will ask for the email address to send it to. If you are using the MAPI email feature, it will call your email program, attach the BOL to the email and you would then enter the email address, just as you would any other emails.