How to mail configure in erpnext

In ERPNext, mailing configuration refers to the setup of email settings, email templates, and email notifications for various activities and events within the system. Here's a step-by-step guide on how to configure mailing in ERPNext:

Step 1: Set up Email Settings

1. Go to Setup > Email > Email Settings
2. Fill in the required information:
   • Email Server: Enter your email server's hostname or IP address.
   • Email Port: Enter the port number used by your email server (e.g., 25, 587, or 993).
   • Email Username: Enter your email username.
   • Email Password: Enter your email password.
   • Email From: Enter the email address that will be used as the sender's email address.
3. Click Save

Step 2: Set up Email Templates

1. Go to Setup > Email > Email Templates
2. Click New Email Template
3. Fill in the required information:
   • Template Name: Enter a name for the email template.
   • Subject: Enter the subject line for the email.
   • Body: Enter the email body content using the available placeholders (e.g., {doctype}, {docname}, {user}).
4. Click Save

Step 3: Configure Email Notifications

1. Go to Setup > Notifications > Email Notifications
2. Click New Email Notification
3. Fill in the required information:
   • Notification Name: Enter a name for the email notification.
   • Trigger: Select the trigger event (e.g., on document creation, on document update, on document deletion).
   • Template: Select the email template created in Step 2.
   • Recipients: Enter the email addresses of the recipients (e.g., the document creator, the document owner, or a specific user).
4. Click Save

Step 4: Test Email Configuration

1. Go to Setup > Email > Test Email
2. Fill in the required information:
   • From Email: Enter the email address that will be used as the sender's email address.
   • To Email: Enter the email address that will receive the test email.
   • Subject: Enter the subject line for the test email.
   • Body: Enter the email body content using the available placeholders.
3. Click Send Test Email

If everything is configured correctly, you should receive a test email at the specified email address.

Additional Tips

• Make sure to configure your email server settings correctly to ensure that emails are sent successfully.
• You can customize email templates and notifications to fit your specific needs.
• You can also use placeholders in email templates and notifications to dynamically insert data from the system.
• ERPNext provides a range of email notification triggers, including on document creation, on document update, on document deletion, and more.

By following these steps, you should be able to configure mailing in ERPNext and set up email notifications for various activities and events within the system.