Sharing by WhatsApp and e-mail, and export settings
You will be able to: Send a document by WhatsApp or e-mail; Configure e-mail sending and the Share Queue; Control the look of exported CSV, Excel and PDF files.
- Read not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
Printing and exporting work offline. Sending a document to someone else needs the internet: WhatsApp and e-mail wait if it is down.
Sending a document
- WhatsApp PDF: on a submitted document choose More ▾ ▸ WhatsApp PDF. The customer or supplier needs a phone number on the record. Zeyto saves a PDF on the Zeyto computer and opens WhatsApp with a message for that number. WhatsApp does not attach the file, so you attach it yourself.
- Print page ▸ Share: WhatsApp, e-mail, or the share list of your device when it has one.
- Email PDF: on reports. It hands the PDF to your mail app or downloads it. The same button exists on the Party Statement report as WhatsApp PDF.
The PDF is made from the default template of that document type. If there is none, Zeyto sends a plain version with the main figures.
Settings ▸ Sharing
Sharing sends the Daily Business Summary, a one-page PDF with the day's POS sales, VAT and cash count. When a manager runs Day Close, Zeyto adds a message to the Share Queue for each e-mail address and WhatsApp number you list. Nothing leaves on its own.
- Tick Enabled under Daily Business Summary and type the Email Recipients and WhatsApp Recipients (with country codes). Separate with commas or semicolons.
- Under SMTP tick SMTP Enabled and enter the Host, Port (starts at 587), From Email, Username and Password. Keep SSL ticked unless the provider says otherwise.
- Run Day Close on the POS. Open Sharing and use the Share Queue: press Send on an e-mail row, or Open then Done on a WhatsApp row.
| Share Queue field | Values |
|---|---|
| Status | QUEUED, SENT, FAILED or CANCELLED |
| Channel | EMAIL, WA DESKTOP (you send it by hand) or WA API |
| Event | DBS_DAILY is the Daily Business Summary; DOC_WHATSAPP is a WhatsApp PDF started from a document |
| Error | Why a message failed, such as SMTP not enabled or the mail server refused it |
The mail password is kept on this computer only, protected by Windows, and never shown again. A failed message stays in the list until you fix the cause and press Send again.
Settings ▸ Export & Print
Every Export menu in Zeyto reads these settings. They decide how an exported sheet looks and never change a figure. Invoices, vouchers and labels printed with their own Print button are laid out by their templates, not by this screen.
- Header lines: Company logo, Company name, TRN, Address, Report title, Filters line and Generated at, plus a Custom header text of up to 200 characters.
- Footer: Page numbers, Printed by, Timestamp and Custom footer text.
- Page: A4, Letter or Legal, Portrait or Landscape, and four margins from 0 to 50 mm (starting values 12, 10, 12 and 10).
- Excel: header block, frozen header row, auto-filter and Sheet name pattern (at most 31 characters).
- CSV: Delimiter (comma, semicolon, tab or pipe) and the UTF-8 byte-order mark.
Try it in the demo
- Open a submitted document in the demo and look at More ▾ for WhatsApp PDF and Print Labels where available.
- Open Settings ▸ Sharing and read the Daily Business Summary, SMTP and Share Queue sections.
- Open Settings ▸ Export & Print and watch the Live preview change as you tick the header lines (do not save on shared demo data).
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- Printing and exporting work offline; WhatsApp and e-mail need the internet.
- WhatsApp PDF opens WhatsApp but you attach the file yourself.
- Sharing queues the Daily Business Summary when Day Close runs; nothing is sent without a click.
- Export & Print controls headers, footers, paper, Excel and CSV format, never the figures.
Check yourself
5 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.