To set up your Gmail account to send emails from OrderTrac, go to File > Preferences and on the Reports tab, enter the following fields:
From Email (1): Your email address you want to send emails from
Reply to Email (2): If you want replies to come to a different email, enter that email address here
Password (3): Enter the password to you From email address
SMTP (4): smtp.gmail.com
Port (5): 587
Encryption (6): SSL
Test the settings
To test the settings, enter an email in the To Email (7) box in the Daily Reports section. Then, click the Send Email Report (8) button. If all settings are entered correctly, you will get an “Email Successfully Sent” message. If there was an error, make sure you entered your email and password correct, as well as all the other settings. If you still get a failure message, follow the steps in the next section.
Update Security Settings
Sometimes, google will block apps like OrderTrac to send emails on your behalf. In order to tell Gmail to allow this, follow these steps:
- Log in to your Gmail account, and click your account image on the top right of the page, then click Manage your Google Account
2. Next, click Security from the main menu on the left, then click Turn on access under the Lass secure app access section
3. Finally, click the toggle button to turn on access to less secure apps
Now, return to OrderTrac preferences and try sending an email again. This time, it should go through and say Email Sent Successfully!