Setting Up Email

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Sage 300 classic screens and Sage 300cloud web screens both support using SMTP (Simple Mail Transfer Protocol) to send documents via email. You can set up your own SMTP server, or you can use an SMTP service such as SendGrid.

If you prefer, you can set up Sage 300 classic screens to send email using Microsoft Outlook. However, Sage 300cloud web screens can send email only via SMTP.

For both Sage 300 classic screens and Sage 300cloud web screens, you use the Email tab on the Company Profile screen to enter default email settings that are used when you print documents to email.

To set up email for Sage 300 classic screens:

  1. In the Sage 300 classic desktop, open Common Services > Company Profile.
  2. On the Email tab, under Settings, enter settings for your email server. More...

    • Use SMTP. Select this option to use an SMTP email service, or clear it to use Microsoft Outlook.

      Important! If you use the Multiple Contacts (M/T) program, to send email using SMTP you must customize a Sage 300 program file (A4W.INI). For more information, see Knowledgebase article 101708.

    • Server Name. Enter the server name for your email server, using the format smtp.server name.
    • Server Port. The default value is 587, but you can change it. Consult the documentation for your SMTP server or service.

      Notes:
      • Some SMTP services (including SendGrid) recommend using Port 587 to avoid potential rate limiting or blocking.
      • SSL is required if you use Port 465.
    • Use SSL. The default value is Yes, but you can change it.

      Important! This setting affects data encryption and authentication. Consult your IT professional or SMTP server documentation to determine which setting to use.

    • From Email Address. Enter the email address to be used when sending email.

      Note: Depending on the SMTP server you use, this address may need to match the one you enter in the Username field, or may not work unless you set up an email alias. Consult your SMTP server documentation for details about sending email.

    • Send Copies To. To receive copies of emails that you send to customers or vendors, enter one or more email addresses where copies should be sent.

      If you enter multiple email addresses, separate them with a semicolon. For example: [email protected];[email protected].

      Note: This field works like Bcc (blind carbon copy). Email recipients are not alerted that you have sent a copy to yourself.

    • Username. Enter the username for the SMTP server to be used when sending email.
    • Password. Enter the password for the email account to be used when sending email.
  3. Under Send Test Email, specify a test email address and send a test email. More...

    1. To. Enter the email address of the recipient for the test email.
    2. Send a Test Email. Click to send a test email using the settings specified on the Email tab.
  4. If the email message does not arrive in the email inbox of the recipient you specified:

    • Check the junk email or spam folder for the email account.
    • Check the settings you entered, make any needed changes, and send another test email.
  5. Click OK to save your settings.

To set up email for Sage 300cloud web screens:

  1. In Sage 300cloud web screens, open More > Common Services > Company Profile.
  2. On the Email tab, under Settings, enter settings for your SMTP server. More...

    • Server Name. Enter the server name for your email server, using the format smtp.server name.
    • Server Port. The default value is 587, but you can change it. Consult the documentation for your SMTP server or service.

      Notes:
      • Some SMTP services (including SendGrid) recommend using Port 587 to avoid potential rate limiting or blocking.
      • SSL is required if you use Port 465.
    • Use SSL. The default value is Yes, but you can change it.

      Important! This setting affects data encryption and authentication. Consult your IT professional or SMTP server documentation to determine which setting to use.

    • From Email Address. Enter the email address to be used when sending email.

      Note: Depending on the SMTP server you use, this address may need to match the one you enter in the Username field, or may not work unless you set up an email alias. Consult your SMTP server documentation for details about sending email.

    • Send Copies To. To receive copies of emails that you send to customers or vendors, enter one or more email addresses where copies should be sent.

      If you enter multiple email addresses, separate them with a semicolon. For example: [email protected];[email protected].

      Note: This field works like Bcc (blind carbon copy). Email recipients are not alerted that you have sent a copy to yourself.

    • Username. Enter the username for the SMTP server to be used when sending email.
    • Password. Enter the password for the email account to be used when sending email.
  3. Under Send Test Email , specify a test email address and send a test email. More...

    1. To. Enter the email address of the recipient for the test email.
    2. Send a Test Email. Click to send a test email using the settings specified on the Email tab.
  4. If the email message does not arrive in the email inbox of the recipient you specified:

    • Check the junk email or spam folder for the email account.
    • Check the settings you entered, make any needed changes, and send another test email.
  5. Click OK to save your settings.