Settings & Configuration
Last update:
07/21/2026
Completed
In this topic
General Settings Overview
- Accessing General Settings
- Configuring Outgoing Email (SMTP)
- Access Groups, Record Rules & Security
- Language Management & Translations
- Automated Actions
- Developer Mode & Technical Menu
- Configuring Incoming Email (IMAP/POP)
- Scheduled Actions (Cron Jobs)
- Bundling Permissions Into Reusable Roles
- Email Templates
- System Parameters & Sequences
Email Configuration
Security & Access Control
Translations & Localisation
Technical Tools
Configuring Outgoing Email (SMTP)
Outgoing Mail Server Configuration
Quickenerp needs an outgoing (SMTP) mail server to send emails – quotations, invoices, delivery orders, notifications, password resets, and marketing campaigns. Without a correctly configured SMTP server, no emails will be sent.
Navigation
Go to Settings > General Settings – scroll to the "Discuss" section – click Outgoing Mail Server link. Or navigate directly to Settings > Technical > Outgoing Mail Servers (requires developer mode).
Creating an Outgoing Mail Server
- Click Create.
- Description – A label to identify this server (e.g. "Gmail SMTP – Sales").
- SMTP Server – The server hostname (e.g.
smtp.gmail.comfor Gmail). - SMTP Port – Common ports: 25 (plain), 465 (SSL), 587 (TLS). Most modern providers use 587 with TLS.
- Connection Security:
- SSL/TLS – Encrypted connection from the start (port 465).
- STARTTLS – Upgrades an unencrypted connection to encrypted (port 587). Most common.
- None – Unencrypted. Not recommended.
sales@company.com).App Passwords for Gmail / Google Workspace
Google requires App Passwords if you have 2FA enabled on your Google account:
- Go to your Google Account – Security – 2-Step Verification – App Passwords.
- Select "Mail" as the app and "Other" as the device (name it "Quickenerp").
- Google generates a 16-character password. Copy it.
- Paste this password into Quickenerp's SMTP password field.
Microsoft 365 / Outlook SMTP
- Server:
smtp.office365.comorsmtp-mail.outlook.com - Port: 587, Security: STARTTLS
- Username: Your full email address.
- Password: Your account password or an app password if 2FA is enabled.
- Note: Microsoft may block SMTP authentication for some accounts. Enable SMTP authentication in your Microsoft 365 admin centre.
Multiple SMTP Servers
You can configure multiple outgoing servers. Quickenerp uses them based on:
- Priority – The server with the lowest priority number is tried first. If it fails, the next priority is used (fallback).
- Company – If multi-company is enabled, each company can have its own SMTP server for proper domain alignment (SPF/DKIM).
- Email Template Override – Specific email templates can specify which SMTP server to use.
DMARC, SPF & DKIM Setup
To ensure emails land in inboxes (not spam), configure your domain's DNS records:
- SPF – Add a TXT record that includes your SMTP provider:
v=spf1 include:_spf.google.com ~all(for Gmail). - DKIM – Sign emails with a digital signature. Your SMTP provider gives you a DKIM key to add as a TXT record.
- DMARC – Policy for how receivers handle emails that fail SPF/DKIM:
v=DMARC1; p=quarantine; rua=mailto:dmarc@yourdomain.com.
Troubleshooting Email Sending
| Problem | Likely Cause | Solution |
|---|---|---|
| Test fails with "Connection refused" | Wrong server hostname or port blocked by firewall. | Verify hostname and port. Try port 587 or 465. Check if your network blocks outbound SMTP. |
| Test fails with "Authentication failed" | Wrong username/password or 2FA blocking. | Use App Password if 2FA is enabled. Verify username is the full email address. |
| Emails sent but landing in spam | Missing SPF/DKIM/DMARC DNS records. | Add appropriate DNS records for your sending domain. Verify with a tool like MXToolbox. |
| Emails not sent at all (no error) | Cron job not processing outgoing mail queue. | Check Scheduled Actions – "Mail: Email Queue Manager" is active. |
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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.