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Alerts

 Alerts allow an automatic pop up to occur when selecting a specific customer, supplier, stock item and other sections within the system.

When creating the alert it will be in an active state

If you want to remove the alert, make the alert inactive or Cancel the alert

 

Source Types are

1.General Ledger

2.Customers / Debtors

3.Suppliers / Creditors

4.Inventory

5.Job Costing

6.TrackIT

7.CRM / Webatar

 

 

 Setting up the alert

 

The alert can be setup for various documents below the source type

For Customers

1.All customer types

2.Customer setups

3.Customer Transactions

4.Quotation

5.Sales Order

6.Invoice

7.Credit Note

8.Allocations

 

The alerts can be for all users or a specific user