Email alerts will automatically be sent to the different employees when certain actions are made. The user chooses which employees receive emails for which actions.
Email alerts can be chosen to be configured when the transfer of items is initiated and completed, for maximum /minimum cash drawer amount changes, for item inventory thresholds changes (the minimum/maximum quantity of an item), when a PLU list is configured, when a new product has been added on to the inventory of the Console or the POS, when a POS unit has been exported or imported from the server, when payment gateway settings have been modified, or when employees have logged in or have forced log in with a supervisor name and password, etc.
The user selects these options and the recipients to which the alerts are to be sent. The recipients' email addresses are fed into the form and saved. Email alerts can be sent to anyone with an email address. If the checkboxes are clicked on the emails will also hit the assigned roles provided they have email addresses listed in the mail settings.
Details
Employee not clocked out: When an employee has not clocked out by 4 am, an alert is sent.
Employee forced clock in/out: When an employee has a forced clock in or clock out with times/dates changed, an alert is sent.
Payment
Cash Drawer Maximum Amount Reached - When the cash drawer amount goes above the amount specified, an alert is sent.
Cash Drawer Minimum Amount Reached - When the cash drawer amount goes below the amount specified, an alert is sent.
Payment gateway settings modification - When the payment gateway settings are changed, an alert is sent.
Labor Variance - Comparative totals for actual hours worked versus projected hours and incorporating sales comparative data to the specified percentage, an alert is sent.
Bank Open/Close Exceeds Maximum - When the bank is opened or closed more than the maximum amount specified in the configuration, an alert is sent.
Inventory
Item Inventory Thresholds - When the item quantity goes below the threshold specified or above the threshold specified, an alert is sent. Limitation: Alert can only be sent to "Other Recipients"
Master item price modified - When the price of an item is modified, an alert is sent.
Item created on Console - When a new item is added to the system in Console, the alert is sent.
Item created on POS - When a new item is added to the system in POS, the alert is sent.
Master Item Created in PO Process - When a new item is added while creating a PO, the alert is sent.
Inventory Balance below 0 - An email is sent, containing item(s) that have a negative quantity.
Purchase Orders
Purchase Order Send for Approval - When a PO is sent for approval, an alert is sent.
Purchase Order Approved - When a PO is approved, an alert is sent.
Purchase Order Cancelled - When a PO is cancelled, an alert is sent. Limitation: The alert is only generated when the user cancels the PO after approval and the alert is not generated if the PO cancellation is canceled from the PO look ups.
Purchase Order Send - When a PO is sent, an alert is sent.
Email copy of sent Purchase Order - When a purchase order is sent, the PDF copy of the PO is sent to the assigned email addresses.
Merchandise Receiving
Merchandise Received - When merchandise is received, an alert is sent.
Merchandise Receiving price modification - When a modification has been made to the price (from the price on the purchase order) on a merchandise receiving an alert is sent.
Merchandise Receiving quantity modification - When a modification has been made to the quantity (from the quantity on the purchase order) on a merchandise receiving an alert is sent.
Store Order
Store Order Created - When a Store order is created, an alert is sent.
Inventory Transfer
Inventory Transfer Initiated - When an inventory transfer has been initiated, an alert is sent.
Inventory Transfer committed - When an inventory transfer has been committed, an alert is sent.
Others
Register Downloaded - An alert is sent when a register is downloaded. Limitation: Alert can only be sent to "Other Recipients"
CEO - Customer reaches VIP status - When a customer first attains the VIP category through static list or frequency, an alert is sent. ( Limitation: email is only generated when a customer is in a static group)
Suspend Transactions on POS - An alert is sent when a transaction is suspended or resumed on the POS.
License Expiry Alerts - An alert is sent when the license is about to expire. (2 Days before & 1 Day before)
Articles in this section
- Item Import Field Descriptions
- Overview
- Merchant Onboarding
- Navigation Bar
- Reports
- Items
- Settings
- Dashboard Overview
- Company
- Register
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