V9 - Alerts

For a visual demonstration of how to work with alerts, see the V9 Alerts video tutorial.

SOS Inventory allows users to set up alerts to receive notifications for due dates, low inventory, lot expiration dates, and more.  

To add an automated alert, go to the Alerts list (Tools & settings > Configuration > Lists > Alerts), then select the +Add button. This opens the Alert pop-up window, as shown in the screenshot below. Complete the appropriate fields for the type of alert you want to create, then save.

Alerts must be configured before they begin to work. When adding or editing an alert, the type of alert you are creating changes the options to be entered. The data fields are listed in the subsections below. The fields will vary, depending on the Alert type.

Common alert fields

• Name.  Name that you will use to remember this alert.
   

• Enabled. Alerts are enabled (active) by default. Uncheck the box to disable an alert.
   

• Repeat alert. Specifies whether (and if so, how often) you want to be notified if the alert condition still persists. Options include Always, Daily, or Never.

  • If set to Always, the user will be notified according to the selected Interval frequency (Hourly, Daily, or Weekly). 

  • Daily will send one alert each day until the condition goes away. 

  • If Never is selected, you will receive only the initial alert.
     

• Interval. Specifies how often you want the system to check to see if the alert has been triggered. Options include Hourly, Daily, or Weekly.
   

• Alert method.  Allows you to select how the alert will be sent in the Notifications system. Currently, they are Notify a user, Send an email, or Send a text.

  • If Notify a user is chosen, select who will receive the alert from the User dropdown menu. 

  • For Send an email, enter the user's address in the Email field. Multiple email addresses may be entered if separated by a comma and space.

  • If Send a text is chosen, choose the provider's name from the Mobile carrier dropdown and enter the user's mobile in the Number field.
     

• Alert type.  SOS Inventory supports the following types of alerts:

  • Bill due. Indicates that a bill to a vendor is coming due soon.
    • Days before due date. Can be a number from -30 to 30.
       
  • Custom field. Indicates that a custom field has met certain defined conditions.

    • Field. The name of the custom field.

    • Alert on. The object the custom field is on (transaction, customer, vendor, item, etc).

    • Comparison value. Any value to be compared against, based on the type of custom field.
       

  • Invoice past due. Indicates that a customer invoice is past due.
    • Days before due date. Can be a number from -30 to 30.
       
  • Lot expiration. Shows all conditions of an expiring lot.

    • Location. The location where the lot is to be tracked.

    • Category. Indicates the lots under a certain category.

    • Item name contains. Specifies the alert to be activated for multiple lots with similar item names.

    • Days prior to expiration.  Can be a number from -30 to 30.
       

  • Low inventory. Indicates that one or more items are below the reorder point and need to be restocked.

    • Location. The location where the item is to be tracked.

    • Category. Indicates the items under a certain category.

    • Calculation. The count used for the calculation (Available for sale or In Stock).

    • Item name contains. Specifies the alert to be activated for items with similar item names.
       

  • Sales order due. Indicates that a sales order to a customer is coming due soon.
    • Days before due date. Can be a number from -30 to 30.
        
  • Sales receipt due. Indicates that a sales receipt to a customer is coming due soon.
    • Days before due date. Can be a number from -30 to 30.
        
  • Task due. Indicates that a task is coming due soon.
    • Days before due date. Can be a number from -30 to 30.
       

If you would like to suggest additional alerts, please email the Support team.