Admin

This screen should be accessible only to administrators, and most of the time you should let your solution consultant manage these settings for you.  From the Settings > Employee screen, turn off "Admin" to hide this link from users that do not need to see it.

Alerts settings
From the Settings > Admin screen, filter by "Alerts":  Use these settings to send documents to various entities when a specific event occurs. 

Send shipment alert
• When an invoice is closed, send notification email to selected employees by setting email addresses in the Rich Text box for Setting Number 12 “Send shipment alert” in setting Type “Alerts” (visit Settings > Admin screen). Please also Activate setting 12.
• Send notification emails to selected Customers by activating “Send shipment alert” on from Settings > Company screen.

Send sale alert
• When an invoice is closed, send notification email to selected employees by setting email addresses in the Rich Text box for activated Setting Number 14 “Send shipment alert” in setting Type “Alerts” (visit Settings > Admin screen).
• Send notification emails to selected Customers by making “Send invoice alert” on from Settings > Admin screen.


Inventory re-order alerts
• From the Parts screen, set the “Re-order alert” value, eg: if you enter 500, then you will be alerted when the balance goes below 500. On the
• From the Edit Part Category screen (accessed from Settings > Parts, select edit Part Category), enter the email of recipients of alerts for each category.
• Alternatively you can send alerts for low balance, based on the Warehouse, go to Settings > Admin > Site & warehouse > you can either or / or both “Select employee for on screen alerts” , and or enter email addresses separated with a comma in “Emails for low inventory alerts”


Order alerts
• Settings > Admin > Setting ID 471: Activate to email alerts when a new order is added. Put recipients email addresses separated with a comma into the Rich Text box.
• Settings > Admin > Setting ID 64: Activate to receive updates when an order is: (Put recipients email addresses separated with a comma into the Rich Text box):
o Modified (units changed)
o Deleted (order item removed)
o Completely deleted (entire order deleted)
o Cancelled: order cancelled, but not deleted from the system.


Delivery document for Supplier/farm
• Settings > Admin > Setting ID 113: Activate to send a copy of the Delivery document to suppliers (uses Company Email, multiple emails separated with a comma)


Send documents during dispatch process
Use this as an alternative to sending Shipment and Sale alerts to customers. From Settings > Admin > More Options > My Reports > select “Select Company/Customers” next to the document you want sent to the customer when a shipment is sent (turn on the “Select” switch for BOL or Invoice for the selected customer/s). This will be done automatically when users close an order using “OK” button on Dispatch Details screen – turn this on only when you are finished testing, or test your system only with a test company that has your email address in its Company. Email field. The documents are sent when user finalizes and order on Inventory screen by clicking OK to FINISH the sale.


Need more help?

Create a support ticket.  Make sure you describe which screen you are using, what the problem is, and what you expect to happen.  

Use examples such as Inventory number, Invoice number, Customer name etc.  

Create a support ticket