Sample Alerts

It’s easy to set up alerts based on your unique business needs. Below you’ll find examples of alerts used by businesses like yours.

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Accounting

• Amount Over 120 Days is Greater Than $10,000
• Current Balance + Open Orders are > Credit Limit
• No Activity Within 30 Days
• With More Than 3 Finance Charges Next Periods

Accounts Payable

• Open Invoices; Due In Less Than 7 Days
• Open Invoices; Due Today
• Open Invoices; Overdue for Payment
• Open Invoices; On Payment Hold

Accounts Receivable

• Total Open Invoice Balance Due Within the Next 60 Days
• Total Open Invoice Balance Due Per Customer
• Open Invoices Due In Less Than 14 Days
• Open Invoices Overdue for Payment
• Open Invoices Whose Commission Amount > $2,000
• Open Invoices Whose Cost of Sales > Sales Amount
• Overdue Open Invoices Whose UnPaid Balance > $2,500

Inventory Management

• Alert suppliers to minimum or out of stock conditions
• Receive notification when items quantities go negative
• Be alerted to incoming backordered item
• Alert suppliers to minimum or out of stock conditions
• Receive notification when quantity on hand go negative
• Be alerted to incoming back ordered items

Management

• Report daily order bookings
• Receive daily production statistics
• Be advised when labour shortages occur
• Be alerted to order changes and cancellations
• Be alerted to production delay
• Daily status report - Orders Booked, Production, Shipping Value, Late Shipments, Over Due POs etc.

Production

• Receive notification of order changes and cancellations
• Receive alerts of material shortages
• Be notified of labour/shift shortages
• Be alerted to approaching order due dates
• Be advised of new or changed bill of materials or routing instructions
• Track quality issues from the point of origin (customer complaint or warranty claim) to their initial source, so the root cause can be identified and resolved
• Receive notification of change orders
• Be alerted to late orders
• Be alerted to Work Orders requiring Engineering Approval

Purchasing

• Receive notification of daily product arrivals
• Be alerted to product returns
• Receive notification of past due items
• Send a daily email on any Purchase Orders larger than $10,000
• Receive notification of arrival of late or back ordered items
• Receive notification of past due items

Receiving

• Receive daily notification of expected receipts
• Automatically inform others when backordered items have arrived
• Be notified of purchase order changes and cancellations
• Automatically inform others when back ordered items have arrived
• Be notified of purchase order changes and cancellations

Sales and Customer Service

• Automatic confirmations to customers as orders are placed
• Receive notification when customer is on/off credit hold
• Inform area reps of customer order bookings
• Be alerted to incoming backorder items
• Alert customers to product despatches
• Advise customers of price changes
• Be advised of customer returns and credits
• Send automatic order confirmations to customers
• Receive notification when customer is placed on or off credit hold
• Inform sales reps of new orders
• Send monthly Sales Rep report with open quotes, new orders, actual vs. plan and commissions earned
• Notify the sales manager if any new order is entered that has less than 20% gross margin

Shipping

• Be alerted to incoming backordered items
• Receive notification of order changes and cancellations
• Be notified when customer credit is on or off stop
• Alert customer to shipment with tracking information
• Automatically alert customer to shipment with tracking information
• Be alerted to arrival of back ordered items