Customer alerts

Find this screen

Open: Customers > Create & Amend Accounts > Create Customer

Open: Customers > Create & Amend Accounts > Amend Customer Details

• Use the Alerts tab to set up alert messages for the customer account.

How to

Add an alert

Open: Customers > Create & Amend Accounts > Amend Customer Details

1. Select the customer account.

2. Move to the Alerts tab.

3. Click Add.

4. Enter the message to display for this alert.

5. Select the activities when the alert should be displayed:

   • Enter/Amend invoice (Invoicing): Entering or amending invoices using the Invoicing module.

   • Enter/Amend credit note (Invoicing): Entering or amending credit notes using the Invoicing module.

   • Enter/Amend sales order: Entering or amending all sales orders (full orders and rapid orders), and repeat order templates.

   • Enter/Amend return: Entering or amending sales returns.

   • Enter/Amend quotations: Entering or amending quotations.

   • Enter/Amend pro formas: Entering or amending pro forma invoices.

   • Customer price enquiry: Viewing the Customer Price Enquiry, for Invoicing or Sales Orders.

   Tip: To quickly select all or clear all options, select Select All or Clear All.

   Customer alerts are displayed for these activities in both the Sage 200 desktop and Web Portal (where available).

6. Click Save.

   The alert will be active immediately.

Stop showing an alert

When you add a new alert, it will be set as active by default.

• To temporarily stop showing an alert, select the alert and click Set as Inactive.
• You can see which alerts are active by checking the Active column in the alerts list.

Change when to show alerts

You can choose to display the alert for particular activities, for example when entering an order.

To change when an alert is displayed, edit the alert and choose the options in Forms Displayed In.

Tip: To quickly select or clear everything, use Select All or Clear all.

Find all customers with active alerts

You can check which customers have active alerts by using the Customer Account Enquiry workspace.

Open: Customers > Customer Enquiries > Customer Account Enquiry.

Open: Workspaces > Sales Ledger > Customer Account Enquiry.

1. Add the alerts column to the workspace.

   • Right-click the heading of any column, and select Add Column to the Left/Right > Active Alerts.

2. If a customer has any alerts, the Active Alerts column will show Yes.

3. If you are viewing the workspace from the Sage 200 desktop, you can view alerts for the customer. Select Amend Account Details to open the customer account, then select the Alerts tab.

Tip: You can also see which customers have active alerts when using the Customer Enquiry, as the Alerts tab will display an asterisk *.

View alerts

Alerts are displayed as soon as you select that customer account, or open a document for that customer, for example when entering an order.

To view the alert messages again, click the alert icon next to the customer account.

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Useful info

About customer alerts

You can set up alerts on a customer account, to show messages whenever you deal with that customer. For example, if a customer has specific requirements, you can set up a reminder message that will be displayed whenever you enter an order for that customer.

When you set up an alert on the customer account, you can choose to show the alert for particular activities.

You can choose to show alerts when entering invoices or credit notes, sales orders and returns, quotations and pro forma invoices, and for customer price enquiries.

Customer alerts are displayed for these activities in both the Sage 200 desktop and Web Portal (where available).

Alerts are specific to an individual customer, and you can have multiple alerts for each customer.