Customer alerts

How to

Add an alert

1. Select the customer account.

2. Move to the Alerts tab.

3. Select Add New.

4. Enter the alert message that will be displayed for this customer.

5. The alert is initially set as Active, which means it will be displayed immediately for this customer. If you don't want it to be displayed yet, disable Active.

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

   • Enter/Amend Sales Order: Entering or amending all sales orders and repeat order templates.

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

   • Enter/Amend Quotation: Entering or amending quotations.

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

   • 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.

   • Customer Price Enquiry: Viewing the Customer Price Enquiry, for Invoicing and Sales Orders.

   Tip: To quickly select all or clear all options, select the checkbox in the column header.

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

7. Select Save.

Stop showing an alert

An alert will only be displayed for a customer account if it is set as Active.

Tip: You can quickly see which alerts are active by checking the Active column in the Alerts list.

• To temporarily stop showing an alert, select the alert and select Amend, then disable Active.

• If you want to remove the alert altogether, select Delete in the alerts list.

  The alert will be removed when you save the customer.

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, select the alert and select Amend, then choose when to display the alert.

Tip: To quickly select all or clear all options, select the checkbox in the column header.

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, select the View Alerts button next to the customer account.

Check if a customer account has alerts

• If a customer account has an active alert, Active is displayed next to the Alerts tab.

• To check the activities when an alert will be displayed, select the alert then select View to display its details.

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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 Web Portal (where available) and the Sage 200 desktop.

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