Notifications

Notifications are reminders or alerts about upcoming due dates, transactions, events, etc. These are created by users with Administrator privileges and can be set to appear on all or specified users accounts. Notifications can be set to be emailed to specific users and/or to appear in the Notifications section of Inventory Cloud.

View Notifications Screen

Create New Notification

• Set Triggers

• Configure Alerts

Creating a Low Stock Level Notification

Edit a Notification

Delete a Notification

 View Notifications Screen

1. Click on the Settings > Notifications.

2. The View Notifications screen will appear.

Create a New Notification

1. On the View Notifications screen, click on the New button.

2. The New Notification screen will appear.

3. Enter a name for this notification in the Notification Name field.
4. Set the status of this notification to Enabled. If the status is set to Disabled, the notification will not be active and the user will not receive email alerts. Also, the notification will not appear in the application.
5. To set up triggers, click on the Set Triggers tab and to configure alerts, click on the Configure Alerts tab.

Set Triggers

The trigger can be set up before an event occurs or as soon as the event occurs.

Before an event occurs

Click on the Before an event occurs radio button.

Send a Notification

• Enter the number in the empty box. This field indicates the number of hours/days/weeks/months.
• Select hours/days/weeks/months from the drop down option.
• This - Select purchase order/pick order/ Item/ a specific purchase order/ a specific pick order/a specific Item/ Audit Window in the This field.

Note - The 'basic' edition will display only "Item' Ask your Wasp representative for details.

• The next field will change based on the options selected by you in the This field. The options are - expires (Item and a specific Item), past due, and ends (audit window).
• Choose the purchase order, pick order, an Item or a audit window name. This field will appear if you choose a specific purchase order/ a specific pick order/a specific Item/ Audit Window in the This field.
• Click on the I am done Set Alerts button. The screen will navigate to Configure Alerts screen.

OR

As soon as event occurs

Click on the As soon as event occurs radio button.

Send a Notification

• When - Select - any Item/ a specific Item/ any site/ any location/ any customer/ any manufacturer/ any vendor in the When field.
• With - Select No Filter/ Stock Level. No Filter option is applicable for all. Stock Level is applicable for any Item and a specific Item.

• Is - The Is options will vary based on the option selected in When and With field.
• The options will be created and deleted if you select any site/ any location/ any customer/ any manufacturer/ any vendor.

Note - The notification will be triggered if any new or existing site, location, customer, manufacturer, vendor is created or deleted.

• AnyiItem/ A specific Item & Stock Level -  The options will be below, below min stock level and Over max stock level.

Note: The Stock Level notification will get triggered in Transactions -> Move, Add, Remove and Adjust screens.

• AnyiItem/ A specific Item & No Filter  - The options will be move, checkout to, checkout, checkIn, checkin by, adjust and quantity removed.

Note: The notification will be triggered if any item or a specific item is moved, checked out to, checked out, checked In, checked in by, adjusted or quantity is removed.

• Choose the Item number. The field will appear if you select A specific Item in the When field.
• Enter the From location and To location field if you select Move in the Is field.
• Select the User and enter the customer number if you select checkout to or checkIn by in the Is field.
• Enter the amount (i.e quantity), Site and location details if you select AnyiItem/ A specific Item & Stock Level combination.

Note - The 'basic' edition of InventoryCloud supports following notifications -  'Any item below min stock level, Any item qty is removed. Any item qty is added. Any item is moved, Any item is checked out past due and Any date code is expired. Ask your Wasp representative for details.

Click on the I am done Set Alerts button. The screen will navigate to Configure Alerts screen.

Configure Alerts

Configure Alerts screen allows you to configure alerts.

Notify in these formats

• The notification can be sent via e-mail or web browser. Click on the Email / Web Browser checkbox. You can select both the checkboxes.
• Click on the Preview link for Report View.
• Click on the Edit Template button to update the template format.You can edit the wording of the alert too.

Choose Recipients

• Click on the Send to myself / Assignee / Assignee's Manager checkbox. You can select all the three checkboxes.
• Send to Users - Select the users for sending the notification updates by clicking on the checkbox(s). You can also select all the users by clicking on the checkbox next to the User Name field.
• Send to Roles - Select the roles for sending the notification updates by clicking on the checkbox(s). You can also select all the users by clicking on the checkbox next to the Role field.
• Send to these e-mail addresses - Enter the e-mail addresses.

Click on the Save button.

On the Configure Alerts tab, If Email is selected, an email will be sent to specified recipients. If Web is selected, the notification will appear in the Notifications section when the specified user logs in to InventoryCloud application.

Creating a Stock Level Notification

Steps to create a low stock level for a specific item: The notification will get triggered in Add / Remove / Adjust / Move transactions screen.

Note: Follow the same steps to create a notification for below min stock level and Over max stock level.

1. Click on the Settings -> Notifications -> New button.
2. The New Notification screen will appear.
3. Enter the Notification name.
4. Set Triggers - Set up notification:

• As soon as event occurs - Select a specific Item with stock level below a certain amount. Select a site and/or location. Also choose a Item number.

• Click on the I am Done Set Alerts button.

5. Configure Alerts - Set up notification:

• Click on the checkbox to notify the uses in the format you want. Also, choose the recipients.

6. Click on the Save button.
7. During the Add / Remove / Adjust / Move transactions, if the quantity of the selected Item in a specific site/location is below the specified amount (amount entered in the Set Trigger screen example 300, refer image above). The application will send email to the provided email ID as well the notification will be triggered in the application.

• Application Notification

• Email Notification

Edit a Notification

View or Edit a notification by clicking the checkbox next to it on the View Notifications screen, then clicking on the notification name.

The Edit Notification screen will appear allowing you to make changes as needed.

Delete a Notification

On the Notifications List, select the Notification(s) you want to delete, then click on the Delete button.

A confirmation screen will appear. Click on the Delete button again to delete the selected notification(s).