Item Alerts

Items Alerts help you remember important product information by showing an Alert!

Show your Item Alerts by setting Display Alerts in Employee Prefs to Aside + Items. Then Add (+) Alerts in Folder tab of the Item card or using the Docs tool on Item card.

When the item is added in Quote, Order, Invoice, Req, PO, Bill or Item Adjustment, the Alert will display in the upper right corner of the screen to read, edit, or cancel.



  Alerts

Alerts let you add alerts for Customers, Vendors, or Items that need special handling.

Alerts appear on the side, with a title, text box, options to edit or cancel, or OK. This makes them perfect for instructions, requirements, follow-ups, and quick replies.



  Alert Settings

Alert Settings lets you choose how your team sees Alerts for Customers and/or Items.