How do I set up and use notifications?

Here is a user guide instructing you to enable, moderate, and manage notifications in ERP.

Setting Up Notifications

First, you will want to turn on notifications. To do this, go to System > System Parameters Settings.

Click on the Notifications tab. Toggle on/off which functions you want to trigger notifications. In the Send to user input, enter the emails of all users you want notified. 

You can also specify the type of that particular item. For example, say you want someone notified for wholesale and ecommerce S/Os. Select those two options from the S/O Type dropdown.

When you're done, click Save. 

Log out and back in to apply your new settings.

Notification Hub

You can view your Notification Hub by going to Activity Log > Notification Hub. Click Apply to see your notifications.

As a manager, you can view everyone's notifications. To do this, click More Filter.

Next to User Email, click the X to remove your email address. Click Apply.

Now, you can see everyone's notifications.

Adding Notifications

From the Notification Hub

You can manually create notifications from many places, starting with the Notification Hub. Click Add. 

This will open the Add New Notification window. Fill out the date, type, user email(s), and any other information relevant to this notification. Click Add New when you're done.

You will get a message telling you the notification was created successfully.

From Management Screens

You can also create notifications from just about any management screen: Customer, Sales Order, Invoice, Purchase Order, etc. Click Action > Add New Notification.

This will take you through the same flow as above to create and save your notification.

Assigning Notifications

You can assign notifications to users by clicking Assign next to the notification. 

Enter the user email(s) you wish to assign the notification to. Click Assign.

Solving Notifications

You can close notifications by clicking Solve next to the notification. 

Click Yes.