Alerts & Reminders
Alerts & Reminders continuously monitors nine business situations and summarizes them — one alert per rule, not one notification per item ("6 overdue quotes" rather than six separate messages).
The rules being monitored
| Rule | What it flags |
|---|---|
| Quote without a reply | A quote sent to a supplier has been unanswered for too long |
| Validated needs not yet ordered | Validated requests still have no order |
| Orders with a late delivery | An order is past its planned delivery date |
| Late supplier returns | Rented equipment hasn't come back on time |
| Invoices to verify | Received invoices are awaiting verification |
| Amendments without a decision | A line amendment is awaiting a response |
| Stock below threshold | A product has dropped below its alert threshold |
| Storage area never counted | Equipment not counted in a long time (12 months by default) |
| Stock count open too long | A campaign in progress for more than 14 days by default |
Where it shows up
- The Active alerts widget, on the dashboard of the Logistics space, sorted by severity (Critical/Warning/Info) — with a preview of the first items affected per rule and direct access to the action.
- A daily email digest, sent every morning to the people authorized to act on each category. Anyone can turn off the categories that don't concern them from their profile.
Snoozing an alert
From the widget, snoozing an alert stops it for 7 days without resolving it — handy for a case already being handled another way. Reversible at any time.
Settings
From the Admin space, each rule can be enabled/disabled and its threshold adjusted (days of tolerance, stock threshold...) — specific to each organization, nothing is imposed.
Who can do what
| Action | Logistics coordinator | Logistics assistant |
|---|---|---|
| View active alerts, snooze them | Yes | Yes |
| Enable/disable a rule, adjust its threshold | No | No |
Rule settings are reserved for the organization administrator.
Where to find it
Widget on the dashboard of the Logistics space; settings from the Admin space, Alerts & Reminders page.
See also
Storage & Stock CountsTwo of the nine rules monitoredRequestsLine amendments without a decisionCatalogueA product's stock threshold
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