Management - Notifications

Overview

Notifications can be emailed to staff members. There are two sets of notifications: Sales and Management. These notifications summarise the current day's business activities. They should ideally be scheduled after business close but before midnight to ensure management has up-to-date information to make informed decisions and maintain smooth operations.

Navigation: Main Menu > Office > My Organisation > Staff (tab) > Double-click a username

Available Options 

These options are available for all the staff records. Check the applicable checkboxes on the staff member's Detail tab to activate the notifications.  

Notifications - Sales

• Quotations

• Sales Orders

• Work Orders

Notifications - Management

• Quotations

• Summary 

• Procurement

Notifications Content

Management - Summary

• Sales Orders by Due Date (Projected Turnover): This section displays all the Sales Orders (SO) sorted by their due dates. The rows reflect the SO Status group, and the columns divide the totals into This Month, Next Month, Later and No Due Date.

• Transaction Summary: Displays a list of top Customer, Supplier, and Inventory transactions. Both Amounts and Transaction Quantities are displayed.

• Bank Balances: Displays all the Bank Accounts, including Receipts, Payments, and Balances.

• Inventory Ageing: Lists the Inventory categories and their respective ageing (i.e. how long items have been in stock).

• Customer and Supplier Age Analyses.

SQL for BOS Server (Management - Summary)

select

EMAIL_TO,

EMAIL_CC,

EMAIL_BCC,

SUBJECT,

BODY

from NOTIFICATION_MANAGEMENT

(

  :DATE_IN -- Set to null for current day.

)

Management - Quotations

• Status: The Quotation Transaction Status.

• QT No.: The Quotation Number.

• Date: The date on which the original Quotation was created.

• Forecast: Forecast date.

• Rep: The staff member assigned as the representative. 

• User: The user who created the quotation.

• Customer: The name of the Customer on the quotation.

• Item: A sequential number which is given to each line item.

• Category: The quotation's category.

• Description: Description of the items.

• Qty: The number of units.

• Cost: Total cost of the item.

• Profit: The line item's profit (total less the cost).

• Total: The VAT exclusive total in the local currency.

• /Unit: The price for one unit.

• Adj%: The adjustment (e.g. discount) percentage.

• MU%: Markup percentage

• GM%: Gross Margin percentage.

SQL for BOS Server (Management - Quotations)

select

EMAIL_TO, 

EMAIL_CC,

EMAIL_BCC,

SUBJECT, 

BODY

from NOTIFICATION_MANAGEMENT_QT

(

 :DATE_IN -- Set to null for current day

)

Management - Procurement

This notification displays Active Purchase Orders grouped by Due Date as well as Materials that are purchased and require Replenishment.

SQL for BOS Server (Management - Procurement)

select

EMAIL_TO, 

EMAIL_CC,

EMAIL_BCC,

SUBJECT, 

BODY

from NOTIFICATION_PROCUREMENT