Notifications

Overview

A number of standard Notifications can be enabled in BOS Enterprise. The Notification is set up in BOS Server which contains the functionality to change how the Notification displays, which bands are included/excluded and to schedule the Notification.

The sender list is configured in BOS Enterprise Setup > Settings > Notifications.  

• Click the Add button

• Select a Notification

• Muti-select the recipients and click the Add button to complete the process. 

Note: The Recipient list will show Staff, Customers or Suppliers depending on the Notification that is selected.

Click this link for the documentation to set up Email Notifications in BOS Server

Sales Daily Notification 

This is an internal notification that can be sent to Staff. It consists of multiple bands which are grouped by Entities (If multiple Entities are used). 

Settings

• General Settings > CRM > Transaction IDs for Quotations

• General Settings > CRM > Transaction IDs for Customer Orders

• General Settings > CRM > Transaction IDs for Customer Invoices

The SQL in BOS Server determines which Bands are displayed:

select

C.EMAIL_TO, 

C.EMAIL_CC,

C.EMAIL_BCC,

C.SUBJECT,

C.BODY 

from SALES_DAILY_SUMMARY

(

  :REPID, --0:Hide, 1:Show - Group by Rep

  :ITEMCATID, --0:Hide, 1:Show - Group by Item Category

  :TRANSCATID, --0:Hide, 1:Show - Group by Transaction Category

  :CUSCATID, --0:Hide, 1:Show - Group by Customer Category

  :ACCOUNTID, --0:Hide, 1:Show - Group by Sales Account

) C

SM Notifications

See SM