Notifications

Overview

A number of standard Notifications can be enabled in BOS Enterprise. The notification is set up in BOS Server and there are features to change how the notification is displayed, which bands are included/excluded and when the notification should be sent.

The sender list is configured in BOS Enterprise Setup > My Organisation > Notifications (tab).  

1. Click Add Notification (button).

2. Select a Notification from the dropdown list

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

Note: The Recipient list show staff, customers, or suppliers depending on the  selected notification.

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

Navigation: Main Menu > Setup > Settings > General (tab)

• General Settings > CRM > Transaction IDs for Credit Notes (e.g. = 2, in (1,2,3))

• General Settings > CRM > Transaction IDs for Quotations (e.g. = 2, in (1,2,3))

• General Settings > CRM > Transaction IDs for Customer Orders (e.g. = 2, in (1,2,3))

• General Settings > CRM > Transaction IDs for Customer Invoices (e.g. = 2, in (1,2,3))

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 Service Manager