Business Alert Examples

Warn credit control and account manager when an account is within any %age of credit limit

Escalate if a credit limit is exceeded

Notify Financial Director of seriously bad debts

Notify Account Manager and customer when an account is placed on hold

Warn Data Entry Clerk that sales analysis codes are incomplete

Inform Account Managers if an order or payment is received for their accounts

Warn Sales Manager if goods are sold below a pre-defined margin

Notify sales people when payment is received from their customer

Notify production of works order schedule

Notify customers directly when their account goes over credit, or is put on hold

Notify customers when a works order is complete or goods are despatched

Check for stock approaching minimum levels and warn buying department

Warn Stock Manager and Sales Manager of goods nearing the end of their shelf life

Notify Financial Director if bank balance is nearing overdraft limit, or reaching upper limit for transferring to deposit account

Inform each department head of their actual versus budget figures automatically each month

Warn managers automatically if unauthorised users enter a certain type or value of transaction

Option to send paperless images of transactions causing the alert within emails

Extend Report Writer capabilities to enable scheduling of reports automatically, and combining with the paperless module the reports can also be automatically emailed

Remote triggering by email of scheduled reports - users can request remotely a scheduled report by sending an email directly to Sentimail®