Configure automatic alerts to be instantly notified by email on the vigilance points of your stock: quantities in stock, expiration date of batches, customer and supplier orders, control date of your equipment, rentals, reservations...
-
List of available automatic alerts
Monstock has several automatic alerts that you can activate or not and set up to define the users who will receive them and the sites concerned.
-
Quantities in stock
| Alert | Description |
| Products with quantities below 0 | You receive an alert as soon as the quantity of one or more products goes into negative stock, due to a difference between the theoretical and physical stocks. |
| Products with quantities equal to 0 | You receive an alert as soon as one or more of your products reaches a quantity of 0. |
| Products below the minimum quantity | You receive an alert as soon as one or more of your products fall below the replenishment threshold you have configured on the site. |
| Transfer dangerous product when add in the move | You receive an alert when a product that you have indicated as dangerous is added to a stock movement. |
-
Expiration date of the lots
| Alert | Description |
| Products with expiration date in 3 days | You receive an alert 3 days before the expiration date of your batch. |
| Products with expiration date in 1 days | You receive an alert 1 day before the expiration date of your batch. |
| Products with expiration date today | You receive an alert the same day your batch expires. |
| Products with expiration date exceeded | You receive an alert as soon as one or more batches of products have passed their expiration date. |
|
Products with expiration date before X days |
You will receive an alert X days before the expiration date of your batch (the number of days is customizable). |
-
Customer orders and supplier orders
| Alert | Description |
| New client order | You receive an alert for each new customer order. |
| New supplier order | You receive an alert for each new supplier order. |
| Incomplete preparation for client orders |
You receive an alert as soon as a sales order preparation is done, but incomplete. |
| Incomplete reception for supplier orders | You receive an alert as soon as a supplier order receipt is done, but incomplete. |
-
Date of equipment control
| Alert | Description |
| Control date exceeded for equipments | You receive an alert as soon as a control date of one or more equipments is exceeded. |
| Control date before X days for equipments | You will receive an alert telling you that the inspection date for your equipment is in X days (the number of days is customizable). |
-
Rentals
| Alert | Description |
| Rent New | You receive an alert as soon as a rental is created. |
| Rent Validate | You receive an alert as soon as a rental is validated. |
| Rent with start date in X days | You will receive an alert telling you that your rental will start in X days (the number of days is customizable). |
| Rent with start date is today | You receive an alert that your rental starts today. |
| Rent with end date in X days | You will receive an alert telling you that your rental will end in X days (the number of days is customizable). |
| Rent with end date is today | You receive an alert that your rental is ending today. |
-
Reservations
| Alert | Description |
| Book New | You receive an alert as soon as a reservation is created. |
| Book Validate | You receive an alert as soon as a reservation is validated. |
| Book with start date in X days | You will receive an alert telling you that your reservation will start in X days (the number of days is customizable). |
| Book with start date is today | You receive an alert telling you that your reservation starts today. |
| Book with end date in X days | You will receive an alert telling you that your reservation will end in X days (the number of days is customizable). |
| Book with end date is today | You receive an alert telling you that your reservation ends today. |
If you wish to add an alert to this list, please contact the Monstock team at the following address: contact@monstock.net.
-
Set up automatic alerts
The configuration page of automatic alerts is located in the administration tab, accessible by clicking on this button :
Then you can click on "Automatic alerts" :
The list of all the automatic alerts is displayed :
To configure your automatic alerts :
- To consult the content of the alert, click on the following button :
, - To edit an alert, click on the following button :
, - To enable/disable an alert, click on the following button :
.
You will then be able to choose the user(s) who will receive the email notification (be sure to enter the email addresses of your users), as well as choose the branch(s) concerned by the alert and customize its wording (email subject). In this example, Etienne receives an email each time a product reaches its restocking threshold on the Entrepôt Reims site.
You can also customize the content of the email, if you only modify the first line (the table being the basis for retrieving the information to be sent in the email):
From the alert modification pop-up, remember to activate it, by clicking on the red check mark, then to save so that the alert is activated:
If the alert you want to activate does not appear in the list, you can create it.
You can then select the type of alert to create (from the list at the beginning of this tutorial):
Thus, you can create an alert of a type that was not yet in your list or create alerts of the same type for different users and sites. This allows you to assign alerts by site to users.
-
Dashboard and push notifications
A summary of alerts will soon be available on your dashboard, allowing you to have immediate visibility on the operations that require your attention.
Push notifications will also allow all your collaborators to receive alerts in real time on their smartphone.
Comments
0 comments
Please sign in to leave a comment.