Management

• Send a Sales Summary report to Management on the daily and month to date performance.

• Send a list of Credit notes Generated for the day or credit notes over a certain value.

• Notify management on Key customer performance.

• Notify on out of stock items with open sales orders.

Accounts Receivable

• Notify customers daily, weekly or monthly of overdue accounts. 

• Send weekly statements to customers

• Notify customers or internal staff, of customers who are nearing their credit limit.

• Generate daily, weekly or monthly Excel, PDF or Dashboard reports that are sent to staff via email to show customer sales.

• Notify when customer credit limits are amended.

• Send sales reports automatically to sales reps and sales managers on a daily, weekly or monthly basis to show year on year and actual against targets. 

Purchasing and Receiving

• Create an alert to notify staff when the price on a Purchase Order is greater or lower than the price on the supplier invoice.

• Report on partially received orders.

• Alert staff of any changes or amendments to any Purchasing Documents such as POs or Supplier Invoices. 

Inventory

• Create an alert that sends internal staff an Excel or PDF report via email when inventory on hand reaches minimum order levels. 

• Send an alert to staff when new inventory is being purchased but there already is sufficient quantity on hand.

• Notify staff when inventory items are sold below a defined minimum GP.