NStock.us

Contents

administration

Alerts & Notifications

Alerts notify users when specific events occur in Inventory Pro - order status changes, low stock, password resets, and more. Alert management is split across two list/edit surfaces: Alert Configurations (the routing rules) and Alert Definitions (the message templates).

Quick Reference

SurfaceNavigationPurpose
Alert ConfigurationsSystem → Configuration → Alert ConfigurationRouting rules - who gets notified and when
Alert DefinitionsSystem → Configuration → Alert DefinitionsMessage templates - what the notification says

Alert Configurations

Alert Configurations define the link between an event, a delivery action, and a target recipient.

Access: Direct URL - Framework/List.asp?LT=qryAlertInfo&LT2=zwAlertsConfig

The list shows each configuration as “{Event} to {Target} ({count})”, with an Active column. There are 34 configurations by default; most are inactive until email delivery is configured and the configuration is explicitly enabled.

Configuration Fields

FieldDescription
EventThe system event that triggers this alert (e.g., “PO_Approve - Purchase Order Approved”)
ActionHow the alert is delivered (see options below)
TargetThe object type the recipients are drawn from
TargetsMulti-select listbox of specific recipient records based on the Target selection
DocumentAuto-computed description of the full rule (read-only)
Target ColumnAdvanced: column reference for recipient resolution
Source ColumnAdvanced: column reference for event source data
Email ColumnAdvanced: email address column reference
Optional ColumnAdvanced: supplemental column reference
Join Table B / Join Column A / Join Column BAdvanced join configuration for custom routing
EnabledEnables or disables this configuration
ModifiedLast modified timestamp (read-only)

Action Options

ActionDescription
Via Email - Dynamic TargetEmail sent to recipients resolved from the event context
Browser Notification - Dynamic TargetIn-browser notification to dynamically resolved recipients
Both Methods - Dynamic TargetEmail and browser notification, dynamic recipients
Via Email - Fixed TargetEmail sent to a fixed recipient list
Browser Notification - Fixed TargetBrowser notification to a fixed recipient list

Event Categories

CategoryEvents Available
Purchase OrdersApproved, Canceled, Completed, Created, Past Due, Re-Opened, Revoked
Shipping OrdersApproved, Canceled, Complete, Created, Packed, Past Due, Re-Opened, Revoked, Shipped
Transit SlipsApproved, Canceled, Completed, Created, Revoked
UsersCreated, Lockout, Password Change, Password Reset
Work OrdersCreated, Issued
InventoryAssembled, Low Stock, Backorder Fulfilled, Reorder
ContactsAdded

By default, the only active configurations are password-related (Password Change, Password Reset) and User Lockout.

Creating or Editing a Configuration

  1. Open the Alert Configurations list.
  2. Click the pencil icon to edit an existing configuration, or click Add to create one.
  3. Select an Event using the picker.
  4. Choose an Action delivery method.
  5. Select a Target type; the Targets listbox will populate with matching records.
  6. Check Enabled to activate the rule.
  7. Click Save.

Alert Definitions

Alert Definitions are the per-event message templates. Each definition corresponds to one event and contains the HTML content sent in email alerts.

Access: Direct URL - Framework/List.asp?LT=zwAlerts&LT2=zwAlerts

Definition Fields

FieldDescription
Alert TableDatabase table the event monitors
Alert NameInternal event key (e.g., “PO_Approve”)
Alert LabelDisplay name (e.g., “Purchase Order Approved”)
Alert TextHTML email template with #variable# dynamic placeholders
EnabledEnables or disables this definition
CustomMarks the definition as user-modified (unchecked for system-provided defaults)
ModifiedLast modified timestamp (read-only)
Modified ByLast modifier username (read-only)

Editing Alert Text

Alert Text is an HTML template. Use the content between <body> and </body> for message changes. Dynamic values are inserted with #variable# syntax - for example:

  • #url# - the system base URL
  • #Order# - the order number that triggered the alert
  • #user# - the user who performed the action

Example (Purchase Order Approved):

Purchase Order <a href="#url#/Purchasing/POList.asp?pon=#Order#">#Order#</a> has been approved by #user#.

To edit a definition, click the pencil icon next to the event, modify the Alert Text, and click Save. Check the Custom box to mark it as customized.

For questions about available dynamic variables for a specific event, contact CISS Ltd..


Test/Demo Notification

Use the test utility to confirm browser notifications are working before enabling alert configurations.

Access: Utilities → General → Other Utilities → Test/Demo Notification

Running this sends an immediate browser notification to the current user. The notification reads: “User Test - This is a test notification for user [username].”

Also available in Other Utilities:

  • Email Unsubscribe List - manage users who have opted out of email alerts

Email Delivery Setup

Email delivery for alerts requires SMTP configuration in Admin Options (Email module). Alert Configurations that use email actions will not deliver until a mail server is configured. Contact CISS Ltd. for initial email alert setup.


On this page