Customer Alerts

Task/Problem Overview

This knowledge base article covers customer alerts. There are a number of different accounting scenarios in Savance Enterprise where you might want to automatically have an email alert sent out to the customer or an internal staff based on the scenario. They are:

• Hard Hold - This is triggered when a customer has exhausted their credit limit. It is sent out when creating an order for the customer that uses up the last of their available credit.

• Soft Hold - This is triggered when a customer has reached their soft limit. A Soft limit could be very close to their hard hold, which will not allow you to convert orders on their account until some of their balances are paid.

• Alert Limit - This is a trigger when you change the customer's credit limit, hard and soft. **

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• Open Invoices Eligible For Finance Charge - This is triggered when one or more unpaid invoices have exceeded their terms. The customer will receive a weekly alert notifying them about this. This will continue until the customer no longer has any more unpaid invoices that are eligible for finance charges.

• Finance Charges Assessed - This alert is sent out when a finance charge invoice is generated for a customer. This happens upon assessing finance charges in the Accounting Manager. The customer will receive a notification for every new finance charge.

• Shipping - When a shipment is sent to the customer, a shipping alert is sent. This happens when a shipper is posted to the Loaded or Delivered stage. One notification is sent out per shipper.

• Account Inactive - When a customer's account is marked as inactive in the Account Manager, an alert is sent out to the customer notifying them of this. The customer will not receive another notification unless the account is marked as active and then inactive again.

• Outstanding Balance Order Than X Days - If there are any unpaid balances greater than the number of days specified, then an email alert will be sent out to the customer. This alert is sent out on a monthly basis.

E-mail notifications are configured on the Alerts tab, which is found in the Account Manager. Place a checkmark next to the alert you would like to activate, and then choose the account contacts that should receive the alert. This is an account-level configuration, meaning that you can pick and choose which alerts to use for which accounts.

To assign account contacts to a specific alert, hit the binoculars icon next to it. The following screen comes up. You can choose to search for customer contacts (contacts that are associated with an account) or system users (internal staff). You can also use a contact that is associated with a different account if desired. Type in some search criteria to find the contact you are looking for. Once located, you can highlight the contact in the search results pane and hit the down arrow to associate the contact with the alert. You can also add multiple contacts to receive the same alert.