Support Suite

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 e-mail alert sent out to the customer.  They are:

• Credit Limit Reached - This is triggered when a customer has exhausted their credit limit.  It is sent out when when creating an order for the customer that uses up the last of their available credit.  The customer will receive one notification when this happens.  Another notification will not be sent until the customer has available credit again and uses that up.

• 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 anymore unpaid invoices that are eligible for finance charges.

• Finance Charge 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 Older Than X Days - If there are any unpaid balances greater than the number of days specified, then an e-mail 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 using 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 specify multiple contacts to receive the same alert, as well.