Sage KnowledgeSync offers an incredible add-on product that allow users to monitor their Sage ERP systems. Sage Alerts & Workflow can be used to create automatic alerts to notify users of events such as late shipping, when inventory is below a certain amount, list which customers are overdue by ‘x’ amount of days, and more! This software also allows users to send emails through Sage Alerts using their Microsoft Exchange, Gmail, Hotmail, or Yahoo accounts. Sage A&W allows users to send instant messages, SMS, fax, and create dashboards. It can automatically send generated data to any internal or external department member at customizable schedule times. Attach the appropriate reports to emails when the desired event is triggered. Users can schedule and modify any of the hundreds of pre-configured events already in Sage Alerts or create your own.
Most recently, I have been training a client in using Sage Alerts & Workflow with their Sage 300 ERP system. We trained on scheduling basic events and modifying them as necessary to better fit this client’s needs and make the most of the software. We have scheduled specific events and query triggers to send notifications to specified email addresses. One example includes generating a list of customers who are more than 30 days overdue on an open invoice. Another example is being notified when inventory is below 0 and generating a list of items with negative quantities on hand.
Sage Alerts & Workflow can also be used to monitor a wide variety of other Sage products such as Sage HRMS and Sage CRM. This software can help users interact with their business systems more efficiently by sending an alert the moment a desired event happens. Become better in tune with your business with Sage Alerts & Workflow.
Our clients have been very happy with the system and we continue to share it with other clients who are not taking advantage of it yet.
Written by Stephanie Piller, Administrative Executive
WAC Solution Partners- Midwest
Expertise With Local Roots & National Reach
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