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Automated functions keeping
an eye on important business data!
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“It’s
like hiring a virtual employee who works 24 hours a day …”
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- Automatically identify issues before they
become problems.
- Catch data entry errors while there is still
time to correct them.
- Find exceptions in your data that you should
know about.
- Automatically send dunning messages, invoices
or statements.
- Update CRM systems or other databases with
alert information.
- Become more productive without doing more
work.
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Alert Manager:
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Quickly put Info-Alert to work by selecting
from pre-defined alerts and actions.
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Simply set criteria and schedule alerts to
run as needed.
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Set various notification options, output to
fax, email or report.
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“It’s time we have our
systems do more”
Sample
Alerts and Actions:
- Customers
with open A/R invoices over x days
- Open
orders older than x days
- Open
Purchase Orders that have not been received
- Customers
over their credit limit
- Orders
with a gross margin less than x
- Items
below their order point
- Employees
x days past their hire date
- Customers
who have not purchased in x days
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- Send
electronic Invoices
- Email or
Fax customer dunning notice
- Send order
acknowledgements
- Request
P/O delivery status from vendors
- Check
order entry to verify margins
- Place
customers on credit hold when over limit
- Generate
Excel sheet, payroll data
- GL
Accounts within x% of budget
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Optional
Tool Kit:
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Use the optional “Tool Kit” module to connect
Info-Alert to other databases and spreadsheets generating custom
alerts and actions. Tool Kit can also be used to create new alert
logic or edit existing ones. |
Alert
Setup:
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- Use the schedule function to
let Info-Alert know how often each alert should be reviewed.
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- Enter an unlimited number of
email or report ID’s to send notifications to
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- Use actions and events to
create files, update data and configure output to vendors and
customers.
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For additional SALES information,
please follow this link:
Contact Us
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For any SUPPORT information,
please follow this link:
F.A.Q.'s
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