Debtors | Notifications

Debtors | Notifications

Quote
Debtors Notifications alert or remind the user about special instructions or information about the specific debtor. Debtor notifications are Debtor specific, in other words, a debtor can only be linked to one notification. One Debtors Notification can however be connected to various selected Debtors.

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NOTIFICATION SETUP

Debtors Notifications must be created in the Debtors Notifications module before being linked to any debtors.

Click on Debtors --> Notifications



Click on the Setup Notifications button. 


To add a debtor notification click on the Add button. 

To Amend an existing one, click on the Edit button. 

Warning
The Delete option enables a user to delete a selected Debtors Notification.
Warning
No Debtors Notification can be deleted, if it is still linked to a debtor.
The user will first have to remove all the links to debtors before the notification can be deleted.


(Refer to the screenshot below for steps.)


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LINKING DEBTOR'S NOTIFICATIONS TO DEBTORS
Debtors notifications are debtors specific, thus can only be linked to selected debtors by activating the option on each debtor individually.

Navigate to Debtors --> Maintenance --> Select the specific Debtors and click the Edit button. 

Click on the drop-down box next to the Notification field and select one of the pre-defined Debtors
Notifications.
Click on the Accept button at the bottom of the screen to save the changes made.

Refer to the screenshot below for the steps.

Click on the Additional tab. 

Click on the Notification dropdown box and select the specific notification for the debtor. 



How does it work?
If a debtor’s account is linked to a Debtors Notification, the following screen will appear as soon as the account is selected:


The Notification informs the operator of what needs to be done.
On the bottom right, the system will count down 5 seconds before the OK button appears.
Click on the OK button and continue with the sales transaction as normal.

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