Set notifications to send your users and customers information about orders, sales and/or inventory. DEAR notifications can be delivered as alerts in the notification centre and/or emails sent to one or more recipients. External notifications can also be set up to send information to third-party applications.
- Purchase notifications module subscription (necessary)
- Familiarity with Product and Service Management (recommended)
- Familiarity with Processing a Sale (recommended)
- Familiarity with Processing a Purchase (recommended)
- Access Notifications Module
- Configure Notifications
- Set up a Mailing List
Access Notifications Module
To access the notifications module:
- Navigate to Settings -> Notifications
- Select Notifications
DEAR allows you to set notifications for many different events.
To enable a notification:
- Click on the notification you wish to enable
- In the top right corner, switch the notification to ON
DEAR notifications can be delivered as alerts in the notification centre and/or emails sent to one or more recipients. External notifications can also be set up for API users. More than one method can be selected for each notification. To enable a delivery method, click the button for that method to activate it. Some notifications do not support all delivery method types. If the notification type is supported, a switch for that method will be available in the Delivery Method section of the notification.
Enabling a delivery method will activate a message field tab below. Each delivery method for the same notification can have a different message.
Internal notifications will be delivered to all DEAR users for your company. A notification will be sent to the notifications centre in the top right corner of the screen.
At the moment (watch this space), it is not possible to send internal notifications to a single user or group of users. To do this, please use the Email notifications (see below).
Notifications can be delivered by email using this option. Several default options are available.
If All Active User is enabled the notification will be sent to the email of every registered user for your organisation.
If All Company Contact is enabled the notification will be sent to all email addresses listed in under Reference Books -> Company Contacts
If Send to Customer/Supplier is enabled, the notification will be sent to the Default Customer Contact, Default Supplier Customer or B2B user.
Extra recipients can be added in the BCC field. If you wish to send a notification to a individual DEAR users or an external email contact, enter their details here.
You can also select a Mailing List to send notifications to via email. Follow the link for more information on how to set up a mailing list.
External notifications let you notify third-party applications about events occurring in DEAR. For example, you can set up a notification about the change in the quantity of goods. This will allow you to receive data about a product change in a third-party service or your own application. Not all types of notifications support the External API call.
External Url is the address of the external service that will receive the request.The request body will contain a JSON object representing a key-value pair. The JSON object is formed from the parameters available for the notification.
Additionally, you can configure the authorization method and add request headers. Three values are available for authorization:
- No Auth - no authorization required
- Basic Auth - you must specify login and password
- Bearer Auth - you must specify a token
You can add key-value pairs in the request headers. For example, specify the secret key of the user that is required by a third-party service to verify the user.
Message Template Fields
Custom messages can be entered into the message field. Use parameter names in your notifications by clicking on the button(s). The parameter name will be saved to your clipboard and can be pasted into the 'Message template', 'Email subject' or 'Email template' fields.
Mailing lists can be used to group together company or external contacts so they can easily be notified.
To create a Mailing List:
- Navigate to Settings -> Notifications
- Select Mailing List
- Click + to add a new mailing list
- Enter a name for the mailing list
There are two options for entering emails:
- Raw: Enter emails into the field, separated by a comma
- Table: Enter each email address one by one into separate fields
- Click Save to finish
NOTE: Contacts can be added to an already created mailing list when they are added to Company Contacts in Settings -> Reference Books -> Company Contacts