You can set up notifications containing information about orders, sales, and/or inventory for your users and customers from the Automation module. DEAR notifications can be delivered as alerts in the notification centre, and/or as emails intended for one or more recipients. External notifications can also be set up to send information to third-party applications.
NOTE: Access to the Automation module requires adding a subscription to the module to your DEAR Inventory paid plan. See Adding Trials of the POS, B2B, API and Automation Modules to Paid Plans for more information.
- Purchase Automation module subscription (required)
Table of Contents:
- Enable Notifications
- Delivery Methods
- Message Template Fields
- Notification Execution Log
DEAR allows you to set notifications for different events, for example, backordered items have been received into stock, customer credit limit has been exceeded, or a new SKU is available for sale.
To enable a notification:
- Navigate to Settings → Automation → Notifications.
- Click on the notification type you wish to enable. For example, click Sale to see all sale-related notifications and whether they are active or disabled. Click through to the notification you wish to configure.
- Switch on the notification by toggling the button on the top right corner to Active. See below for more information about different delivery methods and how they work.
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 are delivered to all DEAR users in your company. These notifications are sent to the notifications centre on the top right corner of the screen.
At the moment, it is not possible to send internal notifications to a single user or group of users. For this, use email notifications instead. For more information, see Email notifications.
Clicking the Notifications buttons displays the most recent Notifications with a link to the relevant details and the date/time that the notification was triggered.
Notifications can be delivered via email using this option. Several default options are available for email delivery.
If All Active Users is enabled, the notification will be sent to the email of every registered user in your organisation.
If All Company Contacts 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 an individual DEAR user or an external email contact, you can 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 a 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. The External API call is not supported by all types of notifications.
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 authorisation method and add request headers. Three values are available for authorisation:
- No Auth – no authorisation is required.
- Basic Auth – login and password are required.
- Bearer Auth – a token must be specified
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 fields. Use parameter names in your notifications by clicking on the corresponding 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.
Notification Execution Log
At the bottom of each notification type tab (Internal, Email, External), you can see the execution log showing which notifications have been sent, the date/time they were triggered and the notification details.