Notifications - Setup Tutorials

Overview#

• BOS Professional can email staff a daily summary of the business (see Notifications):
  • The Sales notifications: Quotations, Sales Orders and Work Orders.
  • The Management notifications: Quotations, Summary and Procurement.
• Each notification is emailed to every staff member who has its checkbox checked on the Detail tab of their staff record, at the email address on that record.
• BOS Server sends the notifications on a schedule that QuickEasy sets up for you. Ideally, they are sent after business closes but before midnight, so that the figures are complete for the day.

💡These tutorials explain how to choose which staff members receive each notification, and how to start sending them.

How to Choose Who Receives Notifications#

1. Navigate to Main Menu > Office > My Organisation > Staff (tab) and double-click the staff member.
2. Email = Check that the staff member has an email address. The notifications are sent to this address.
3. Notifications - Sales = Check the Sales notifications the staff member must receive:
   • Quotations
   • Sales Orders
   • Work Orders
4. Notifications - Management = Check the Management notifications the staff member must receive:
   • Quotations
   • Summary
   • Procurement
5. Click Save (button).
6. Repeat these steps for every staff member who must receive notifications.
   • Note: To stop a staff member's notifications, uncheck the checkboxes and save.

How to Start Sending Notifications#

1. Choose the staff members who receive each notification (see How to Choose Who Receives Notifications).
2. Contact QuickEasy and tell them:
   • Which notifications you want.
   • At what time of day they must be sent.
3. QuickEasy schedules each notification on BOS Server, using the SQL listed under "SQL for BOS Server" on the notification pages (see Management Notifications, Quotations Notifications, Sales Orders Notifications and Work Orders Notifications).