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Adding product alert notes to products

Warning users about checks on products such as bladed and chemical items

Written by Ian Oldrey

Updated at January 3rd, 2023

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Table of Contents

Adding a product line alert Setting the alert note details

Within a product you may want to alert a user when they are buying or selling the item that there is something they should be aware of.

This can be done from the product record by setting up a product line alert

Adding a product line alert

From the product record add a new note (header of the activity timeline on the product dashboard or the Notes tab)

Select the ‘Show product line alert’

Setting the alert note details

  • Select Sales and/or Purchase order - should the alert apply to sales and/or purchase orders?
  • Display type
    • Popup - a popup will be displayed when this product is first added to an order
    • Comment - a comment will be added to each order line of this product
    • Text Line - a text line will be added when this product is first added to an order
    • Quantity Selection Message - a message will be displayed in the quantity entry pop-up for orders of this product
  • Title - brief title for the alert
  • Message - more detail about the alert
  • Alert Type
    • Information
    • Warning

Below is an example of a Warning alert when selling a bladed product

 

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