Adding product alert notes to products
Warning users about checks on products such as bladed and chemical items
Table of Contents
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’
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Setting the alert note details
- Select Sales and/or Purchase order - should the alert apply to sales and/or purchase orders?
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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
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Alert Type
- Information
- Warning
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Below is an example of a Warning alert when selling a bladed product
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