Utilities | Module Parameters | Add Debtor notification

Modified on Thu, 2 Nov, 2023 at 10:58 AM

Debtors Notifications are used to alert or remind the user about special instructions or information about the specific debtor. Debtors Notifications are Debtor specific, in other words a debtor can only be linked to one notification. One Debtors Notification can however be linked to various selected Debtors.


NOTIFICATION SETUP

Debtors Notifications must be created or defined in the Notifications module before they can be linked to any debtors.

From The IQ main menu --> Debtors --> Notifications.



The Debtors Notifications screen will appear, which is used to add, edit or maintain the available Debtors Notification.



SETUP NOTIFICATIONS

The Setup Notifications screen is where Debtors Notifications can be added, edited or deleted.




ADD

The Add option enables the user to add new Debtors Notifications.



Provide the Notification Name. The Notification Name is limited to 16 alpha-numeric characters. Write in short what the reminder or alert is and what the cashier should do when it appears.

Choose the modules where the notifications will be activated and click on Accept to save the information.

EDIT

The Edit option allows the user to edit or maintain the notification.


NOTE: Remember that Debtors Notifications are debtors specific and when the Notification is changed here, it will change on all the debtors linked to the notification.

DELETE

The Delete option enables a user to delete a selected Debtors Notification.



No debtors Notification can be deleted, if it is still linked to a debtor. The user will first have to remove all the links to debtors, before the notification can be deleted.


LINKING DEBTORS NOTIFICATIONS TO DEBTORS

Debtors notifications are debtors specific, thus can they only be linked to selected debtors by activating the option on each debtor individually.

From IQ main menu --> Debtors --> Maintenance --> Select debtor --> Edit.



HOW DOES IT WORK?

If a debtor’s account is linked to a Debtors Notification, the following screen will appear as soon as the account is selected:



The Notification inform the cashier of what needs to be done.

On the bottom right, the system will count down 5 seconds before the OK button appears. Click on the OK button and continue with the sales transaction as normal.




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