Notes Alert is an incredibly easy-to-use yet powerful integrated visual notification tool for Sage 300 ERP. notesalert automatically populates Sage 300 ERP Order Entry & Purchase Order Entry screens with user definable and relevant customer, vendor and item specific notes. notesalert will provide convenient reminders and vital information to you, your staff. notesalert allows you to share this information with your trading partners as Order Entry & Purchase Order Entry comments and instructions.
With Notes Alert you will:
Increase Sales
notesalert will conveniently remind your sales team of special promotional offers, add-on and up-sell opportunities by popping up notes in order entry when specific inventory control items are added to an order. For promotional or seasonal items, you have the ability to automatically expire your alert on a specific date.
Enhance Customer Experience
Notes Alert helps you and your team deliver improved customer experience. With Notes Alert you can add customer specific alerts to your Accounts Receivable customer record including notes related to special purchase, shipping and billing instructions, customer payment preferences, personal information and much more.
Enhance Purchasing Experience
Increase purchasing efficiency by being reminded of specific purchasing requirements. As a buyer, you will always be reminded of vendor and item specific requirements when entering a Purchase Order. Electronically tracking your preferences and requirements with Notes Alert will eliminate forgetfulness along with the mess and distraction of sticky notes all over your office.
Save Time
Notes Alert will save you time. Avoid tedious re-entry of common customer, vendor and item comments and instructions. notesalertoffers an unlimited number of notes to be entered and an unlimited length of note. notesalertallows you to automatically insert one or all notes into a sales order or purchase order as an or comment.
Notes Alert integrated visual notifications totally eliminates your need to have to remember specific customer, vendor and item comments, instructions and information. With Notes Alert screens integrated into Sage 300 ERP AR customers, AP vendors and IC items forms, managing your notes is simple, and convenient.
Multiple notes can be entered for customer, vendor & item with no restriction on note length. Notes Alert tracks note creation date, expiry date and note creator.
Pop-up notes in Purchase Order or Order Entry, may be edited “on the fly” & inserted as a Purchase Order or Sales Order comment or instruction, giving your trading partner information valuable to them.