Set Up Company Alerts

Alerts are conditions in your company that you want to be aware of as they happen in order for you to take further action.

1. From the Tasks menu, select Action Items. Sage 50 displays the Action Items window.

2. Select the Alerts tab.

   The current Sage 50 system date appears along with existing items that meet the alert condition separately, along with the condition that is being monitored.

3. To set up an alert, select the Alert button at the top of the window. Sage 50 displays the Set Company Alerts window.
4. To create a new alert condition, select a blank line in the list or click the Row button menu on the toolbar, then select the Add button.
5. Select the Email check box if you want to send email messages that notify customers, vendors, employees or others about this Alert. You can perform this step at any time. Once you have selected the Email check box, make sure you set up the email information at the bottom of this window.
6. Select the area of your company that the alert condition applies to. You can select customer, vendor, employee, inventory item, or G/L account.
7. Select what to include in the alert condition for the area of the company that the alert condition applies to. This can be a range of customers, vendors, employees, inventory items, or G/L accounts.
8. Select the type of information that the alert condition is going to monitor. The choices vary depending on the type of alert selected.

9. Select the condition and amount that applies to the type of information you have chosen.

   As you enter the alert condition, the Alert Description field displays your choice.

10. Click OK when you have finished setting up company alerts.