Alerts can be generated in two ways, an email can be generated and set to the user's mailbox, or an internal alert can be generated and displayed within the users Procure Wizard login. Either or both types can be activated depending on the requirement.
đ Notes:
You can only action the below steps if you have access to area organisation administration.
Not all alerts are limited by the department the user is assigned to.
If you click on the alert title it will provide an example of the alert.
What system alerts control
System alerts notify users about activity in Procure Wizard at a role level â for example, when a new order is received, an invoice is processed, or a delivery is confirmed. They can be delivered as an in-system notification (Globe icon), an email (Envelope icon), or both.
â ď¸ Important: System alerts do not control order approval notification emails. Who receives an email when an order is submitted for approval is determined by the approval chain configuration on each mini market â not by alert settings in roles. If users are unexpectedly receiving or missing approval emails, check the approval chain setup rather than the Alerts tab in roles.
Click the Admin Cogs
icon along the top bar.Click Organisation Administration, then click Roles.
Locate the role (your role will be highlighted in bold) and click the Edit
icon to access.Click the Alerts tab.
Use the check boxes to activate or deactivate each alert, note there are two columns:
Globe icon is the internal alert.
Envelope icon is the email alert.
Click Update.
Not receiving the approval emails you expect?
The Alerts tab is often the first place users check when approval emails are not arriving â but approval notification emails are controlled separately from system alerts:
System alerts - in this article - control general activity notifications such as new orders received, invoices processed, and deliveries confirmed. These are set at the role level.
Order approval notification emails â sent when an order is submitted for approval. Who receives these is determined by the approval chain on each mini market: which users are attached, their approval limits, and the approval type configured: Standard, Laddered, Chained, etc.
đ Note: If a user is not receiving â or is unexpectedly receiving â order approval emails, check the mini marketâs approval chain setup, not the Alerts tab in roles. See Different order approval types for how the approval chain determines who gets notified and when.