Summary – Custom Alerts

Adding custom alerts is a simple and effective way to share important information and reminders. 

When you or a colleague selects a specific customer, supplier or product during the invoice or order processing, the message will appear.  For example, a reminder that the customer only orders a specific product.

How do I add Customer Alerts?

1. Open Sage 50 Accounts and click Customers

2. Double-click the customer record, or click the customer then click Edit

3. Click Alerts then click New

4. Select what you want the alert to display in:

• Invoices
• Quotes
• Sales Orders

5. Select if you want the alert to display as a pop-up message, or be embedded in the window

6. Under Description, enter the message you want to appear for the alert

7. Click Save.

The custom alert is now listed in the Alert tab where you can see its description, when it was created, and its active status.

The next time you create an invoice, quotation or sales order, when you select this customer, your message appears.

How do I add Supplier Alerts?

1. Open Sage 50 Accounts then click Suppliers

2. Double-click the supplier record, or click the supplier then click Edit

3. Click Alerts then click New

4. Select if you want the alert to display as a pop-up message or be embedded in the window

5. Under Description, enter the message you want to appear for the alert

6. Click Save

The custom alert is now listed in the Alert tab where you can see its description, when it was created, and its active status.

When you next create a purchase order and select this supplier, your message appears.

How do I add Product Alerts?

1. Open Sage 50 Accounts and click Products and services

2. Double-click the product record, or click the product then click Edit

3. Click Alerts then click New

4. Select what you want the alert to display in

• Invoices
• Quotes
• Sales Orders
• Purchase Orders

5. Select if you want the alert to display as a pop-up message or be embedded in the window

6. Under Description, enter what message you want to appear for the alert

7. Click Save

The custom alert is now listed in the Alert tab where you can see its description, when it was created, and its active status.

When you now create an invoice, quotation or order, when you select this product, your message appears.

Additional Information

To amend a custom alert, highlight it, then click Edit. To delete a custom alert, highlight it, then click Delete.

Further Information

If you have any questions about this or need assistance, then please contact the GCC Group Support Team on 0345 260 1151 or servicedesk@gccgroup.co.uk

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