notifications:setup_and_use

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notifications:setup_and_use [2021/10/12 09:11] – [Notifications in use] Gary Willettsnotifications:setup_and_use [2023/07/10 23:42] (current) – [Select which notifications a user will see] Mark Glover
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 ===== Setup ===== ===== Setup =====
 ==== Set the store parameters ==== ==== Set the store parameters ====
 +<WRAP center round important 60%>
 +If you are on an [[synchronisation:introduction|mSupply synced system]], configuration of store parameters including Notifications needs to be done on the <wrap em>Central server</wrap>.  The configuration settings will then need to sync out to the satellite store if it is on a satellite sync site.
 +</WRAP>
 +
 +
 Some of the notifications, like understocked or overstocked items, require some parameters to be set for each store. To set them choose //Special > Show stores// from the menus, double-click on the store to change the settings for and go to the //Preferences// tab. The settings you need to make are in the //Notifications// section. Some of the notifications, like understocked or overstocked items, require some parameters to be set for each store. To set them choose //Special > Show stores// from the menus, double-click on the store to change the settings for and go to the //Preferences// tab. The settings you need to make are in the //Notifications// section.
  
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 ==== Select which notifications a user will see ==== ==== Select which notifications a user will see ====
 +<WRAP center round important 60%>
 +If you are on an [[synchronisation:introduction|mSupply synced system]], configuration of user settings needs to be done on <wrap em> any site(s) where the user needs to see the notifications</wrap>.
 +</WRAP>
 +
 The notifications a user will see and whether they see them on login or only when they click on the Notification icon (see below) is set in a user's settings. The notifications a user will see and whether they see them on login or only when they click on the Notification icon (see below) is set in a user's settings.
  
-From the menus, select //File > Edit users//, double-click on the user you wish to adjust the settings for and click on the //Notifications// tab. The details on the various preferences and how to set them can be found on the [[admin:managing_users#notifications_tab|25.15. Managing users]] page.+From the menus, select //File > Edit users//, double-click on the user you wish to adjust the settings for and click on the //Notifications// tab. The details on the various preferences and how to set them can be found in [[admin:managing_users#notifications_tab|25.15. Managing users - Notifications]].
  
 ===== Notifications in use ===== ===== Notifications in use =====
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 The meaning of each notification: The meaning of each notification:
   * **Expiring items:** The number of items which have one or more batches whose expiry date is equal to or less than the threshold number of months away.   * **Expiring items:** The number of items which have one or more batches whose expiry date is equal to or less than the threshold number of months away.
-  * **Overstocked items:** The number of items which, at the current rate of consumption (calculated using the last 12 months consumption data), have more than the threshold months of total stock. These are in danger of expiring in the warehouse before they will be used. +  * **Overstocked items:** The number of items which, at the current rate of consumption (calculated using the last 12 months consumption data), have more than the threshold months of total stock. The calculation also takes into account the amount back ordered and on purchase orders still to be delivered. These items are in danger of expiring in the warehouse before they will be used. 
-  * **Understocked items:** The number of items which, at the current rate of consumption (calculated using the last 12 months consumption data), have less than the threshold months of total stock. You are in danger of running out of stock of these items.+  * **Understocked items:** The number of items which, at the current rate of consumption (calculated using the last 12 months consumption data), have less than the threshold months of total stock. The calculation also takes into account the amount back ordered and on purchase orders still to be delivered. You are in danger of running out of stock of these items.
   * **Pending supplier invoices:** The number of supplier invoices that are waiting for processing i.e. that have a status of new (//nw//) or suggested (//sg//). The goods on these supplier invoices have not yet been added to your stock.   * **Pending supplier invoices:** The number of supplier invoices that are waiting for processing i.e. that have a status of new (//nw//) or suggested (//sg//). The goods on these supplier invoices have not yet been added to your stock.
   * **Pending customer requisitions:** The number of customer requisitions that are at suggested (//sg//) status. These requisitions have not had a customer invoice created from them yet.   * **Pending customer requisitions:** The number of customer requisitions that are at suggested (//sg//) status. These requisitions have not had a customer invoice created from them yet.
  • Last modified: 2021/10/12 09:11
  • by Gary Willetts