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Contact Information
Integrated Systems Technology, Inc.
1925 W. John Carpenter Freeway,
Suite 300
Irving, TX 75063

800.633.5583
214.630.4379
Fax 214.634.0448


sales@istserve.com
 



 

 


 

Info-Alert 

Proactive reporting with up-to-the- minute alerts

 

Info-alert is a powerful tool that monitors your business data and provides automated alerts when various business conditions are met.  Info-Alert serves as a “virtual employee” that interfaces to your Intrust Win data and reviews it at scheduled intervals, reporting the information to the appropriate people.  

With Info-Alert, you define a specific set of parameters.  When conditions occur that meet those parameters, an alert is sent – via email, fax, or report – to those individuals assigned to receive the notifications (employees, customers, vendors, etc.).  Info-Alert comes ready to go to work for your business with predefined alerts.  Alerts that will tell you, for example, when inventory items are below their minimum order quantity or when customers have invoices over X days old.  You can also build your own alerts to fit your specific business needs.  Info-Alert can be configured to send dunning letters to your customers, reminders to your vendors of requested ship dates, automatically update credit hold flags in your customer records and much more.  

Info-Alert is quick and easy to install.  Once set up, it will run unattended, reviewing your data for information you have requested.  Most other Microsoft or ODBC-compliant databases in your office can easily be connected and mapped to Info-Alert to allow you to generate alerts based on your company specific data. 

 

 

Sample Alerts

The following represent just a few examples of the alerts that can be set up to help you realize more productivity and accuracy.

    Accounts Receivable  
  • Customers who have open AR invoices over X days
  • Customers due credit hold based on open invoices
  • Customers due credit hold if over credit limit
 
    Inventory  
  • Items below minimum order quantity
  • Items with available quantity less than X
  • Item quantity sold last month + or - % from prior month
  • Automatic sales order release recommendation
 
    Sales Order  
  • Customers who have not purchased in X days
  • Check for open sales orders older than X days
  • Check for open quotes older than X days
  • Orders that took more than X days to ship this month
  • Alert if daily invoiced sales drop below X
  • If total credits exceed a given amount this month
  • Open orders with gross margin less than X%
  • If invoiced sales for a rep falls below X this month
  • Customer sales last month + or -% from prior month
 
   

 

 

 

 


 

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Last Updated: 07 May, 2008 04:15 PM -0500