Apr 03 2018
 ShopOMSAlerts

InfiPlex OMS Alert Set-up

Last Updated: Apr 04, 2022

The new Alert system allows you to set-up text alerts on all kinds of events within the Order Management System. Use it to instantly know that a type of order came through, or a SKU is getting low on inventory, and many other alert type options.

InfiPlex OMS Alert Set-up

The InfiPlex OMS Alert system can be set-up to send text alerts using a Twillio.com account or emails.

 

  • Step 1) Create Your Twilio.com account:
    • You can skip this step and go to Step 2 if you are going to send alerts via email
    • Go to Twilio.com and sign-up for an account. Pricing for SMS text messaging starts at only $0.0075 to send a text message.
    • Add your Twilio settings. Go to Tools > Alerts and click the Settings button.

       
    • Once you have added and SAVED your settings, you can begin setting up your text alerts.
  • Step 2) Create an Alert:
    • Go to Tools > Alerts in the OMS menu and click the Create Alert button.
    • An Alert has the following fields:
      • Alert Name: Enter a descriptive name for the alert
      • Alert Type: Additional fields will be shown at the bottom of the form based on your selection.

        Select from one of the following options:
        • Shop Log Saved:
          - Displays the Shop Log Type drop-down at the end of the form
          - Select a specific log you want to be alerted about
        • SKU - Low Inventory Level:
          - Displays the SKU and Inventory inputs
          - Enter the specific SKU number you want
          - Enter the Inventory level - when the inventory is less than or equal to this value, the alert will send
        • Order from Specific Source:
          - Displays the Order Source input filed at the bottom of the form
          - Type the exact order source name that will trigger the alert
        • Order in Amount Range:
          - Displays the Order Minimum Total and Order Maximum Total input fields at the bottom of the form
          - Enter the order ranges and the alert will send if an order is within the defined range
        • Specific SKU Ordered:
          - Displays the SKU input field at the bottom of the form
          - Enter the exact SKU number that will trigger the alert send
      • SMS Alert Message:
        This is the alert message that will be sent via SMS when the selected alert type occurs. Make sure to be as descriptive as possible. *Only set if sending text alerts.
      • SMS Send To:
        Put each phone number on a separate line. *Only set if sending text alerts.
      • Email Send From:
        This is the email address the alert will be sent from. ONLY enter 1 email address. It is recommended that the default be noreply@infiplex.com. Emails may go into your Junk folder, so be sure to always check your Junk folder. Billable support is available to configure the email set-up to help lower the possibility that emails go into junk.
        *Only set if sending email alerts.
      • Email Send To:
        Put each email on a separate line. *Only set if sending email alerts.
      • Email Subject:
        *Only set if sending email alerts.
      • Email Alert Message:
        This is the alert message that will be sent via email when the selected alert type occurs. Make sure to be as descriptive as possible. *Only set if sending email alerts.
      • No Disturb Start:
        No Disturb End:
        If both no disturb start and end are set, no alerts will be sent or saved in-between the specified hours enter times in 12 hour, AM/PM format - 11:00 PM.
      • Alert Frequency:
        • Always
        • Once every hour
        • Once every 2 hours
        • Once every 4 hours
        • Once every 8 hours
        • Once every 12 hours
        • Once every 24 hours
        If checking for a specific error, it is recommended that you consider limiting the frequency the alert is sent.


       
    • Once you have added all information, click the green SAVE button to save your alert.