Manage personalized e-mails

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Create a personalized e-mail

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The functionality Create a personalized e-mail, feature of K inventory software, allows you to send e-mails on a scheduled basis, or in response to a specific action.

This feature allows you to be alerted when an action occurs, to avoid stock-outs and gain fine-grained visibility of your inventory.

 

 

This feature is only available on the Web version.

1. In the left-hand menu, click on the Settings Toothed wheel

 

2. Click on the Custom notification personalized notifications

 

3. Click on the Create e-mail create an email

 

4. In the Information tab tab of the Create e-mail fill in the email subject

 

5. In the Recipients section, enter the email recipients

Receive personalized notifications of stock variations with K inventory software

Email creation interface

 

Two types of personalized e-mail can be created, with different personalization options depending on the choice made.

  • E-mail with Trigger

Trigger actions allow you to send the email each time a specific action is performed, such as the receipt of an order or the creation of a file on the platform.

 

  • Scheduled e-mail

Scheduled e-mails allow you to configure the sending of notifications in relation to a specific period (day, week, month, etc.). This makes it possible, for example, to send an Excel export and graphs on the first day of each month.

 

 

6. Select the attachment(s) to be included in the email

 

You can attach customized graphics and Shared views.

 

7. Click on the Message body and fill in the information to be sent in the e-mail

 

8. To set the e-mail frequency, click on the Scheduler tab

 

9. Choose the times and repetition of e-mail dispatches in the sections Choose the time and Repeat

 

You can choose the sending times:

  • At a certain time
  • Every X hours and Y minutes
  • Every X minutes

 

Repeat shipments:

  • Every day
  • Certain days of the week
  • Some days of the month
  • Certain months of the year

 

Receive stock alerts with the K inventory management application

Example of e-mail scheduling

 

10. Save your changes by clicking on the Save

 

 

6. Choose a trigger action from the drop-down list

 

Stock alert on the K inventory management application

Overview of trigger actions

 

7. Click on the Message body and fill in the information to be sent in the e-mail

 

8. You can click on the Variable list then on the variable in the drop-down list to add it to the mail body

 

For example, with the trigger action Category created you can add the variables Created on and Name in the body of the email to send the creation date and the name of the category created.

You can add several variables in the Message body to make your mail more complete.

 

Create stock alerts with K inventory inventory management software

Example of body text with a variable

 

Stock alerts on K inventory inventory management software

Example of email received

 

9. To specify when the e-mail is to be sent, click on the Filters

 

10. Create an advanced filter in the Trigger entity filters

 

Personalized emails with stock variations on K inventory inventory management software

Advanced filter example: to retain import transactions

 

To learn how to create advanced filters, click on this link

11. To add a Notification conditionclick on the condition button equal to then choose a comparison mode from the drop-down list

 

12. Enter reference value against which to make the comparison

 

You can compare with a fixed value or in relation to the data in a field.
In the following example, the filter value should be equal to Alert threshold for sending to be validated.

 

equal to threshold

Condition Column

To switch from one type of reference value to the other, click on the Filter Value or Column filter.


Visit Notification conditions apply only to Filters on the entity linked to the trigger.
 The following configuration allows you to specify the conditions for sending an e-mail.

 

Receive inventory alerts with K inventory management software

E-mail sending condition

 

Receive an inventory change email on the K inventory management application

Transaction type filter

 

This configuration allows you to filter transactions so that only those of type import.

 

Conditions for sending personalized emails on K inventory management software

Filter condition

 

This condition allows you to specify the filter by indicating that the email should only be sent if the number of imported references is equal to 10.

 

The conditions for sending notification apply only to the Trigger entity filterIf the filter is empty, the condition will not be effective.

 

13. Save your changes by clicking on the Save

With planner

 

6. Select the attachment(s) to be included in the email

 

You can attach customized graphics and Shared views.

 

7. Click on the Message body and fill in the information to be sent in the e-mail

 

8. To set the e-mail frequency, click on the Scheduler tab

 

9. Choose the times and repetition of e-mail dispatches in the sections Choose the time and Repeat

 

You can choose the sending times:

  • At a certain time
  • Every X hours and Y minutes
  • Every X minutes

 

Repeat shipments:

  • Every day
  • Certain days of the week
  • Some days of the month
  • Certain months of the year

 

Receive stock alerts with the K inventory management application

Example of e-mail scheduling

 

10. Save your changes by clicking on the Save

 

With trigger

 

6. Choose a trigger action from the drop-down list

 

Stock alert on the K inventory management application

Overview of trigger actions

 

7. Click on the Message body and fill in the information to be sent in the e-mail

 

8. You can click on the Variable list then on the variable in the drop-down list to add it to the mail body

 

For example, with the trigger action Category created you can add the variables Created on and Name in the body of the email to send the creation date and the name of the category created.

You can add several variables in the Message body to make your mail more complete.

 

Create stock alerts with K inventory inventory management software

Example of body text with a variable

 

Stock alerts on K inventory inventory management software

Example of email received

 

9. To specify when the e-mail is to be sent, click on the Filters

 

10. Create an advanced filter in the Trigger entity filters

 

Personalized emails with stock variations on K inventory inventory management software

Advanced filter example: to retain import transactions

 

To learn how to create advanced filters, click on this link

11. To add a Notification conditionclick on the condition button equal to then choose a comparison mode from the drop-down list

 

12. Enter reference value against which to make the comparison

 

You can compare with a fixed value or in relation to the data in a field.
In the following example, the filter value should be equal to Alert threshold for sending to be validated.

 

equal to threshold

Condition Column

To switch from one type of reference value to the other, click on the Filter Value or Column filter.


Visit Notification conditions apply only to Filters on the entity linked to the trigger.
 The following configuration allows you to specify the conditions for sending an e-mail.

 

Receive inventory alerts with K inventory management software

E-mail sending condition

 

Receive an inventory change email on the K inventory management application

Transaction type filter

 

This configuration allows you to filter transactions so that only those of type import.

 

Conditions for sending personalized emails on K inventory management software

Filter condition

 

This condition allows you to specify the filter by indicating that the email should only be sent if the number of imported references is equal to 10.

 

The conditions for sending notification apply only to the Trigger entity filterIf the filter is empty, the condition will not be effective.

 

13. Save your changes by clicking on the Save


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