The Edit CustomizedEmail feature of K inventory online inventory management software allows you to customize the notifications sent by email.
This feature allows you to modify the subject of the email, the recipients and the attachments to be sent.
It is also possible to schedule the frequency of emails sent according to the desired period.
This option is very useful for receiving stock management alerts and transforming inventories into a value creation tool.
This feature is only available on the Web version.
1. In the left-hand menu, click on the Settings
2. Click on the Custom notifications
3. Click on the Modify
of a notification
4. In the pop-up window Modify e-mail pop-up, you can change thee-mail subject and recipients
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Notification modification pop-up
Two types of personalized e-mail can be created, with different personalization options depending on the choice made.
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. Depending on theTrigger Action you’ll have several possible modifications.
Scheduled e-mails enable 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.
5. Click on Attachments to modify the attachments to be sent
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Overview of attachments to send
6. Click on the Message body to modify the information to be sent in the e-mail
7. To set the e-mail frequency, click on the Scheduler tab
8. 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
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Example of e-mail scheduling
9. Save your changes by clicking on the Save
5. You can select another Trigger action to modify the conditions for sending e-mails
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Overview of trigger actions
6. Click on the Message body tab to modify the information to be sent in the e-mail
7. 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.
8. To specify when the e-mail is to be sent, click on the Filters
9. Create an advanced filter in the Trigger entity filters
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Advanced filter example: to retain import transactions
To learn how to create advanced filters, click on this link
10. You can modify the Notification sending condition by clicking on it and changing the reference value
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.

Condition Column
To switch from one type of reference value to the other, click on the
or
icon.
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.

E-mail sending condition
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Transaction type filter
This configuration allows you to filter transactions so that only those of type import.
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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.
11. Save your changes by clicking on the Save
-
With planner
-
5. Click on Attachments to modify the attachments to be sent
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Overview of attachments to send
6. Click on the Message body to modify the information to be sent in the e-mail
7. To set the e-mail frequency, click on the Scheduler tab
8. 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

Example of e-mail scheduling
9. Save your changes by clicking on the Save
-
With trigger
-
5. You can select another Trigger action to modify the conditions for sending e-mails

Overview of trigger actions
6. Click on the Message body tab to modify the information to be sent in the e-mail
7. 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.
8. To specify when the e-mail is to be sent, click on the Filters
9. Create an advanced filter in the Trigger entity filters

Advanced filter example: to retain import transactions
To learn how to create advanced filters, click on this link
10. You can modify the Notification sending condition by clicking on it and changing the reference value
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.

Condition Column
To switch from one type of reference value to the other, click on the
or
icon.
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.

E-mail sending condition

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

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.
11. Save your changes by clicking on the Save
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