Notifications
Notification settings control how and when the system sends alerts to users, including in-app notifications, email alerts, and push notifications.
Overview
Notifications enable you to:
- Configure alert preferences
- Set up email notifications
- Manage push notifications
- Create notification rules
- Control notification timing
- Customize message templates
Accessing Notifications
Navigate to Settings → Notifications from the main menu.
Notification Channels
Channel Configuration
Notification Channels
Available Channels:
┌────────────────────────────────────────────────────────────────┐
│ Channel │ Status │ Recipients │ Configuration │
├────────────────────────────────────────────────────────────────┤
│ In-App │ ✓ Active│ All Users │ [Configure] │
│ Email │ ✓ Active│ All Users │ [Configure] │
│ SMS │ ○ Off │ - │ [Enable] │
│ Push (Mobile) │ ✓ Active│ 45 Users │ [Configure] │
│ Slack │ ✓ Active│ 3 Channels │ [Configure] │
│ Teams │ ○ Off │ - │ [Enable] │
│ Webhook │ ✓ Active│ 2 Endpoints│ [Configure] │
└────────────────────────────────────────────────────────────────┘
Default Channel Priority:
1. In-App (always)
2. Email (for important)
3. Push (for urgent)Email Notifications
Email Notification Settings
Delivery Settings:
├─ Send From: [[email protected]]
├─ Reply-To: [[email protected]]
├─ Sender Name: [Angage ERP]
└─ Email Footer: [Include unsubscribe link]
Frequency Controls:
├─ Digest Option: [x] Allow email digests
│ ├─ Minimum interval: [15] minutes
│ └─ Group similar notifications
├─ Quiet Hours: [ ] Enable quiet hours
│ ├─ Start: [10:00 PM]
│ └─ End: [7:00 AM]
└─ Weekend Delivery: [x] Same as weekdays
Unsubscribe Options:
├─ [x] Allow users to unsubscribe from non-critical
├─ [ ] Allow users to unsubscribe from all
└─ Categories that cannot be unsubscribed:
├─ Security alerts
├─ Password resets
└─ Account changes
[Save Email Settings]Notification Events
Event Categories
Notification Events
Sales Notifications:
├─ New Order Received [Email] [In-App] [Push]
├─ Order Status Changed [Email] [In-App]
├─ Payment Received [Email] [In-App]
├─ Invoice Past Due [Email] [In-App] [Push]
├─ Quote Expiring [Email] [In-App]
└─ Large Order Alert [Email] [In-App] [Push] [Slack]
Purchase Notifications:
├─ PO Requires Approval [Email] [In-App] [Push]
├─ Bill Due Soon [Email] [In-App]
├─ Goods Received [Email] [In-App]
├─ PO Approved/Rejected [Email] [In-App]
└─ Budget Exceeded [Email] [In-App] [Push]
Inventory Notifications:
├─ Low Stock Alert [Email] [In-App] [Push]
├─ Stock Received [Email] [In-App]
├─ Stock Transfer Complete [Email] [In-App]
├─ Inventory Count Variance [Email] [In-App] [Push]
└─ Negative Stock Warning [Email] [In-App] [Push]
[Configure All Events]Event Configuration
Configure Event: Low Stock Alert
Event Details:
├─ Category: Inventory
├─ Priority: High
├─ Default: Enabled for Warehouse Managers
└─ Can Override: Yes
Trigger Conditions:
├─ When: Stock falls below reorder point
├─ Frequency: Once per product per day
└─ Grouping: Combine multiple items in one notification
Recipients:
├─ Role-based: [x] Warehouse Manager
│ [x] Purchasing Manager
│ [ ] Sales Manager
├─ Specific Users: [Add Users]
└─ External: [[email protected]]
Channels:
├─ [x] In-App Notification
├─ [x] Email Notification
├─ [x] Push Notification (if urgent)
├─ [x] Slack: #inventory-alerts
└─ [ ] Webhook
Message Template:
├─ Subject: Low Stock Alert: {product_count} items need reorder
└─ Body: [Edit Template]
[Save Event Configuration]User Preferences
Personal Notification Settings
My Notification Preferences
Delivery Preferences:
├─ Email: [Enabled ▼]
├─ Push Notifications: [Enabled ▼]
├─ In-App: [Always On]
└─ SMS: [Disabled ▼]
Email Digest:
├─ ● Immediate delivery
├─ ○ Hourly digest
├─ ○ Daily digest (9:00 AM)
└─ ○ Weekly digest (Monday 9:00 AM)
Do Not Disturb:
├─ [x] Enable quiet hours
├─ Start: [6:00 PM ▼]
├─ End: [8:00 AM ▼]
└─ Exception: [x] Allow urgent notifications
Category Preferences:
┌────────────────────────────────────────────────────────────────┐
│ Category │ Email │ Push │ In-App │ Priority │
├────────────────────────────────────────────────────────────────┤
│ My Tasks │ ✓ │ ✓ │ ✓ │ High │
│ Approvals │ ✓ │ ✓ │ ✓ │ High │
│ Team Updates │ ✓ │ - │ ✓ │ Normal │
│ System Updates │ - │ - │ ✓ │ Low │
│ Reports Ready │ ✓ │ - │ ✓ │ Normal │
└────────────────────────────────────────────────────────────────┘
[Save Preferences]Notification Rules
Custom Rules
Notification Rules
Active Rules:
┌────────────────────────────────────────────────────────────────┐
│ Rule Name │ Trigger │ Action │ Status │
├────────────────────────────────────────────────────────────────┤
│ Large Order Alert │ Order > $10k │ Slack │ Active │
│ VIP Customer Order │ Customer tag │ Email │ Active │
│ Urgent Support Ticket │ Priority = High│ Push │ Active │
│ Daily Sales Summary │ 6:00 PM daily │ Email │ Active │
│ Weekly Inventory Report │ Monday 8:00 AM │ Email │ Paused │
└────────────────────────────────────────────────────────────────┘
[+ Create Rule]Create Rule
Create Notification Rule
Rule Details:
├─ Rule Name: [VIP Customer Order]
├─ Description: [Notify sales team when VIP customers place orders]
└─ Status: [Active ▼]
Trigger:
├─ Event: [New Order Created ▼]
├─ Conditions:
│ ├─ Customer has tag: [VIP]
│ └─ [+ Add Condition]
└─ Frequency: [Every occurrence ▼]
Actions:
├─ Send notification to:
│ ├─ [x] Account Manager (from customer record)
│ ├─ [x] Sales Director
│ └─ [ ] Specific users: [Select]
├─ Channels:
│ ├─ [x] Email
│ ├─ [x] In-App
│ ├─ [x] Push
│ └─ [x] Slack: [#vip-orders ▼]
└─ Custom Message: [x] Use custom template
Message Template:
├─ Subject: VIP Order: {customer_name} - {order_total}
└─ Body:
[VIP customer {customer_name} has placed an order for]
[{order_total}. Order #{order_number}. Please review.]
[Cancel] [Save Rule]Notification Center
In-App Notifications
Notification Center
Filters: [All ▼] [Unread ▼] [Category ▼]
Today:
┌────────────────────────────────────────────────────────────────┐
│ ● Low Stock Alert - 5 items below reorder point 2 min ago │
│ └─ View items → │
│ ● Payment Received - INV-2026-089 ($4,567.89) 15 min ago│
│ └─ View payment → │
│ ○ Report Ready - January Sales Report 1 hour ago│
│ └─ Download → │
│ ○ PO Approved - PO-2026-0156 by Finance Manager 2 hours ago│
│ └─ View PO → │
└────────────────────────────────────────────────────────────────┘
Yesterday:
├─ ○ New Lead Assigned - TechCorp Industries
├─ ○ Task Due Tomorrow - Follow up with Acme Corp
└─ ○ Order Shipped - SO-2026-085 via FedEx
Earlier:
└─ Show 23 more notifications →
[Mark All Read] [Settings]Notification Templates
Email Templates
Notification Email Templates
Template Categories:
├─ Sales (12 templates)
├─ Purchase (8 templates)
├─ Inventory (6 templates)
├─ Finance (10 templates)
├─ CRM (7 templates)
└─ System (5 templates)
Sales Templates:
┌────────────────────────────────────────────────────────────────┐
│ Template Name │ Event │ Last Modified │
├────────────────────────────────────────────────────────────────┤
│ New Order Notification │ Order Created │ Jan 15, 2026 │
│ Order Confirmation │ Order Confirmed │ Jan 10, 2026 │
│ Payment Received │ Payment Applied │ Dec 20, 2025 │
│ Invoice Past Due Reminder │ Invoice Overdue │ Jan 05, 2026 │
│ Shipment Notification │ Order Shipped │ Jan 12, 2026 │
└────────────────────────────────────────────────────────────────┘
[+ Create Template] [Import Templates]Template Editor
Edit Template: Low Stock Alert
Template Details:
├─ Name: Low Stock Alert
├─ Event: Inventory Below Reorder
└─ Channel: Email
Subject Line:
[🔔 Low Stock Alert: {item_count} items need reorder]
Email Body:
┌────────────────────────────────────────────────────────────────┐
│ Hello {recipient_name}, │
│ │
│ The following {item_count} items have fallen below their │
│ reorder points and need attention: │
│ │
│ {item_table} │
│ │
│ Click below to create purchase orders: │
│ [Create Purchase Orders] │
│ │
│ Best regards, │
│ {company_name} Inventory System │
└────────────────────────────────────────────────────────────────┘
Available Variables:
├─ {recipient_name} - User's name
├─ {item_count} - Number of low stock items
├─ {item_table} - Table of affected items
├─ {company_name} - Your company name
└─ [Show All Variables]
[Preview] [Send Test] [Save Template]Escalation Rules
Escalation Configuration
Escalation Rules
Rule: Approval Escalation
Trigger: Approval request not actioned
Initial Wait: 24 hours
Escalation Levels:
┌────────────────────────────────────────────────────────────────┐
│ Level │ Wait Time │ Action │
├────────────────────────────────────────────────────────────────┤
│ 1 │ 24 hours │ Reminder to original approver │
│ 2 │ 48 hours │ Notify approver's manager + reminder │
│ 3 │ 72 hours │ Notify department head + auto-approve │
└────────────────────────────────────────────────────────────────┘
Notification at each level:
├─ [x] Email notification
├─ [x] In-app notification
├─ [x] Push notification
└─ [ ] SMS notification
Auto-action: [Auto-approve after level 3 ▼]
[Save Escalation Rule]Best Practices
Configuration
- Start with minimal notifications
- Add based on user feedback
- Group related notifications
- Use meaningful priorities
User Experience
- Respect quiet hours
- Offer digest options
- Make unsubscribe easy
- Test templates thoroughly
Maintenance
- Review notification effectiveness
- Monitor delivery rates
- Clean up unused rules
- Update templates regularly
Troubleshooting
Common Issues
Notifications not received
- Check spam folder
- Verify email address
- Review user preferences
- Check channel status
Too many notifications
- Enable digests
- Adjust frequencies
- Review subscription rules
- Set quiet hours
Delayed notifications
- Check server queue
- Review batch settings
- Verify email server
- Check rate limits
Related Documentation
Learn about Email Configuration for setting up email delivery.