Alerts in HirePOS serve as a vital communication tool for Administrator users, enabling them to stay informed about important changes that require attention regarding locked invoices or sales records. This feature enhances operational efficiency by facilitating timely actions within the system. Admin users can conveniently view alert messages at the top of the Reminders List screen, and alerts can be dismissed using the Dismiss button on the Alert banner. This document provides a comprehensive step-by-step guide on how to add, edit, and reactivate alerts in HirePOS.

To add a new alert from the Customer Overview screen, follow these steps:

1. From the main screen, click the Sales/Hire button, or select Sales/Hire > Customer Overview from the main menu strip at the top.

2. Search for and select an existing customer.

3. On the existing sales record, click the eye icon to display the preview popup.

4. In the preview popup, click the Alert button located towards the bottom.

5. A New Alert section will appear in the popup where you can enter an alert/notification message.

6. Choose whether to show the alert to Admin Only (default) or to Everyone.

7. Click the Save Alert button. The alert will be saved, and the popup will close.

To add a new alert from an Inspection Checklist, follow these steps:

1. From the Inspection Checklist screen, scroll down to the bottom where you'll find an Alert button at the bottom left.

2. For the Mobile app, go to the bottom and tap the More button, which will open a popup menu where the Alert option will be available to choose from.

3. Choose whether to show the alert to Admin Only (default) or to Everyone.

4. Click the Save button. The alert will be saved, and the popup will close.

For Administrator users, the alert message will appear above the reminders list on the main screen. These alerts can be dismissed using the Dismiss button located on the far right of the Alert banner.

To edit or reactivate an alert, follow these steps:

1. From the main screen, click the Sales/Hire button, or select Sales/Hire > Customer Overview from the main menu strip at the top.

2. Search for and select an existing customer.

3. Click the CRM tab.

4. Any existing alerts will be displayed, indicated by an alarm bell icon.

5. Click on the alert you wish to view and edit.

6. If you wish to reactivate a dismissed alert, uncheck the Dismissed checkbox.

By following these steps, you can effectively manage alerts in HirePOS, ensuring that important notifications are communicated and acted upon promptly.