Omniprise ERP Overview. User guide

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1 Omniprise ERP Overview User guide

2 Omniprise CRM System Table of Contents Table of Contents Omniprise ERP Overview...3 Alert Manager... 4 Manage Alerts Form...5 Viewing the Manage Alert Table... 6 Viewing the Alert Overview Form... 9 Alerts Manager Version 1.0 2

3 Omniprise CRM System Omniprise ERP Overview Omniprise ERP Overview Omniprise ERP software is unlike any other enterprise resource planning package on the market today. By combining cutting edge technology and the power of the internet, Omniprise offers simple solutions via a fully integrated, web-based ERP suite. Omniprise system modules integrated data and software applications for Financial Resource Management (FRM), Human Resources Management (HRM), Customer Relationship Management (CRM), Material Resource Planning (MRP), Corporate Performance and more. Modules are interchangeable components of Omniprise that allow clients to utilize as much (or as little) of the system as needed. Each module of Omniprise is capable of running seamlessly in conjunction with every other module or as a stand-alone module. Omniprise combines tools, reports and functionality into a powerful workbench specific to each business area. Alerts Manager Version 1.0 3

4 Omniprise CRM System Alert Manager Alert Manager Notes Alerts Manager Version 1.0 4

5 Omniprise CRM System Manage Alerts Form Manage Alerts Form The Alert Manager is an essential part of the Omniprise ERP System. Alerts are used throughout the system to notify users when specific events occur that may require further action. Alerts cannot be created by Omniprise users but are created by other modules in the system. An alert may or may not be sent depending on a user's personal settings. Monitoring alerts is critical to maintaining all modules within the Omniprise ERP System. Examples of alerts are: Batched Items Customer Credit Holds Employee Reviews Quality Alerts For more information on setting user alerts, see the Personal Settings< Alert Setup manual. Alerts Manager Version 1.0 5

6 Omniprise CRM System Viewing the Manage Alert Table Viewing the Manage Alert Table View by Option The "View by Option" field allows users to filter alerts in the "Manage Alert" table based upon recently viewed alerts. Display Only The "Display Only" field allows users to filter entries in the "Manage Alert" table by flag type selected. Once a flag or flags have been selected and the user clicks the "Filter" button, the "Manager Alert" table will only display alerts with a flag of the selected types. Alerts Manager Version 1.0 6

7 Omniprise CRM System Viewing the Manage Alert Table Select Entry Box The Checkbox column allows users to place a check beside an entry in the "Manage Alert" table allowing the user to "DELETE", "READ" or "UNREAD". Users can select multiple alerts at a time or displayed all alerts at once. Alerts that have not been read are displayed in "bold" text allowing the user to quickly locate alerts that have not been read. Selecting and viewing an alert from the table will automatically mark the alert as "READ". To manually mark an alert as "READ", check the box to the left of the alert and press the "READ" button above the alert list. To mark an alert as "UNREAD", check the box to the left of the alert and press the "UNREAD" button above the alert list. Placing a check in the heading checkbox will cause all entries displayed to display a checkbox in the column. If all the entries have "Checks" in the Checkbox column, clearing the heading checkbox will remove all the checks. Note: Clicking the "Heading Checkbox" will only select alerts displayed on screen and will not select items that may not be displayed due to filtering or pagination. Status The Status column displays the current status of the Alert. A green block "Active". "Active" is the only type of Status that displays in the column. means the Alert is Priority The Priority column displays the "Priority" of the alert. The options that may display in the Priority column are: Low Medium High Urgent Title The Title column displays the Alert title. The "Alert Details" icon, when pressed, displays the message of the alert without having to actually open the alert. Alerts Manager Version 1.0 7

8 Omniprise CRM System Viewing the Manage Alert Table Date The Date column displays the date and time the alert was created. Flag The Flag column displays the "Flag" associated with the alert. Each alert has a flag option to organize alerts that need to be completed. To add a flag color, press the flag icon on the table to the right of the alert and select the desired color. Filtering and sorting may be done by each flag color. To change the flag color, press the flag in the table and select the desired color. Alerts Manager Version 1.0 8

9 Omniprise CRM System Viewing the Alert Overview Form Viewing the Alert Overview Form All fields on the "Alert Overview" form are read only. Alert Toolbar Icons The Alert Toolbar consists of several icons. Clicking one of the "Next Entry" icons allow navigation from one alert to another in the default filtering order from the Alerts Manager. Clicking the "Delete" Clicking the "Print" icon allows users to delete unneeded alerts. icon allows users to print the current alert. Title The "Title" field identifies what the alert is about. Typically the alert title is a system generated field. Date/Time The "Date/Time" field displays the date the alert was created. Message The "Message" field displays message associated with the alert. Alert messages are typically system generated but may contain information entered by the user linked to the system message. Alerts Manager Version 1.0 9

10 Omniprise CRM System Viewing the Alert Overview Form Linked Information Clicking the "Linked Information" associated with the alert. icon expands the Alert Overview form to display "Linked Items" Priority The "Priority" field displays the Priority of the Alert. There are 4 priority levels that are used throughout the Omniprise ERP System: "Low", "Medium", "High" and "Urgent". These priority levels sort urgency of alerts received. Alerts Manager Version