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Setting Up Automated Alerts in Sage ERP

9/16/2025

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Sage Alerts and Workflow Header

Stay Informed to Take Quick and Decisive Action

In business, making timely decisions is critical to preserving profit, keeping customers happy, and addressing a tiny issue before it becomes a big problem.  That’s where Sage Alerts & Workflow comes in, continuously monitoring your Sage ERP system for time-sensitive conditions and alerting the right people, right away. Let’s take a closer look.

Your ERP Watchdog

The “alerts” function of Sage Alerts & Workflow monitors your Sage ERP system 24/7 for time-sensitive conditions and then quickly notifies the right people.
 
This “invisible assistant” and advanced warning system can trigger alerts to staff, managers, and executives by email, instant messenger, text, and more for situations such as:

  • Overdue invoices or unfulfilled orders
  • Inactive customers and projects
  • Low inventory, out of stock items, or shipment delays
  • Price changes, low margins, or big discounts
 
Leverage over 85 pre-configured business conditions built for Sage or create your own custom alerts.

More Than Just a Heads Up

Awareness is great. But taking action is important too. That’s where the “workflow” function comes in. You can configure Sage Alerts & Workflow to automatically execute tasks like generating and emailing a report, sending invoices, notifying customers, placing overdue customers on hold, triggering database updates in your Sage ERP system, and much more (Sage Alerts and Workflow currently integrates with Sage 100 and Sage 300.

Simple Reporting and Easy to Use

Reporting is simplified with Sage Alerts & Workflow, which can automatically generate key analytical reports including sales pipeline, vacation and sick time, aged receivables, open payables and more, providing the insight needed to make quick and strategic decisions.
 
Perhaps best of all, you can be up and running on Sage Alerts & Workflow and leveraging pre-built alerts and event triggers in less than a day - with little to no technical knowledge required to use the powerful application.

More Timely Decisions and Action

Contact your Sage partner if you’d like to learn more about how Sage Alerts & Workflow can help you get paid faster, monitor inventory, automate sales activity and customer follow up, keep employees and managers informed, respond to errors and exceptions more quickly, automatically generate reports, and keep your business alert 24/7.
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