What this page is for
Alerts lists the problems in the business that need a person to decide something: a till counted out of balance, stock below its reorder level, a posting that has not reached the books, a business nearing a limit of its plan, and the rest. They are the same alerts the Tulindo Manager phone application shows, so you can follow them from a laptop as well.
You see only the alerts routed to you. Each kind of alert goes to the people whose role covers it, in the branches their role reaches: a cash difference goes to people who approve till sessions in that branch, low stock to people who view stock, a plan limit to the people who look after the business's plan. If the list is always empty, your role covers none of these.
The number beside Alerts in the menu counts the alerts still open. It updates by itself when an alert is raised or answered, without reloading the page.
The columns:
- Severity: Critical, High, Medium or Low. A critical alert repeats until somebody acts on it; a high one is sent to phones once; medium and low ones wait for the daily summary.
- Kind: what sort of problem it is.
- What happened: the alert's own summary, with the figures that matter.
- Where: the store or branch, or Every branch for a business-wide alert.
- Raised: when the problem was first seen. Last worsened, which you can show from the column menu, is when it last got worse.
- Status: Open, Acknowledged or Resolved.
How to…
How to find an alert
The page opens on open alerts, the most severe first. Use the filters: Status, Severity, Kind and, where the business has more than one branch, Branch. Clearing the status filter shows open and acknowledged alerts together; choose Resolved to see the ones that have cleared.
How to acknowledge an alert
Press the row to open it, then press Acknowledge. Tulindo records your name and the time, and the page shows Acknowledged by you at that time. Pressing it twice, or again after a lost connection, records it once. Acknowledging does not make the problem go away: the alert stays listed until the problem itself clears.
How to clear a cash difference
A Till counted out of balance alert has no Acknowledge button. It clears only when someone gives a reason for the difference. Press Open the till session and explain the difference there.
How to act on the problem
Each alert offers a link to the page where the problem is fixed, such as Open stock balances, Open ledger postings or See plans, when your role can open that page.
Worked examples
Restaurant and bar
The Acacia Grill & Bar's manager opens Alerts at the start of her shift. A high alert reads Till counted out of balance at the Westlands branch. She opens it, presses Open the till session, and records that the difference was a tip left in the drawer. The alert clears.
Shop
A shop owner sees Low stock at the main store. He acknowledges it so his assistant knows he has seen it, then presses Open stock balances to plan the order.
If something goes wrong
- This alert has already been resolved — the problem cleared before you pressed Acknowledge. There is nothing left to do, and the page shows where it stands.
- Acknowledge is missing on a cash difference — it is cleared only by explaining it. Open the till session and give a reason.
- An alert you expected is missing — your role may not cover that kind of alert, or that branch. Ask the owner to check your role.