Notifications

1 About notifications

Ritzy has three kinds of notification:

• User messages — one colleague sending another a note, with online presence. This works the same in every Ritzy edition (sections 2–4).
• Stock Issue Request (SIR) workflow alerts — automatic notifications that route a request to the right people: approvers, the requestor, and store issuers (sections 5–7).
• Daily stock-expiry alerts — once a day, a summary of batches that are about to expire or already have, sent to the users you choose (section 8).

2 The notification pop-up (toast)

When a message arrives while you are logged in, a small toast appears in the top-right corner. Ritzy checks for new messages about every 15 seconds.

High-priority messages (such as “awaiting approval” and “issue stock”) are highlighted in soft amber.

Toast buttons

• Mark Read — marks it seen and sends a read receipt (default — Enter).
• Next — steps through unread messages (counter shows “2 of 5”).
• Reply... — replies to the sender.
• Close — dismisses without marking read.

3 My Notifications inbox

Open My Notifications from the Tools menu (or the toolbar button) for your recent notification history, with two tabs:

Received

Columns: From (with a presence dot), Subject, Priority, Received, Read. Click a row to read it; double-click to mark read; Refresh reloads.

Sent

Your outgoing messages, with a Read column showing when each recipient opened them.

Legend: Online Offline.

4 Sending a message & presence

1. Click Send Notification....
2. Tick Recipients (each shows a green/red presence dot), or tick Send to all users.
3. Enter a Subject and Message.
4. Choose Normal or High priority.
5. Click Send.

5 Stock Issue Request alerts

As a Stock Issue Request moves through its lifecycle, Ritzy notifies the right people automatically — no one has to chase anyone.

Each message identifies the request and the action, for example: “Stock Issue Request #12345 awaiting approval — submitted by RAVI.” or “Issue stock for Request #12345 — 2 line(s) marked for stock issue.”

6 Who gets notified (the masters)

Recipients and their channels are controlled by two administrator masters under the Masters menu.

Stock Request Approvers

Defines who approves requests for each site and how they're alerted.

Stock Request Issuers

Defines who is alerted to physically pick & issue stock when a line is routed through the store.

7 Pop-up vs email

Pop-up (in-app)

Appears as a toast and is stored in My Notifications. It's recorded as part of the action, so it's there the moment the action is saved.

Email (optional)

• Sent only when the recipient has an email address on file and their master row has Notify by email ticked and a mail server is configured.
• For requestors, email is sent on header-level approvals/rejections (line-level changes are pop-up only).
• If no mail server is set up, the email step is skipped silently — the workflow still completes.
• Emails are sent after the action saves, so you're never kept waiting on the mail server.
• You're never emailed about your own action.

8 Daily stock-expiry alerts

Stock that is about to expire, or already has, ties up money and has to be sold, moved or written off in time. Ritzy can check every day and tell the people who look after it.

The alerts work from batches: the batch (lot) number and expiry date entered when goods come in on a GRV, a purchase or a stock adjustment. Items without an expiry date are never included.

Setting it up

Open Inventory Notification Alert from the Inventory menu (an administrator may need to grant you rights to it first).

Click Save.

What you receive

Each alert lists up to ten batches, nearest expiry first, with the item code, lot number, quantity, location and expiry date, and gives the total value at cost. For example:

When it is sent

• Once a day. The check runs when the first user of the day is logged in, alongside the other daily alerts (Accounts, Payroll and Real Estate).
• Nothing is sent when there is nothing to report.
• Each day's alert replaces the previous day's alert if it has not been read yet, so your inbox shows only the latest figures.
• Expiry alerts are in-app pop-ups and inbox messages only; they are not emailed.

Acting on it

• Expiring soon: sell these batches first (sales take the earliest-expiring batch first) or transfer them to where they will sell.
• Expired: write them off with a Stock Adjustment, choosing the batch on the line, or return them to the supplier with a Purchase Return.
• For the complete list at any time, run the Expiry Report under Inventory reports.

9 Tips & troubleshooting

An approver isn't being notified.

Check the Stock Request Approvers master: the row is Active, Notify by pop-up (and/or email) is ticked, and the Location matches the request's site (or is blank for global).

The store isn't told to issue stock.

Issuer alerts fire only when a line is approved as Issue from stock. Confirm there's an Active issuer for that site (or a global one) in Stock Request Issuers.

Email isn't arriving.

Confirm the recipient has an email address, Notify by email is ticked, and a mail account is configured under Email Setup. Pop-ups still work even when email isn't available.

I didn't see the toast.

You must be logged in when it's sent; otherwise it waits in My Notifications. The toast polls every ~15 seconds.

No expiry alert arrives.

Check that the master switch and the alert are both on in Inventory Notification Alert, that you are one of its recipients, and that the stock was received with an expiry date. The alert is only sent when there is something to report, and only once a day.

An expired batch keeps being reported.

It is still in stock. Write it off with a Stock Adjustment (choose that batch on the line) or return it to the supplier; the next day's alert no longer lists it.