Pronto Xi Tasks and Alerts

Automation and efficiency tools to keep your operations running like clockwork.

Pronto Xi Alert Intelligence

Intelligent, Alert Intelligence provides automated alerts to facilitate exception management. It is easy to define what events informative, efficient will trigger a notification, who will be notified, and what action should be taken.

Typical events include when an unusually high transaction is processed through Pronto Xi Accounts Payable, when inventory levels have dropped below minimum or when a service call has been allocated to a technician.

Alert Intelligence is not just limited to monitoring events. It can also periodically check the status of any record, or set of records, at scheduled times. For example, a manager could establish a monthly Alert Intelligence task that raises an alert when expenses exceed budget by more than 10%.

Platform Overview In addition to user-centric notification methods such as email and SMS messages, webhooks can be utilised to easily send data to other business applications, either by calling their APIs directly or via a middleware such as Zapier or IFTTT that includes out-of-the-box integration to a large number of applications. This do-ityourself method enables users to build custom integration workflows with little or no development effort.

Alert Intelligence can also be used in conjunction with signed URLs to present users with options that are immediately actionable with a click of a button, for example, accepting a roster or approving a request. This can be a button in an email, or even a button in a Slack channel via webhooks integration.

Pronto Xi Task Intelligence

Pronto Xi Task Intelligence extends the functionality of Alert Intelligence to ensure tasks are carried out quickly and efficiently. You can assign staff to carry out particular tasks and automatically synchronise these tasks with each person’s Microsoft Outlook or Office 365 task list.

A range of criteria can be applied, including how the staff member should be notified, how much time has been allocated and the priority of the task. You can also specify a time for a reminder notice to be sent and provide feedback about the status of the task.

Pronto Xi Data Intelligence

Data Intelligence makes it easy for your staff to extract and present data. Data tables can be filtered, sorted and highlighted to suit individual needs, and exported to non-Pronto formats such as XML, OpenDocument Spreadsheet (ODS), Comma Separated Value (CSV), and Microsoft Office Excel, if desired.

Data Intelligence also includes a range of tools to help you find and secure information within your data tables.

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Notification Action

Purchase Approval Notification CB2 Pronto Xi Alert Intelligence. Automatically generated email.

19/02/2020 11:41

Purchase order requires approval Order: 261 Order Details; Supplier: AMERWATER Warehouse: 200 Ordered: 12 Mar 2020 Expected Arrival: 14 May 2020 Open order here to approve

Get notified via Alert Intelligence

Purchase

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Date

DEM Pronto Xi Alert – Purchase ...

Pronto Xi Alert Intelligence. Autom... 23 Jan

Notification

A data finder will allow you to search for a particular value across multiple tables, while a table security tool offers protection for valuable data by specifying who can access which tables.

Pronto Xi Notifier App

The Notifier app lets users know when key events occur within the system, using Alert Intelligence triggers in Pronto Xi.

This app works across the entire supply chain so that you can keep it moving to meet customer demands on time. For example, you can be notified of production downtime or any urgent warehouse replenishment requests – even purchase order approval requests. Available on iOS as well as Android, you can click through to Pronto Xi screens from the notification. This enables users to take quick action while being away from the desk. By maintaining all alerts in one place, you can action multiple items quickly.

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