Sales - Messages

Sales - Messages

Introduction

Agility Pro has the option to add or link messages to customer accounts, products, etc.
This document is a work in progress, and will be updated with more information

To access this screen, click on the small Envelope on the menu bar of Agility Pro:

The below will then appear:


Credit Control Messages 

See the above linked article for more information on Credit Control Messages

Setup User Messages 

Double click Setup User Messages, this gives the option to add messages to customers, users, stock codes, etc.

With Attachments Ticked

Start by ticking the Attachment tick box, this changes the Attach to options that display:

Then choose what you are attaching the message to and go the the relevant section in the article below:

Customer

Supplier

SO/ EPOS (Customers)

To add a message to a customer account that appears when the account details are entered into the till screen, tick the Attachment tick box and set the date the message should appear from, and the To Date for when the message should expire (for info messages, there must be an expiry date). In the Attach to field select SO/EPOS and then in the Customer ID field select the customer clicking the spy glass. Then enter the message you want to appear for that customer:


When done, click New to save the current message and add another one for a different customer, or Close to save the current message and close the screen.
The above example produces the below message when entering this customers account details into the till:



Purchase Order

Product Sales

To add a message to a stock code that appears when and item is sold via the till screen, tick the Attachment tick box and set the date the message should appear from, and the To Date for when the message should expire (for info messages, there must be an expiry date, unticking the expire date will cause the message to fail to show). In the Attach to field select Product Sales and then in the Product ID field select the Stock Code by clicking the spy glass or by entering the stock code. Then enter the message you want to appear for that stock code:

When done, click New to save the current message and add another one for a different stock code, or Close to save the current message and close the screen.
The above example produces the below message when entering this stock code  into the till:

Product Purchase

Cus Receipt

Sup Payment

Product Type Sale

Product Group Sale

Bin Location

Cust - Release Sale


Editing or Deleting Messages


To edit or delete the above message, when in the User Messages window - click on the Folder with a spyglass icon in the top left:


The below will appear:

Type any edit in the text box, and then click Edit Message. Then click Search again, and you will be able to see edited text;

To delete a message, highlight the row and then click the Delete button.

With Attachments Unticked

User

Customer 

Supplier

Send SMS Message

Show Messages






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