Item Alert Messages 

Item Alert Messages are customizable prompts that appear when certain items are added to an order. These alerts help ensure important information is acknowledged before completing a sale. 

 

Item Alert Messages can serve as:

• Reminders:
  Example- "Don't forget to offer Warranty!” to a tool item at a hardware store.
  
  

• Warnings:
  Example - “This item contains peanuts” to a trail mix item in a corner shop.

 

• Requirements:
  Example - “Customer must be over 21. Check ID” to an alcoholic beverage item at a gas station. 

   

  
  
  
  Access Item Alert Messages in the Back Office 

  
  

  1. In the Portal click Items on the left side of the navigation menu.

  2. Then select Item Alert Messages from the dropdown listings.

  3. The Item Alert Messages page, allows you to view all current Item Alert Messages, as well as, allowing you to Add, Edit and Delete Item Alert Messages.
     
     

  
  
  

  
  

  Add an Item Alert Message

  
  

  1. On the Item Alert Messages page select the Add Message button on the top right side of the screen; this will direct you to the Add Message page.

  2.  Enter the information in the provided fields
     
     

  

  
  

  Message
  The text that will be displayed before an Item can be added to an order.
  
  

  Message Type
  This is the type of Message that will be displayed before an Item can be added to an order.

  
  

  Validation Types: Choose how the item will be validated before an Item can be added to an order.   

         Generic - Requires a custom confirmation or input. 

         Minimum Age Requirement - Requires age verification by birthdate.

         None - Displays an informational alert without requiring input.
  
  

  Validation Value
  Required value that must be verified before an Item can be added to an order.
         Example: The Date of Birth for an age restricted purchase.
  
  

  Input Required
  Check this box if the alert requires input before the order can continue.
  
  

  Show Alert Text on Receipt
  When selected, a message will also appear on printed/emailed receipts. The alert will include a symbol that links it to the relevant order item for clarity.

  
  Receipt Alert Text- the exact text that will appear on the receipt
  
  

 

 

3. Once all of the information for the Item Alert Message has been entered, click Save at the bottom right side of the page.

Edit an Item Alert message

 

1. On the Item Alert Message screen, find the alert that you want to update.

2. Click on the pencil icon next to the message name.

3. Make your changes, then click save.
   
   
   
   

Delete Item Alert Message 

 

1. On the Item Alert Message screen, find the alert that you want to delete.

2. Click on the trashcan icon next to the message name.

3. A pop-up will appear asking to confirm you want to discard your Item Alert Message. Click the OK button to delete or cancel to go back.