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Notification Settings

Multi-Channel Alert Configuration
Configure email, SMS, and push notifications for inventory alerts, sales events, financial updates, and system notifications. Control when and how your pharmacy team receives important alerts across all channels.

Notification Settings allow you to configure when and how your pharmacy receives alerts about critical events. Choose between email, SMS, and push notifications for different event types, ensuring your team stays informed without overwhelming them with unnecessary alerts.


Notification System Overview

  • Email Notifications
  • SMS Notifications
  • Push Notifications

Notification Categories

Inventory Alerts

Critical stock and expiry-related notifications to help manage inventory effectively.

Event TypeDescriptionRecommended Channels
Low Stock AlertProduct quantity falls below thresholdEmail, Push
Out of Stock AlertProduct quantity reaches zeroEmail, SMS, Push
Expiry AlertProducts approaching expiry date thresholdEmail (Daily Digest)
Expired Batch AlertProducts past expiry date still in stockEmail, Push
Batch Recall NoticeSupplier recall for specific batch numbersEmail, SMS, Push

Sales & Financial Alerts

Transaction and financial event notifications for operational awareness.

Event TypeDescriptionRecommended Channels
Daily Sales SummaryEnd-of-day sales totals and statisticsEmail
Large TransactionSales above configured threshold amountPush, SMS (optional)
Payment ReceivedCustomer payment for credit/insurance salesEmail, Push
Low Cash FloatCash drawer below minimum thresholdPush
Failed PaymentM-PESA or card payment failurePush

System Alerts

Technical and administrative notifications about system health and access.

Event TypeDescriptionRecommended Channels
Backup CompletedDaily database backup successfulEmail (once daily)
Backup FailedDatabase backup encountered errorEmail, SMS, Push
User AccessNew user login from unrecognized deviceEmail
System UpdatePharmaSync system updates or maintenanceEmail
License ExpirySubscription approaching expirationEmail, SMS

Configuring Notification Channels

1

Access Notification Settings

Navigate to Dashboard > Settings > Notification Settings from the settings navigation tabs. The page displays a matrix of event types (rows) and notification channels (columns) with toggles for each combination.

2

Configure Email Notifications

In the 'Email' column, toggle switches to enable/disable email notifications for each event type. Emails are sent to the business email address from Business Settings. For staff-specific events (like leave approvals), emails go to relevant staff members' email addresses. Email notifications include: Event details, Timestamp, Direct link to relevant section in PharmaSync, Recommended actions (if any).

3

Configure SMS Notifications

In the 'SMS' column, toggle switches for SMS alerts. SMS notifications are sent to admin phone numbers. IMPORTANT: SMS notifications consume credits from your subscription plan. Use SMS sparingly for critical, time-sensitive events only. Each SMS costs 1 credit (approximately $0.05-$0.10 depending on your plan). SMS messages include: Brief event description, Timestamp, Link to dashboard (shortened URL). Character limit: 160 characters.

4

Configure Push Notifications

In the 'Push' column, toggle switches for browser/mobile push notifications. Push notifications require: Browser permission granted (one-time prompt), Active session or PharmaSync mobile app installed. Push notifications include: Event title and brief description, Timestamp, Click to open relevant PharmaSync page. Push notifications are free and don't consume credits. They appear even when you're not actively using PharmaSync.


Category-Specific Configuration

1

Inventory Alerts Configuration

For inventory notifications: Enable 'Low Stock Alert' on Email + Push (you'll want to see these regularly but not urgent enough for SMS). Enable 'Out of Stock Alert' on all three channels (critical, needs immediate attention). For 'Expiry Alert', consider enabling 'Daily Digest' option (checkbox below the toggle) - consolidates all expiring products into one morning email instead of individual alerts. Enable 'Batch Recall Notice' on all channels (critical for patient safety and compliance).

2

Sales & Financial Alerts Configuration

For sales notifications: Enable 'Daily Sales Summary' on Email only (end-of-day report, not time-sensitive). Configure 'Large Transaction' threshold amount (e.g., KES 50,000) and enable Push notification for awareness. Enable 'Payment Received' on Email + Push (good to know, but not critical). Enable 'Low Cash Float' on Push (cashiers need to request change). Enable 'Failed Payment' on Push for immediate awareness and retry.

3

System Alerts Configuration

For system notifications: Enable 'Backup Completed' on Email only (daily confirmation, check in morning). Enable 'Backup Failed' on all channels (critical - requires immediate action). Enable 'User Access' on Email (security audit trail, review daily). Enable 'System Update' on Email (plan for maintenance windows). Enable 'License Expiry' on Email + SMS starting 30 days before expiry (ensure no service interruption).


Advanced Options

1

Configure Notification Frequency

For recurring events (low stock, expiry alerts), set frequency limits to avoid alert fatigue: Immediate (every occurrence - for critical events only), Hourly Digest (bundle alerts from past hour - balanced approach), Daily Digest (once per day at configured time, default 8:00 AM - for non-urgent events), Weekly Summary (every Monday morning - for trend awareness). Select different frequencies for different event types based on urgency.

2

Set Quiet Hours (Optional)

Configure hours when non-critical notifications are suppressed (e.g., 10:00 PM to 6:00 AM). Quiet hours apply to: Email notifications (queued and sent after quiet period), Push notifications (queued and sent after quiet period). Quiet hours do NOT apply to: SMS notifications for critical events (stock-outs, backup failures, security alerts), Any notification marked as 'Critical' or 'Urgent'. This prevents notification overload during off-hours while ensuring critical alerts still reach you.

3

Configure Recipient Groups

Set who receives specific notification types: All Admins (default - all users with admin/owner role), Specific Users (select individuals by name), Role-Based (e.g., only Inventory Managers for stock alerts, only Accountants for financial alerts). Inventory Managers receive inventory and expiry notifications. Accountants receive financial and payment notifications. Pharmacists receive batch recall and expiry alerts. IT/System Admin receives all system and backup notifications. This prevents alert overload by routing notifications to relevant personnel only.



Notification Best Practices

  1. Use SMS Sparingly
  2. Leverage Daily Digests
  3. Configure Quiet Hours
  4. Route to Relevant Personnel
  5. Review and Adjust Regularly
  6. Test Notification Delivery

Frequently Asked Questions


Related Documentation

Admin Settings

Admin Settings Overview

Complete guide to all system settings

Admin Settings

Inventory Settings

Configure low stock thresholds and expiry alerts

Admin Settings

Business Settings

Set business email and phone for notifications

Admin Settings

Report Settings

Configure automated report delivery via email


Notification System Configured
Your notification settings ensure you stay informed about critical events without alert overload. Test each channel to verify delivery, and adjust settings based on your team's needs over time.

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Notification Settings - Multi-Channel Alert Configuration | PharmaSync Documentation