System
Which notifications Rocket ERP sends
The notifications each module sends, what triggers them and who receives them - from purchase order approvals and low stock to leave requests, payslips and project reminders.
5 min readLast updated
In this article
Every notification listed in Administration › System › Notification Admin is sent by Rocket ERP when its event happens. This article gives examples from each module and who receives them, so you can decide what your company keeps. To switch them on or off, see Choose which notifications your company sends.
Who receives a notification
The row's Sent to line names the people: the owner of the record, the approver of a step, a store keeper, or the employee.
Nobody is notified about something they did themselves. If you receive a stock transfer you raised, you get no "received" notice.
Some notifications go to everyone holding an approval role, such as Accountant, Sales Manager or General Manager. Fill these roles in Approval roles; a role nobody holds notifies nobody.
The tables below list each notification's built-in recipients. You can add approval roles, user groups or users to any of them, or send it to other people instead; see Choose who receives it. Notifications about one person only, such as a payslip, always go to that person alone.
Only the modules in your plan appear, in this order: CRM, Sales, Purchasing, Inventory, Manufacturing, Accounting, Projects & contracting, Tasks & approvals, Customer service, HR & payroll, Messages & reports, and Account & security.
Sales, purchasing and inventory
Notification | Sent to |
|---|---|
Sales invoice created (in-app only at first; till sales only to the people you add) | Sales Manager role |
Sales invoice deleted | The invoice's author and the Accountant role |
Sales invoice overdue (once a week per unpaid invoice) | The invoice's author and the Accountant role |
Sales quotation created | Sales Manager role |
Purchase order to approve | The people who approve purchase orders, never the order's author |
My purchase order approved, My purchase order rejected | The person who raised the order |
Goods received for my purchase order | The person who raised the order |
Item out of stock, Item below its reorder level | Users who can open the alarms dashboard |
Stock transfer to receive | The keeper of the destination store |
My stock transfer received | The person who raised the transfer |
Stock quantity adjusted (in-app only at first) | The store's keeper |
Manufacturing and accounting
Notification | Sent to |
|---|---|
Work order created (in-app only at first) | The Planner role and the work order's author |
Work order started, completed or cancelled | The person who created the work order |
Materials short for a work order | The Procurement role and the work order's author |
Journal entry to approve | The people who approve journal entries, never its author |
My journal entry approved or rejected | The person who posted it |
Customer payment received | The Accountant role and the author of the invoice it settles |
Supplier payment made | The Procurement role |
Bank reconciliation completed | Accountants who reconcile banks |
CRM and customer service
Notification | Sent to |
|---|---|
A lead is assigned to me | The salesperson |
New opportunity for me | The opportunity owner and its team |
Activity assigned to me | The person the call, meeting or task is for |
Opportunity won, Opportunity lost | The opportunity owner and its team |
Offer or award needs approval | The approver of the step |
Warranty ending: maintenance opportunity | The owner of the original opportunity |
Ticket reply due soon, Ticket reply overdue | The ticket's assignee |
Maintenance visit assigned | The technician |
Projects, tasks and approvals
Notification | Sent to |
|---|---|
Request waits for my decision, Gate waits for my approval | The approver of the step and their delegate |
Reminder: request still waits for me, Request escalated to me | The approver, then the escalation role |
Task assigned to me, My task is due | The task's assignee |
Billing milestone due, Customer payment due soon | The project manager and the Accountant role |
Customer payment overdue | Sales Manager at 30 days, General Manager at 60 and 90 |
Project cash below its limit | The project manager and the General Manager role |
Weekly project report | The General Manager role |
Submittal to review, Submittal answered | The reviewer, then the person who prepared it |
Factory test passed, Provisional acceptance signed | The project manager |
Delivery on its way to site | The project manager and the site store keeper |
Punch item assigned to me, Project issue assigned to me | The person it is assigned to |
HR and payroll
Notification | Sent to |
|---|---|
Leave request waits for a manager, Expense claim waits for a manager | The employee's direct manager, else the department manager |
HR request waits for approval | The approver of the step, when the request follows an approval chain |
My leave approved, My leave rejected | The employee |
My expense claim approved, My expense claim rejected | The employee |
My payslip ready, Salary deposited | The employee |
Payroll run processed | The people who approve payroll |
New employee added | Onboarding staff and the department manager |
Messages, reports and account notices
New chat message and Report export ready go to the members of the conversation and to the person who exported the report.
Account & security notices, such as the welcome e-mail, the password reset link and the message allowance warnings, are always on.
Common questions
Why did nobody receive a role's notification? Nobody holds that role yet. Add people in Approval roles.
Why do some notifications start in the app only? They happen many times a day, such as every invoice saved. Add e-mail or push only if someone needs them there.