Reminders
Alerts and follow-up management
What types of reminders are there?
The app supports four reminder types:
- Low stock alerts — Triggered when inventory drops below your reorder threshold
- Customer follow-ups — Reminders for post-purchase follow-ups or party repayment deadlines
- Monthly reorder — Recurring reminders to reorder products for specific customers
- Custom — Any reminder you create manually for any purpose
How are follow-up reminders created automatically?
When you create an order with a conditional discount (party repayment), a follow-up reminder is automatically created with the repayment deadline as the due date. This ensures you never miss a follow-up with your customers about pending payments.
What actions can I take on reminders?
For each reminder you can:
- Complete — Mark as done when the action is taken
- Snooze — Postpone to a later date
- Dismiss — Remove the reminder if no longer needed
Completed and dismissed reminders are moved to history for your records.
How do I configure reminder settings?
Go to Reminders > Settings to configure default follow-up intervals (e.g., 2 days, 2 weeks, and 2 months after purchase), notification preferences, and which types of reminders you want to receive. You can customize these to match your business workflow.
What is the warehouse and product fulfillment setting?
The Product Fulfillment setting in Reminder Settings controls how order delivery is handled.
When I stock products (have a warehouse) is enabled, the app assumes products are shipped from your warehouse. Delivery reminders are generated for pending shipments.
When disabled, the Delivered Immediately option appears on the order form, allowing you to mark products as handed over in person. Enable this setting if you regularly ship products to customers rather than delivering them face-to-face.