Knowledge base

Below is a video to walk you through un-applying (unallocating) a payment in a customer’s account. The pdf below contains a printable version of the steps from this video.

May 21, 2020

The video below will demonstrate how to merge two customer accounts in Alert. The PDF below contains printable steps to go along with the Video.

The video below will demonstrate how to load reports from the Alert Report Share on this website so that they can be used in Alert. The document below contains printable steps for the video.

This video will teach you how to enter/manage Work Orders.

Demo of how Web Requests work in Alert.

This is a video series on the Purchase Order Module in Alert. It has been divided into several pieces.  There are PDFs below which go with the videos.  The first PDF below- PO_Setup goes with the video on setting up PO.  The second PDF below- Purchase_Order goes with the series of videos on Purchase Order […]

This video series  covers how to use the Dispatcher Dashboard module.  There are 5 parts to the video series and they are numbered 1-5. The PDF “Dispatcher Dashboard” includes the printable guide to go with this video  (we recommend printing the guide before watching the videos) The PDF file “DispatcherDashboard2015” is an update that includes all of […]

The video and pdf below will walk you through the End of Year Procedures which need to be run in Alert.  Some are time-sensitive reports which your accountant will need for paying taxes and some are processes which clear out the year and get Alert ready for the new year. **Please note the video is in […]

The pdf and video below will walk you through adding new sales items to your Alert inventory.