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  1. CFA MX
  2. CFAMX-3020

Restaurant level opt-in email notification for Inventory Extension Report

    Details

    • Type: Feature Request
    • Status: Closed (View Workflow)
    • Priority: Major
    • Resolution: Completed
    • Affects Version/s: None
    • Fix Version/s: CFA 2019R3
    • Component/s: Exports
    • Labels:
      None

      Description

      Currently within MXConnect, users have the ability to turn on an email alert with the Daily Sales report that fires whenever the day is finalized. Similar to this existing functionality, we'd like to add an additional alert that can be turned on so that when the Restaurant's monthly inventory count is applied, an email is generated to the store which contains the report as a PDF attachment.

      User Stories:

      As a user, I want to be able to turn on an alert which will email me the Inventory Extension Report to my store email address as soon as the monthly count is applied, so that I can quickly view monthly inventory metrics without having to log into InFORM and generate this report manually.

      As a user, I want to be able to turn on or turn off this new alert from the Notifications Settings page in Mobile for easy toggling of the feature. 

      As a user, I want the email message body to contain the following information: Store/Business period (i.e. the month for which count was applied), the apply timestamp, and the user that applied the count, so that I can quickly identify when the count was applied and by whom, before even opening the PDF attachment. 

      See mocked-up screenshot below:

       

       

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              • Assignee:
                will.englefield Will Englefield (Inactive)
                Reporter:
                will.englefield Will Englefield (Inactive)
              • Watchers:
                1 Start watching this issue

                Dates

                • Created:
                  Updated:
                  Resolved:

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