Automation Module

From the Automation module, you can set up notifications containing information about orders, sales, and/or inventory for your users and customers. DEAR notifications can be delivered as alerts in the notification centre, and/or as emails intended for one or more recipients. External notifications can also be set up to send information to third-party applications. Other features of the Automation module include workflow automation, which allows setting up events and actions that trigger automatically once certain conditions are achieved in sales processes, and tasks, which are linked with notifications to create workflows related to Purchases, Sales, Suppliers, Customers, Credit Notes, and Assembly/Disassembly. For more information on workflow automation, see: 1) Managing Workflow Automation in DEAR. https://support.dearsystems.com/support/solutions/articles/11000069008-managing-workflow-automation-in-dear/ 2) Tasks module – The Tasks Module: Using Notifications & Tasks to Create Workflows. https://support.dearsystems.com/support/solutions/articles/11000049595-tasks-module/