Alerts
Alerts watch your business and tell you when something needs attention, so you find out about a problem from SBB rather than from a customer.
What they watch
- Low stock — items at or below their reorder level
- Expiring stock — batches approaching or past expiry
- Overdue invoices — customers past their due date
- Cash position — a money location running low
- Unusual activity — a transaction well outside your normal pattern
- Review backlog — entries piling up unconfirmed
- Payroll — an upcoming run, or a funding shortfall
Making them useful
The failure mode for alerts is noise. Twenty alerts a day get ignored within a week, and then the one that mattered gets ignored too.
Set thresholds you would actually act on. If you would not reorder at 15 units, do not alert at 15 units.
Alert on the exceptional, not the routine. "A sale happened" is not an alert. "Cash is below one week of wages" is.
Turn off what you never act on. An alert you dismiss every time is training you to dismiss alerts.
Give stock alerts real reorder levels — based on how fast an item sells and how long resupply takes. See Inventory.
Where they appear
Active alerts show on Alerts, are summarised in the AI Brief, and appear on Home. Anything unresolved keeps showing rather than scrolling away.
Alerts vs signals vs workflows
| Purpose | |
|---|---|
| Alerts | Something in the business needs attention now |
| Signals | Turning messages and receipts into transactions |
| AI workflows | Clearing accumulated review work efficiently |