Custom notifications let you set your own reminders on a supplier, such as a review meeting or a certificate check, for things the automated reminders don't cover. To set them on contracts, savings or sourcing activities, see Create Custom Notifications.

Before you start

Only users who can edit the supplier can create, edit or delete its custom notifications. If the supplier is restricted to its owners, only owners and administrators can. Custom notifications need the Supplier Plus plan; without it, you'll see an upgrade prompt when you click Create. They can't be added to demo records.

Create a custom notification

Open the supplier

Go to Supplier Management > Suppliers and click the supplier's name.

Open the Custom Notifications tab

Click Create Custom Notification.

Write the message

In Notification Message, say what needs to happen, for example Check the insurance certificate before the quarterly review. This field is required, up to 500 characters.

Choose whether it repeats

In Repeat Interval, choose Do Not Repeat, Repeat Every Month, Repeat Every Quarter or Repeat Every Year.

Pick the date

In Notification Date, choose when the notification is sent. It must be today or later.

Click Create

The notification is added to the Upcoming Custom Notifications table.

Edit or delete a custom notification

Find the notification

On the Custom Notifications tab, find it in the Upcoming Custom Notifications table. The table shows the Notification Message, Notification Date and Created By.

Open the Actions menu

  • To change it, click Edit, update the fields and click Update.

  • To remove it, click Delete, then click Delete again to confirm.

What happens next

  • Who receives it: the person who created the supplier record, all Supplier Owners and you, as the notification's creator.

  • How it's sent: on the notification date, each recipient gets an in-app notification and an email with a link to the supplier. Inactive users are skipped.

  • Repeats are scheduled automatically: once a repeating notification is sent, the next one is scheduled a month, a quarter or a year later, until you delete it.

  • Sent notifications move to the past table: they're listed under Past Custom Notifications on the same tab.

💡 Tip: Document expiry reminders are sent automatically, and replacement documents can be requested for you. See Automated Supplier Notifications and Automate Supplier and Contract Document Renewals.

Troubleshooting

The Create Custom Notification button is greyed out

You can't edit this supplier, or it's restricted to its Supplier Owners. The button is also unavailable on demo records.

A new Supplier Owner didn't receive a notification

Recipients are set when the notification is created. People who become owners later aren't added. Delete the notification and create it again.

An upgrade window opened when I clicked Create

Custom supplier notifications need the Supplier Plus plan. Ask your administrator about upgrading.

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