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Policy Management & User Subscription Setting

Create monitoring policies in Point of Sale CMS to designate email addresses for receiving alerts about subscription or application-based events.

Accessing Monitoring Policies

Create, edit, or delete monitoring policies by going to Advanced > Monitoring.

Creating Monitoring Policies

To create multiple policies, select Create in the upper right of the page. Then, configure the fields by referring to their sections .

Basic Policy Information

Add details and activate your monitoring policy.

  • Policy Name: Enter a descriptive name to describe your policy.
  • Policy Type: Select the type of monitoring.

    • For APIs or SPIs, select "Application Alerts".

    • For all others (that is, Feeds, Aborted Orders, OMS Errors), select "Subscriptions".

  • Active: Turn on this switch to activate your policy. If turned on, this suspends any activity for this policy.

Subscribers

Subscribers are categorized into two groups:

  • Email List: This comprises users external to your organization who receive alerts. You can specify email addresses individually or upload a file containing a list of these users.
  • Internal List: This category includes internal users within your organization who will also receive alerts. Similarly, you can add them manually or upload a list via a file.

Subscriptions

Define what events your subscribers are alerted on. Multiple event types can be configured in a single policy.

Event

Notifies subscribers of events related to a specified feed.

Events include:

  • File not found: If the Feed Job is unable to find a file that was configured in the Scheduled Upload job.
  • Variance: If the Feed Job processing records vary from one process to the next. A corresponding configuration value of Variance needs to be set. The average records for feed variance alerts are calculated over the last 10 feed runs.
  • Threshold: If a fail percentage crosses a configured threshold, an alert is sent out. A corresponding configuration value of Threshold needs to be set.
  • Fail Status: If a feed or export job fails, an alert is sent.

The available feeds for monitoring include:

  • Advanced Shipping Notice (ASN)
  • Product (Full)
  • Product (Delta)
  • Product Inventory (Full)
  • Product Inventory (Delta)
  • Product Pricing (Full)
  • Product Pricing (Delta)
  • Product Sizing (Full)
  • Product Sizing (Delta)
  • Promotions
  • Store
  • Store Associates
  • Store Device
  • Store Inventory Delta
  • Store Inventory Full
  • Tax Rates
  • Tax Rates Flattened

Export

Notifies subscribers of failed exports. Exports can be found by going to Feeds > Export Jobs.

Aborted Orders

Notifies subscribers of all orders that have an order status of "ABORTED" in the Point of Sale (POS) app. This can occur, for example with payment failures.

Failed Orders (Manual Reconciliation)

Notifies subscribers of failed orders that need a manual reconciliation. This report can be found in CMS by going to Alerts > Failed Orders (Manual Reconciliation). You can configure the frequency of this event—daily, weekly, or monthly.

OMS Error Reporting (SF OMS)

Notifies subscribers if orders from Point of Sale are completed but fail to post to Salesforce.

OMS Error Reporting (NetSuite)

Notifies subscribers if orders from Point of Sale are completed but fail to post to NetSuite.

Order Export Failures

Notifies subscribers of failed order exports. Exports can be found by going to Alerts > Order Export Failures. Learn More