TEZ · ALERTS & BUSINESS AUTOMATION

Set the rule.
Let business follow through.

Automate alerts, reminders and management updates around the transactions, thresholds and commitments already captured in TEZ ERP.

AUTOMATION CONTROL Today’s scheduled activity
18 ACTIVE
SENT TODAY 146 Across 3 channels
ACTION NEEDED 12 Exceptions surfaced
09:00 Daily sales MIS EMAIL · SENT
10:30 Low-stock threshold WHATSAPP · 8 ITEMS
12:00 Receivable reminder SMS · 24 PARTIES
16:00 PDC due tomorrow EMAIL · SCHEDULED
NEXT RUN · 16:00 Rules watch the business. Teams act on exceptions.
EVENT-BASED ALERTS EMAIL · SMS · WHATSAPP SCHEDULED MIS CONFIGURABLE RECIPIENTS
AUTOMATION WITH BUSINESS CONTEXT

Routine follow-up
should not rely on memory.

TEZ watches the events and commitments already inside the ERP, then delivers timely information to the people who need to know without another manual list.

WHAT TEZ CAN AUTOMATE

Six workflows.
Fewer loose ends.

Transaction alerts

Notify selected recipients when invoices, payments, purchase orders and other transactions are created or updated.

Daily MIS summaries

Deliver scheduled sales, purchase, collection, expense and operating summaries to owners and decision-makers.

Low-stock alerts

Flag inventory that reaches or falls below its configured reorder level before fulfilment is affected.

Receivable reminders

Send upcoming and overdue payment reminders to customers through configured communication channels.

PDC alerts

Keep post-dated cheque commitments visible before their due dates and planned collection actions.

Customer occasions

Trigger personalised birthday and anniversary messages using reusable communication templates.

FROM RULE TO RESULT

Configure once.
Run continuously.

Choose the event

Select the transaction, threshold, due date or occasion that should start the workflow.

Set the audience

Direct the communication to the owner, customer, vendor, employee, agent or branch.

Choose the channel

Use email, SMS or WhatsApp according to the automation and configured communication balance.

Shape the message

Apply an approved, reusable template with the relevant transaction or customer context.

Let TEZ follow through

TEZ monitors the rule and sends the right information when the condition is met.

THE RIGHT MESSAGE. THE RIGHT PERSON.

One event.
Different audiences.

Configure transaction alerts for the people involved in the work while management receives the wider operating picture.

OWNER Daily MIS and exceptions CONTROL
CUSTOMER Invoices and payment reminders SERVICE
AGENT Sales and transaction updates FOLLOW-UP
BRANCH Location-level activity ACTION
VENDOR Purchase and payment communication COORDINATION
AUTOMATE COMMUNICATION. KEEP CONTROL.
“The system sends the message. Your rules decide why, when and to whom.”

Templates, recipients and channels stay configurable so automation supports the operating process instead of becoming noise.

LESS CHASING. FEWER MISSED MOMENTS.

Make follow-through part of the system.

Put TEZ Automation to work