Every alert Bohari can send, what sets it off, who is told, where it lands (in the app, as a phone push, or by email), and how each person chooses which ones reach them.
An alert is Bohari telling a person that something needs them: a delivery came in short, a licence is about to lapse, a purchase order is waiting for a signature. The system watches for the event, works out who ought to hear about it, and delivers it on the channels that person has switched on. This guide is the full list, so an owner or manager can see in advance what their team will receive and why.
Who is told, and why not everyone
Each alert has a rule for its audience, and the rule is built on what a person is allowed to do, not on their job title. A low-stock alert goes to the people who receive goods and the people who buy, not to everyone with a login. Roles are bundles of permissions (see Roles & Permissions), so if you change what a role can do, you change who hears about it.
Two rules apply across the board:
- Branches. Where an alert is about one outlet, only people who work at that outlet hear about it. A person pinned to one branch is not told about another branch's stock or variance, because an alert carries real figures. People with no branch restriction, such as Finance or an Admin, hear about every outlet.
- The person who did it. For most alerts the person whose action set it off is not told. The author of a waste note does not need telling that it is waiting for approval. A few alerts, like the daily summaries and reminders, are not caused by anyone and so reach everyone they apply to.
An alert is also not repeated needlessly. The same low-stock or out-of-stock alert for an item is held back for a day, and each summary is sent once a day.
The alerts
Channels shown are the defaults for a person who has changed nothing. App is the in-app notification bell, Push is the phone, Email is email. Every alert reaches the app and the phone by default; the Email column says which also send an email.
Approvals
Something is waiting for you to accept or reject. These cannot be switched off in the app, because an approver who mutes a summons breaks the control that the approval exists for.
| Alert | Fires when | Who is told | |
|---|---|---|---|
| Waste note waiting for approval | A waste note needs a second person: the recorder's write-offs that day at that storage location, this note included, reach the approval threshold, or the note has a line Bohari cannot value | People who can approve waste, at that outlet | No |
| Stock count waiting for review | A stock count is submitted | People who can approve stock counts, at that outlet | No |
| Purchase order waiting for your signature | A purchase order reaches a step of its approval chain that you may sign | People who hold the signing permission for that step, at that outlet. Never the person who raised it | Yes |
| Requisition waiting for a decision | A requisition is submitted | People who can approve requisitions, at that outlet | No |
| Cash purchases over the daily limit | One person's cash purchases for the day at an outlet pass the daily cash purchase limit. The purchase still posts; the alert asks for a review | People who can review cash purchases, at that outlet | No |
| Daily summary of what waits for you | 08:00 Nairobi time, when anything is waiting at an outlet you reach | Each person, with only the counts that are theirs to act on: waste notes for people who can approve waste, stock counts for people who can approve counts, and undecided supplier invoices for people who manage supplier invoices | No |
The daily summary is the one approvals alert you can switch off, since the individual alerts above still reach you.
Stock
| Alert | Fires when | Who is told | |
|---|---|---|---|
| Item below its minimum | A movement takes an outlet's balance below the item's minimum level | People who receive goods at the outlet, and people who manage items | No |
| Item out of stock | A movement takes an outlet's balance to zero or below | The same people | No |
| Large variance after a count | An approved stock count moves stock by the variance threshold or more, in value. After the first approved count at a location, a count with lines Bohari cannot price alerts whatever its value | People who can view reports, at that outlet | Yes |
| Morning summary of items below minimum | 08:00 Nairobi time, when any item held at an outlet is below its minimum | The same people as the low-stock alert, with one message listing their outlets | Yes |
| Large variance on a bar shift | A closed bar shift with its sales imported shows a variance over the threshold | People who manage shifts at that outlet | No |
| Bottle sign-out still open | 08:00 Nairobi time, for a bottle signed out more than 12 hours ago and not yet closed, for up to three mornings | People who manage shifts at that outlet, plus the custodian and the person who signed the bottle out | No |
| High-value bottle signed out | A bottle worth more than the sign-out threshold leaves the shelf | People who can approve stock counts, at that outlet | No |
| Yesterday's sales not imported | Noon Nairobi time, when yesterday's sales are not in for an outlet that imports on that weekday | People who can import sales, at that outlet | No |
| Stock count due or overdue | 08:00 Nairobi time, for a count schedule that is due or past due | People who can perform or approve stock counts, at that outlet | No |
| Branch transfer not received | A transfer between branches has been in transit for more than 24 hours | People who can approve stock counts at either end | No |
| Branch transfer arrived short | A transfer arrives short, or over, by the variance threshold or more, in value | People who can approve stock counts at either end | No |
Purchasing
| Alert | Fires when | Who is told | |
|---|---|---|---|
| Your purchase order was decided | A purchase order you raised is approved or rejected | The person who raised it | No |
| Your requisition was decided | A requisition you raised is approved or rejected | The person who raised it | No |
| Delivery short, over or rejected | A delivery is posted short, over, or with rejected lines | The person who raised the order and the people who manage suppliers at that outlet. Never the person who received the goods | No |
| Supplier invoice flagged or blocked | An invoice fails the three-way match | People who can approve supplier invoices at that outlet, and when the problem is a price or the VAT, the people who manage suppliers. Never the person who entered it | Yes |
| Supplier invoice due for settlement | An invoice reaches its payment terms unsettled, and again a week later | People who can record settlements, at that outlet. Anyone who approved that invoice is left out | Yes |
| Supplier prices rose on an invoice | An invoice line costs more than last time from that supplier, beyond the price tolerance | People who manage suppliers at that outlet, except the person who entered the invoice | No |
Licences and filings
| Alert | Fires when | Who is told | |
|---|---|---|---|
| Licence or document expiring | A licence or document enters its alert window, or expires | People who manage compliance | Yes |
| Filing coming due | A filing reaches one of its reminder days. A filing already past due is reported as overdue while one of its reminder days is still unsent | The person named as owner of that obligation, alone. If nobody is named, or the owner is no longer active, the people who manage compliance (for a single premises, those at that outlet) | Yes |
See Licences & the Compliance Calendar for how reminder days are set.
Security
| Alert | Fires when | Who is told | |
|---|---|---|---|
| Agent connection created | A connection token for an outside agent is created in your name | You, and the people who manage users | Yes |
| Your account was locked | Your account is locked after repeated failed sign-ins | You | Yes |
Both are always on and cannot be muted: a credential minted in your name must reach you, and so must a lockout.
Assistant
| Alert | Fires when | Who is told | |
|---|---|---|---|
| Agent proposal waiting for you | A connected agent proposes a change for you to decide | The person the agent acts for | No |
| Monthly AI budget spent | The company's monthly AI token budget is used up and a request is refused | People who manage AI settings | Yes |
Account and subscription
| Alert | Fires when | Who is told | |
|---|---|---|---|
| Subscription payment failed | A subscription payment fails (not when a payment prompt is simply cancelled) | People who manage billing | Yes |
| Subscription renewal due | The paid period ends in seven days, and again on the day, with no newer payment | People who manage billing | Yes |
Both are always on. A company losing its service is not a preference.
Where alerts land
In the app. Every alert appears in the notification bell on the web and under the Alerts tab on the phone, with a link to the record it is about.
Push on the phone. Alerts also arrive as a push notification on any phone where the person has signed in to the Bohari app and left Push Notifications switched on under Profile. By default the push shows a generic banner and the detail (who counted what, an invoice's value, a supplier's name) is only visible once you open the app, so it never sits on a lock screen. A person can change this under Profile on the phone, with the Hide Notification Details switch.
Email. An email is added to a queue and sent by Bohari's email provider. If a send fails, Bohari tries again several times over a few hours before it gives up, so a brief provider outage does not lose an alert. Email is on by default only where it matters most to someone who may not be looking at the app: licences and filings, security, account and subscription, and the specific alerts marked Yes in the tables above. For everything else it is off until a person switches it on.
Digests
Some alerts are summaries rather than events, so that a manager reads one message in the morning instead of twenty through the day. All run at 08:00 Nairobi time:
- Daily summary of what waits for you. What is waiting for you to decide, summed across the outlets you reach.
- Morning summary of items below minimum. Every item below its minimum at your outlets, in one message.
- Bottle sign-out still open and Stock count due or overdue are checked on the same morning sweep, and sent as they are found.
Each digest is sent once per day per person, however many times the sweep runs.
Choosing what reaches you
Every person controls their own alerts, in two places on the Profile page:
- Where alerts reach you. A grid of alert categories against the three channels (In app, Push, Email). Switch a channel off for a whole category. Cells marked Always on cannot be switched off: in-app approvals, and both in-app and email for security and for account and subscription.
- Which alerts you get. One switch per alert, grouped by category. Switch off any alert you do not need. The alerts that are Always on are the ones marked as such above: the approvals that need your signature or decision (waste, count, purchase order, requisition, cash purchase limit), the two security alerts, and the two subscription alerts.
On the phone, the same two sets of switches are on the Services screen (the centre tab), under Alert preferences. Your choices are per person and per company, and they follow you between the web and the phone. Switching an alert off stops it from firing for you at all; switch it back on and it fires again from then on.
FAQ
Why did I not get an alert about another branch? Alerts about an outlet go only to people who work there. If you are pinned to one branch, you will not be told about the others. Ask an administrator to change your branches if you should be.
Why did I not get an alert about something I did myself? For most alerts the person who caused it is left out, on the basis that you already know. The exceptions are the summaries and reminders, which are not caused by anyone.
Can an administrator switch a person's alerts on or off for them? No. Each person chooses their own. Administrators control who is eligible to be told, through roles and outlet access.
Can I get alerts by SMS or WhatsApp? No. The channels are the app, phone push and email.
An email never arrived. Check the person's Email switch for that category and the switch for that single alert, then the spam folder. If it is still missing, contact Bohari support: the email provider is set up on the platform, not in your company's settings.