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Proactive alerts · debt and stock: Before you ask, emily tells you.

There are two things nobody should find out late: a customer who stopped paying, and a product that ran out. emily watches both and tells you when they happen — with the ERP's figures and the next step ready.

  • Aveiro Dist. is 14 days overdue€82K open · oldest invoice 22 Aug
  • Cotton yarn TX-240 is below minimum stock38 cases left · min 120

Two alerts, and only two

What emily watches today.

emilyonline

Today

Rep, voice note: 0:14Just left Aveiro. They want a tasting next week and asked for the organic price list.
18:41
emily: Logged to Aveiro Dist. — tasting pencilled for Thu 10:30, and a task to send the price list.
18:41create_note·Aveiro Dist.
Rep: And this week's numbers?
18:43
emily: vendas-w38.xlsx€61,400 · +8% vs W37
18:43
01

Overdue debt

The total overdue, the five biggest debtors and for how long. A customer with an unusually large balance is treated as more urgent.

02

Stock below minimum

Any product that drops below its minimum stock level. A product at zero is more urgent than one that's simply below minimum.

In practice

From alert to action.

An alert in chat

  1. toolalert·overdue debt
  2. emily08:00

    Aveiro Dist. has €82,140 overdue, for 14 days. Shall I draft the payment reminder?

  3. Rep08:02

    Yes, draft it.

Plainly

What she doesn't watch yet.

Today, emily doesn't watch margins, deliveries or other indicators on her own — only overdue debt and stock below minimum. You can always ask about the rest.

The stock alert needs the direct ERP connection, because it reads live stock. Alerts work with Cegid PHC today. Separately, she notices what's slipping in your own work — a deal gone quiet, a meeting with no notes, a client who never replied — and keeps it for your briefing.

FAQ

Frequently asked questions.

  • Two: customers with overdue debt, and products below minimum stock. Nothing else is watched on her own, for now.

  • Yes. The alert and the overdue debts report use the same rules and the same figures, checked to the cent against the ERP.

  • Proactive alerts work with Cegid PHC today. With Ahora ERP, you can ask about the same things at any time.

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