What are flags in Scanlily?

Flags are special attributes with predefined dropdown values that let you mark items for attention, such as Broken, Dispose, Lost, Need to Recharge, Need to Renew, Need to Service, or Restock.

Where is the Flag field located?

The Flag field appears on item pages, though it may not be included in all item types by default and can be added through item type customization.

What flag options are available?

Default flag options include (not flagged), Broken, Dispose, Flagged, Lost, Need to Recharge, Need to Renew, Need to Service, and Restock.

Can I customize the flag values?

Yes, administrators can edit the list of flag values by clicking the pencil icon next to the Flag attribute in the item type editor and modifying the comma-delimited list.

Where do flagged items appear?

Flagged items appear in filters and reports, making it easy to view all items with specific flag statuses across your inventory.

How do I set a flag on an item?

Open the item page, locate the Flag field, click the dropdown, and select the appropriate status like "Need to Recharge" or "Broken."

What are alerts in Scanlily?

Alerts are automated notifications sent via email, push notifications, and displayed on the dashboard when specified inventory conditions are met.

How do I access the alerts feature?

Click the scan icon in the bottom right corner of the screen, then select "Alert" from the menu.

What types of alerts can I create?

You can create Cost alerts, Current Value alerts, Expiration Date alerts, Flag alerts, Price alerts, Quantity alerts, and Warranty Expiration Date alerts.

How do I create a new alert?

Navigate to the item, click the scan icon, select "Alert," then click "Add Alert" and choose the type of alert you want to create.

What is a Flag alert?

A Flag alert sends notifications when an item is flagged with a specific status, such as when equipment is marked as broken or needing service.

What is a Quantity alert?

A Quantity alert notifies you when an item's quantity falls below a specified threshold, helping prevent stockouts.

What is a Cost alert?

A Cost alert triggers when an item's cost falls below or rises above a specified value, useful for detecting pricing changes or errors.

What is an Expiration Date alert?

An Expiration Date alert notifies you a specified number of days before an item's expiration date, helping manage perishable inventory.

Can I send alerts to specific people?

Yes, Power Users, Administrators, and Superusers can specify which individual users or Shared Action Teams receive alert notifications.

How long does it take for an alert to trigger?

Alerts typically trigger within about one minute after the condition is met, depending on the app's refresh rate.

Can I have multiple alerts on one item?

Yes, you can set multiple different alerts on a single item, such as a quantity alert, flag alert, and cost alert simultaneously.

How do I edit an existing alert?

Click the pencil icon next to the alert you want to modify, make your changes, and save.

How do I delete an alert?

Click the pencil icon next to the alert, then select the delete option.

Where do triggered alerts appear?

Triggered alerts appear as notifications on your home screen, in a dedicated Alerts section on the dashboard, and are sent via email and push notifications.

Can I see alert history?

Yes, the Alerts page shows when each alert was last triggered and includes timestamps showing exactly when alerts fired.

What information does an alert notification include?

Alert notifications include the item name, the condition that triggered the alert, and the timestamp of when the alert was triggered.

Can I filter items by flag status?

Yes, flagged items appear in your filters, allowing you to view all items with specific flag statuses.

Do flags appear in reports?

Yes, flag information is included in Scanlily reports, making it easy to generate lists of items requiring attention.

Why would I use both flags and alerts together?

Flags let you manually mark items needing attention, while alerts automate notifications about those flags and other conditions, ensuring nothing is overlooked.

Alerts and Flags

Name: Alerts and Flags
Uploaded: 2025-08-26T10:30:39

Learn how to use Scanlily's flags to mark items for attention and set up automated alerts that notify you via email, push notifications, and dashboard displays when items need recharging, quantities run low, prices change, expiration dates approach, or equipment gets flagged for service.

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