Configure Incident Alerts

To help you monitor your integrations, you can configure account-wide alerts to notify you if certain predefined conditions are violated. For example, you can request email notifications if there is an error processing an order that originated from a specified store, that was also to be fulfilled at a specified warehouse.

These condition violations are grouped into incidents, with a granularity of your choosing. You are sent a notification after an incident opens (when conditions are in violation), and again after it closes (conditions are no longer in violation).

Note: Before you can create Incident Alerts, you need to configure at least one Notification Channel. If you have not yet created a Notification Channel, follow these steps first:

Add a Notification Channel.

Add a new Incident Alert

  1. Click Your Account Name in the upper-right corner of the Dashboard, and select Account settings.

In your PackageBee Dashboard, click your Account Name, then click Account Settings.

  1. Click the Alert Settings tab, then click Alert Policies.

Click the Alert Settings tab, then click Alert Policies.

  1. Click +Add Alert Policy.

Click +Add Alert Policy.

  1. Give your alert policy a descriptive Policy Name.

Enter a descriptive Policy Name.

  1. Under Incident Preference, specify how the incidents should be created when conditions in this alert policy are violated:
  • Per Policy - All violations within this policy are grouped into a single incident. A maximum of one incident is open at any given time per alert policy.
  • Per condition - All violations within a condition in this policy are grouped into a single incident. A maximum of one incedent is open at any given time per alert condition.
  • Per condition and target - An incident will open every time a target violates a condition in this policy.

Choose Incident Preference.

  1. Click the Notification Channels drop-down box, and choose one or more existing Notification Channels that you have previously created. Then, click Add alert policy.

Select one or more Notification Channels, and click Add Alert Policy.

The new Alert Policy is created, but it requires conditions. In the next steps, you will add conditions that define the policy's behavior.

Add conditions to the Alert Policy

  1. Each Alert Policy can contain one or more conditions. Click +Add Condition.

Click +Add Condition.

  1. Give your new condition a descriptive Condition Name.

Enter a descriptive Condition Name.

  1. Under Select Services, specify the services that trigger this condition. You can specify All services, or choose Some, then select them by group or individually:
  • Sales Order failures:
  • Import Failed
  • Export Failed
  • Order Failed
  • Shipment errors:
  • Store Error
  • Warehouse Error
  • Shipment Process Error
  • Shipment Error
  • Inventory errors:
  • Inventory Import Error
  • Inventory Export Error
  • Store Inventory Error

Select services for this alert.

Building Rules

A condition may contain one or more Rules, which are the individual logical components of your condition. Rules can be grouped, and combined using logical AND/OR, to express complex conditions for an alert.

  1. Under Select Condition, start building a rule. A dropdown is displayed with the categories Account, Merchant, Store, and Warehouse. Choose the category for this rule.

Choose the category for this rule.

  1. When you choose a category, you can choose the remainder of this rule: equal or not equal; and the entries in your account for that category. For example, "Warehouse equal to My Warehouse," or "Merchant not equal to My Merchant."

    When you've set all three components of the rule, click +Add Rule.

Click Add Rule.

  1. This rule alone is enough to make up your condition. However, if you want to build a more complex condition, you can add multiple rules to be combined logically. Repeat steps 10 and 11 for each rule you want to add to your condition, and click +Add Rule after each.

If desired, add additional rules.

  1. By default, multiple rules are combined with logical AND (all rules must be true for the condition to trigger.) Alternatively, you can combine them with logical OR (if any of the rules are true, the condition will trigger).

    To toggle logical operation, click AND or OR above the rules.

Click AND or OR above the rules to toggle logical operation.

  1. To further refine your condition, you can create a rule group, which allows you to evaluate a subset of rules with their own AND/OR logical operation.

    To add a group, click +Add group, then continue adding rules.

To create a subset of rules with their own AND/OR operation, click +Add Group.

Note: To delete any single rule, click the Delete button in that row.

If you want to erase all the rules for this condition and start building them again from scratch, click Reset.

  1. When you're finished defining the rules for your condition, click Add condition.

When all rules are configured, click Add Condition.

  1. To enable the condition and begin receiving alerts according to this policy and its conditions, toggle its ON/OFF switch to ON.

To enable the Incident Alert Policy, toggle the ON/OFF switch to ON.

Your Incident Alert Policy is now active. When the conditions you have defined are violated, you will be notified at your chosen interval. You will receive a notification when an Incident is opened, and when it is closed.

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