Rover ERP March 2025 Master Class:
Mastering Workflow Management with Rover ERP
If managing tasks, tracking record changes, and staying ahead of key business events feels like juggling too many balls—you’re not alone. That’s exactly why Rover ERP’s Workflow Management exists: to make it easy to stay informed, accountable, and efficient with built-in alerts and automation.
In our March Master Class, we pulled back the curtain on how to turn Rover into your team’s silent project manager.
What You’ll Learn
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Event-Driven Alerts
Set up automated notifications for critical events—like customer credit holds, invoice issues, late POs, or new opportunities. -
In-System Notifications
Rover delivers instant, trackable messages and tasks inside the platform—directly tied to the records they affect. -
Customizable Triggers & Procedures
Design workflow alerts for specific events such as new customer creation or quote approvals—no coding needed. -
Historical Insight with Change Logs
Every field-level update is logged, giving you full visibility into who made changes and when. -
Effortless Navigation
Click into alerts to jump directly to the related record, whether it’s a PO, customer, or voucher.
Real-World Benefits
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Stay proactive with real-time alerts for key events.
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Reduce manual monitoring by automating common workflows.
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Improve accountability by assigning and tracking internal tasks.
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Simplify audits with a built-in history of changes and user actions.
What’s Coming Soon
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Workflow templates by department (e.g., AR, Sales, Purchasing)
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AI-generated workflow suggestions based on Rover BI trends
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Chained alerts to manage multi-step processes
Take Control of Your Operations
With Rover ERP’s Workflow Management tools, your team can focus less on chasing down updates and more on strategic work. Whether you’re improving communication, automating alerts, or creating audit-ready trails—Rover helps you work smarter.