Ritzy Shipping • User Manual

Notifications

Real-time messages between colleagues, plus shipment-aware alerts — automatic notifications when a job milestone is completed, daily reminders for milestones due soon or recently overdue, and on-demand activity emails for Marine appointments.

Ritzy One • Shipping edition  |  Audience: Operations, Documentation & administrators

1 About notifications

Ritzy has two kinds of notification:

Related guide
Milestone set-up (master, templates, entry, the Track Shipment timeline) is covered in the separate Milestone Module tutorial. This manual focuses on the notification side.

2 The notification pop-up (toast)

When a message arrives while you are logged in, a small toast appears in the top-right corner. Ritzy checks for new messages about every 15 seconds.

FieldMeaning
FromWho sent it (a colleague, or the system for milestone alerts).
SubjectThe headline (up to 100 characters).
MessageThe full text (up to 2000 characters).
SentDate and time it was dispatched.

High-priority messages are highlighted in soft amber.

Toast buttons

Offline is fine
A message sent while you're logged out appears at your next login.
Ritzy Notification
From: USER1
Subject: Milestone overdue 2 day(s): Discharged at destination port
Sent: 2026-06-19 13:54
JOB JOB/0001 (SI): milestone “Discharged at destination port” was scheduled for 2026-06-17 and is still pending — 2 day(s) overdue as of 2026-06-19.
1 of 4
Mark Read Next Reply… Close
Fig. The pop-up notification — mark it read, step through with Next, or Reply.

3 My Notifications inbox

Open My Notifications from the Tools menu (or the toolbar button) for your recent notification history, with two tabs:

Notifications are kept for 7 days
To stop old alerts from piling up, Ritzy automatically removes any notification older than 7 days — it disappears from both the Received and Sent lists and stops popping up as a toast. The clean-up runs in the background at login; nothing needs to be done by hand. Anything you want to keep beyond a week should be acted on (or noted elsewhere) before it ages out.

Received

Columns: From (with a presence dot), Subject, Priority, Received, Read. Click a row to read it; double-click to mark read; Refresh reloads.

Sent

Your outgoing messages, with a Read column showing when each recipient opened them.

Legend: Online Offline.

My Notifications
ReceivedSent
FromSubjectPriorityReceivedRead
USER1Milestone overdue 2 day(s): Discharged at destination portNormal2026-06-19 13:55
USER1Milestone due today: Vessel departed originNormal2026-06-19 13:542026-06-19 13:55
USER1Milestone reached: Export customs clearedNormal2026-06-19 13:472026-06-19 13:48
USER2Job email: JOB/0002 documents sentNormal2026-06-19 13:40
Refresh Online Offline Close
Fig. My Notifications inbox — bold rows are unread; the dot shows whether the sender is online.

4 Sending a message & presence

  1. Click Send Notification....
  2. Tick Recipients (each shows a green/red presence dot), or tick Send to all users.
  3. Enter a Subject and Message.
  4. Choose Normal or High priority.
  5. Click Send.
How presence works
You're marked active every 15 seconds while logged in; a colleague shows online if active within the last minute and goes offline as soon as they close Ritzy.
Send Notification
Recipients:
Admin (ADMIN)
Alex Carter (ACARTER)
Bina Rao (BRAO)
Carlos Diaz (CDIAZ)
Dana Evans (DEVANS)
Sample User (SUSER)
Send to all users
Subject:
Hello
Message:
This is a sample message.
Priority:
Normal High
SendCancel
Fig. Send Notification — tick one or more recipients (or Send to all users), type a subject and message, set the priority, and click Send.

5 Milestone completion alerts

When a job milestone is marked complete, Ritzy can automatically notify the people who care about that step — e.g. tell Sales when the B/L is released, or Documentation when papers are received.

How it's configured

On each line of a Milestone Template (Shipping → Setup → Milestone Templates) there are two notification fields:

FieldMeaning
Notify (Y/N)Y = send a notification when this milestone is completed; N = stay silent.
Notify UsersTick the users who should be alerted for this milestone (multi-select).

What triggers it

On a job's Milestone Entry screen, when a user records the actual completion date — via right-click Mark Done (today) or by typing the date — and clicks Save, the notification fires for that milestone.

What recipients see

Subject: “Milestone: <description> - JOB <job no>”.
Body: e.g. “Job SE-2026-0123 (SE) reached milestone ‘Export customs cleared’ on 2026-06-18. Marked by RAVI.” — plus any remarks entered on the row. Priority is Normal; delivery is the in-app toast + inbox.

When it does NOT fire
No alert is sent if the milestone wasn't seeded from a template, if the template line has Notify = N, or if Notify Users is empty. Each completed milestone notifies once; if you clear the date before saving, the pending alert is cancelled and can fire later when it's genuinely done.

6 Daily milestone-due reminders

Once a day, Ritzy scans for milestones due around now that aren't done yet and reminds the assigned users — so nothing slips without anyone having to open the checklist. To keep the reminders relevant, the sweep covers only a tight window around today: from 1 day ahead through 3 days overdue. A milestone left open longer than that stops reminding (it no longer pops up daily) — track those from the Milestone Dashboard rather than the toast.

The wording adapts to how close the milestone is:

All are delivered as the in-app toast + inbox.

Once per milestone per day
After reminding, the milestone is stamped so it won't remind again the same day — later logins by other users don't produce duplicates. While a milestone stays open and inside the window it reminds again each day.
Milestone Template
|◀◀▶▶| AddEditSaveUndoDelete Close
Job TypeTemplate NameActive (A/I)
AEAir ExportA
AIAir ImportA
SESea ExportA
Milestones in selected template
SeqMilestoneOffset DaysMandatory (Y/N)Notify (Y/N)Notify Users
1Enquiry / quotation received0NNNone selected
2Booking confirmed with carrier0NYUSER1, USER2
7Loaded on board vessel / aircraft2NYUSER1
10Vessel / flight arrived destination (ATA)5YYUSER1, USER3
12Proof of delivery (POD) received7NNNone selected
Fig. Milestone Templates — set Notify (Y/N) and pick the Notify Users on the milestones that should raise an alert when completed; these also drive the daily due/overdue reminder sweep.

7 Marine activity emails

In the Marine Appointment module you can email an activity/status report to the principal on demand — this is a manual email, separate from the in-app pop-ups above.

  1. Open the Marine appointment record.
  2. Click Send Notification.
  3. Ritzy saves the appointment, generates the Activity List report (PDF), and emails it to the principal — To the principal's primary email and CC the secondary email if set.

The subject and body reflect the current activity status, e.g. “Documents Received details of MERCHANT SHIP <voyage>”. Requires the principal's email address and a configured mail server.

8 Tips & troubleshooting

A milestone was completed but no one was notified.

Check the milestone's Milestone Template line: Notify must be Y with at least one Notify User, and the milestone must have been seeded from the template (via Apply Template). Manually added milestones don't notify.

No daily reminders are arriving.

Reminders cover only milestones planned from 1 day ahead through 3 days overdue that are still open and have assigned users. A milestone more than 3 days overdue no longer reminds — check the Milestone Dashboard for those. Reminders run once per day on first login — if a colleague logged in earlier, the day's run is already done.

The Marine email didn't send.

Confirm the principal has an email address on file and a mail account is configured under Email Setup.

I didn't see the toast.

You must be logged in when it's sent; otherwise it waits in My Notifications. The toast polls every ~15 seconds.