Working with Rules

Modified on: 2018-05-03 16:51:24 -0400


Overview

Rules are used to manage products, minimums, maximums, rounding, availability dates and days.  Products can be restricted to a group of contacts with a rule.  


Benefits

Allows flexibility in meeting the varying needs of your customers.  Can be used to manage both Sales and Work orders.


Navigation

Location Console > Administration > Catalog > Rules


Adding a Rule:


Product Rule Details

Click Add

  • The system will assign a name for the rule that you are creating.  It is recommended that the rule is renamed.
  • Examples:
    • A rule that will apply to the majority of your contacts could be named "Default Sales Rule."
    • A rule that restricts a selected group of contacts could be named "ABC Group."
    • A rule that that applies to certain types of products could be named "Bakery."
    • A rule that restricts the days of the week an item can be orders could be named "Mon/Wed/Fri."
  • Type
    • Sales Orders - orders that are supplied by this location to the contacts listed under the Network tab
    • Work Orders - orders that are generated for this location only
  • Contact Scope - a selection is required for Sales Orders.
    • By Selection - Add Contacts 
      • allows the use of Groups and/or Labels as assigned in this location under the Network tab.
  • Include all contacts in this scope - will apply to all contacts that this locations supplies.
  • By Label - Contacts that this location has assigned under the Network tab.


Adding Products

  • Catalog - select the catalog that contains the products needed.
  • Category - select  the category for the item(s) needed.  It is recommended that you focus on one category at a time.
  • Groups - if you have customized your categories with your own groups, use this option to select your items
  • Filter - removing the check-mark from Active Products will display all products
  • Select All or check the products needed
  • Select Products

Note: When using the link in the product overview to set rules for a new product and the Rules page is blank, click on the Rules tab at the top to display your existing Rules.


Setting Rule Details

  • Availability Dates & Days
    • Start and End date (if applicable) for the product
    • Days product is available to be ordered
      • by default All Days is preselected
      • unselect All Days to set individual days 
      • Unselect All Days to blackout a product
  • Minimum Quantity - this is the least number of pieces that can be ordered. It is unnecessary to enter 0 or 1.
  • Maximum Quantity - this is the maximum number of pieces that can be ordered.
    • Minimums and maximums are applied after rounding rules
  • Round Quantity - the number of pieces you wish an item to round up, 
  • Rounding Direction - up,down or closest.    
    • When rounding "Down" or "Closest", it is recommended that you set a minimum as it is possible that an order will round down to zero.
    • If forecasting is being utilized, it is recommended that you round closest.
  • Clone can be used to copy  information from a product that is chosen as the source to one or more other products.


Remember to Save Changes



Tips:

  1. Use a rule to blackout products only available to select contacts.
  2. Use clone to copy attributes of one product to many.






 




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