Price rules

Use the Price Rules window to enter rules about particular actions, depending on the sales or purchase case. Price rules can be applied to the whole document or only to single lines of the operation.

You use the Price Rules window only to create rules. The rules apply when saving operation.

To preview the price rules, that will apply for a corresponding operation, before you save it, you must activate the setting Confirm price rules from Settings->Special.

Click on the New button to create a rule. The New Price Rule window will open. Select a rule condition by double-clicking it. A separate window, where you can enter criteria, opens up for each condition. The rules will be applied only if the selected conditions are fulfilled.

You can choose between the following conditions: partner, partners group, location, locations group, user, users group, item, items group, time period in hours, time period by dates, document amount, partner�s turnover, document quantity, amounts due by partner, days of weekand unpaid amount with expired due date.  

You can choose between the following conditions:

Actions tab contains actions, which will be done, if the conditions from Conditions tab are fulfilled. To select an action double-click on it and enter the criteria.

You can choose between the following actions:

You can set exceptions to the rule in Exceptions tab from the New Price Rule window. This step is optional.

 

You can choose between the following exceptions: partner (for example, if the partner belongs to a group, but is not a particular partner of this group); partner�s group (for example, if the partner belongs to a particular group, but not to a subgroup of this group); location; location�s group; user; user�s group; item and item�s group.

 

In Operations tab you can add name of the rule and the operations this rule will be active for.

Click on the Save button to add the rule in the New Price Rule window.

Click on the Cancel button to close the window without saving any changes.

 

Use the Edit button to edit a rule.

Use the Delete button to delete a rule. Select the rule and click on the button. You will be prompted to confirm before the actual deletion takes place.

 

Use the arrow buttons to sort rules by priority.

Rules, which activation is Yes are active and only they will be executed upon saving of an operation.

 


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