Sales Order Rules Functional User Manual

Sales Order Rules

Sales Order Rules Listing

Sales Order Rule Creation

Step 1: Click the Action button 

Step 2: Select Add New 

Step 3: Click the + (Add) Icon to open the Add Rules Pop up

Step 4: Click the +(Add) icon and select any one option from the list

Step 5: Click on Class and select appropriate option from list 

Step 6: Click on = Equals and select appropriate option from list 

Note: Options change as per selection of as step 5

Step 7: Click drop down icon and select appropriate option from list 

Note: Options change as per selection of as step 5, 6

Step 8: After create rules click on Add

Step 9: Click drop down icon and select appropriate option from list

Step 10: Click Save to add rule or Refresh to cancel 

Edit Sales Order Rule

 

 Step 1: Click the Edit icon to enable editing 

Step 2: Click the Expand icon to view sales rep part

Step 3: Click drop down icon and select new appropriate option from list

Step 4: Click the +(Add) icon

Step 5: Change rule as you want and click on Add

Add Row

Step 6: Click the Action button 

Step 7: Select Add Row 

Step 8: Enter Key

Step 9: Click drop down icon and select Match from the list 

Step 10: Click drop down icon and select Sales Rep from list

Click outside the system will add sales rep as selected and enter data

Upload File

Step 11: Click the Action button 

Step 12: Select Upload File 

Step 13: Select File and Click Open 

Note: In value if first name and last name white space system will trim that value and upload data must match against concatenated firstname + “ “ + lastname

Step 14: Click Yes for Override existing sales rep list and upload new as per file OR Cancel for not upload file

Note: As above image where filed selected as a None system will not display Action-> Add Row, Uploaded File option

After click yes as per step14 system will display sales rep as uploaded file

Delete Sales Rep

Step 15: Click the Delete icon next to the sales rep

Step 16: Confirm by clicking OK to delete, or cancel to abort the action

Step 17: Click Save or Refresh to cancel 

Delete Sales Order Rule

Step 1: Click the Delete icon next to the sales order rule

Step 2: Confirm by clicking OK to delete, or cancel to abort the action

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