We've supercharged our
Order Rules
feature with some powerful new additions
! You now have even more control over automating your sales and purchase order workflows.What's New
Sales Order Rules
- Has Missed Product Variants condition: Automatically identify and handle orders with missing product variants.
- Address Line 1, 2, and 3 parameters: Use these for Bill and Ship To addresses in your conditions for granular targeting.
- Raise Exception action: Create custom error messages directly in the sales order log and dashboard for easy troubleshooting.
Purchase Order Rules
- Add Order Reference action: Easily add order references for better tracking and organization.
Why This Matters
These enhancements give you greater flexibility and precision in automating your order processes. You can now:
- Proactively address issues with missing product variants.
- Create more targeted rulesbased on address information.
- Quickly identify and resolve exceptionswith custom error messages.
- Streamline purchase orders with custom references.
Where to Find It
Go to
Order Rules
under Sales
or Purchases
in the main menu and create or edit an order rule.
Resources
Learn more in our updated documentation:
- How to Create Sales/Purchase Order Rules (Step-by-step guide)
- How to Edit Sales/Purchase Order Rules (Step-by-step guide)
- Rules Conditions and Actions Guide (Information)
- How to Enable/Disable a Sales/Purchase Order Rule (Step-by-step guide)
- How to Execute Sales/Purchase Order Rules Workflows (Step-by-step guide)
- How to Delete a Sales/Purchase Order Rule (Step-by-step guide)