New: Organization-level Sales Order Rules!

We're excited to introduce the

Global Order Rules Library

, a powerful new feature that allows you to create a single

Sales Order Rule

at the

Organization level

and apply it across multiple Accounts.

What You Need to Know

Say goodbye to duplicating the same rules over and over. This feature streamlines operations, reduces manual labor, and minimizes errors by managing your rules from one central place:

Centralized and Reusable
: Create rules once, assign them anywhere, and updates are instantly reflected across accounts.
Smart Execution
:
techOMS
automatically processes Organization-level rules first, followed by Account-level rules, giving you greater control over your workflows.

Where to Find it

Deselect any account in the header switcher and:

From the main menu, click
Organizations
under the
System Configuration
section.
Press
Edit
for the Organization you want to manage.
Go to the
Sales Order Rules
tab and create your first global rule.

You can also use the

Import

feature within the

Maintenance

menu to upload your previously exported Account-level rules. Before doing so,

check the resources below

Resources

Learn more in our updated documentation: