How to Create Sales/Purchase Order Rules [Step-by-step guide]

Order rules workflow features allow you to set automatic actions whenever a Sales or Purchase Order matches specific conditions.

These conditions vary depending on the sales and fulfillment channel supported features.

NOTE: For more information about the sales and fulfillment channels supported features, see the techOMS Sales Channels - Master List [Guides List] and techOMS Fulfillment Channels - Master List [Guides List].

As a guideline, conditions can relate to, but are not limited to, the following fields and functions:

• Order references
• Sources
• Ship-to address information
• Total value
• Sales Channel and Warehouse
• Carrier and Service Levels
• Tags
• SKU information
• Product variants
• Warehouse or Source
• Status and Expected Delivery Days
• Stock values

Creating an order rule consist of the following phases:

1. Creating the order rule
2. Configuring the order rule

A. CREATING THE ORDER RULE

To create an order rule:

1. Select the desired account from the header switcher.

2. Click Order Rules from the left menu under the Sales or Purchases section, depending on the desired order rule type.

3. Press Create.

4. Enter the order rule's description and trigger:

• Description: A brief description of the order rule (e.g., "Add Lithium Battery Sticker"). Make sure to enter a succinct but comprehensive description to make the order rule easy to find and maintain.
  
• Trigger: Select the action that will trigger the order rule workflow:
  • Create Sales/Purchase Order API: Triggers the workflow when the Sales/Purchase Order in techOMS is created, either by using the user interface or when it is received via API.
  • Allocate & Fulfill Sales Order UI: Triggers the workflow when the order is manually Allocated and Fulfilled from the techOMS user interface. This option is available for Sales Order Rules only.
  • Run Workflow UI: Triggers the workflow only when the user does so from the techOMS user interface. This option is available for Purchase Order Rules only.

5. Press Save to create the order rule.

B. CONFIGURING THE ORDER RULE

Once you have created the order rule, you need to configure the steps and actions it will perform.

To configure these steps and actions, locate the newly created order rule and follow the instructions in How to Edit Sales/Purchase Order Rules [Step-by-step guide].