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

This article is divided into the following sections:

1. Creating the Order Rule
   1. Account-Level
   2. Organization-Level
2. Configuring the Order Rule

I. CREATING THE ORDER RULE

When creating an Order Rule, you will first need to define its level and the following properties:

• 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: The action that will trigger the Order Rule workflow.
  
  
  NOTE: The User Interface (UI) elements referred to in the following table are:
  

  • For Purchase Orders: The Run Workflow option in the Actions menu.
    
  • For Sales Orders: The Allocate & Fulfill Orders option in the Actions menu. For more information, see: How to Allocate & Fulfill Sales Orders [Step-by-step guide].

   
  

  		TRIGGERS ON
  	OPTION	UI	API
  PURCHASE ORDER RULES	Create Purchase Order API
  	Run Workflow UI
  SALES ORDER RULES	API Workflow
  	UI Workflow
  	API & UI Workflow

Order Rules can be created at both the Account and Organization levels. Refer to the subsection that best suits your case.

i. Account-Level

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. Define the Order Rule using the properties described above.

5. Press Save.

The Order Rule has been created. Go to the next section to configure it.

ii. Organization-Level

NOTE: Purchase Order Rules cannot currently be created at an Organization-Level.

Before creating an Organization-Level Sales Order Rule:

• Verify required user permissions by referring to: techOMS User permissions structure [Information].
  
• Make sure you understand how the Global Library works by referring to: Understanding Global Order Rules Library for Your Organization [Guide].

1. Deselect any currently selected account.

2. Click Organizations from the left menu under the System Configuration section.

3. Press Edit for the desired organization.

4. Click the Sales Order Rules tab.

5. Press Create.

6. Define the Order Rule using the properties described above.

7. Press Save.

The Order Rule has been created. Go to the next section to configure it.

II. 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].