Create or edit a Rule

A rule determines which products of your incoming orders should be ordered from which suppliers. You can decide this based on the order details or product specifications of your incoming orders.

In this article, you'll learn how to create or edit a Rule.

Before you start

Here are some things to know before you create a rule

  • A Rule consists of 1 or more Conditions

  • A Condition consist of 3 parts: Variables, Operators and Values

  • To learn more about Rules, please read the following article: Getting started with Rules

Create your first Rule

To create a Rule, follow these steps:

  1. Click Rules (in the menu).

  2. Click New rule.

  3. To create your first condition, select your Variable (for example "Product Name").

  4. Select your Operator (for example "Contains").

  5. Fill in your Value (for example "t-shirt"), and click Continue.

  6. Select your Supplier from where you want to buy the products that match this rule (for example "T-shirt Supplier), and click Save this rule.

Your new Rule with the first Condition is now created. When you receive an order that matches this Rule, it will be automatically ordered at the Supplier you selected.

Edit a Rule

Do you want to set more Conditions, or do you want to edit this Rule? Follow the following steps.

  1. Click Rules (in the menu).

  1. Click View next to the Rule you want to edit.

  2. Now you will see a different view than when you created this Rule. In this view you can edit or add new Conditions.