• Rule Sequence - This is the order in which you want the trigger to occur.
• Message - This is the notification or message that you can read.

Note: This field will show only if the Rule type is Validation and Recommendation.

• Source Conditions On - You can set conditions. There are two options for selecting the Source Conditions. Source Conditions can be selected for Quotes, Products, Services, and Summary Variables. The following are the two options for selecting Source Conditions.
  • Quotes, Products, Services
  • Quotes, Summary Variables
• Source Conditions - The conditions can be set for Quotes, Products, and Services. The message field will appear only if the Rule type is Validation or Recommendation and the Source Condition is satisfied.
• Actions - Based on the conditions, the following Actions can be performed on the Product Rule.
  • Add
  • Remove
  • Edit
  • Enable 
  • Disable 
  • Show

Adding Product Rule
Follow these steps to add a Product Rule:

1. Log in to the CRM. 
2. Go to Inventory.
3. Select Product Rules.
4. Click +Add Product Rule. The Creating Product Rule page opens.
5. Enter or select information for the following:
   1. Add the Product Rule Name.
   2. Select the Rule Scope from the drop-down.
   3. Select the Rule Type from the drop-down.
   4. Type the message in the text box.
   5. Select the Trigger from the drop-down.
   6. Select Source Conditions On.
      1. Quotes, Products, Services
      2. Quotes, Summary Variables
6. Select Source Conditions.
   1. Select Quotes
      1. Select the Field from the drop-down.
      2. Select the Condition from the drop-down.
      3. Select the status.
   2. Select Product
   3. Select Services
7. Click Save.

Your Product Rule is now successfully added.

Product Rule Principles

Product Rules apply to Quotes and Product Options. The Rule type is dependent on the Scope of a Product.

Trigger choices are dependent on the Rule types you set up.  

• Selection - Add/Delete Item, Save, Always
• Validation - Save
• Recommendation - Add/Delete Item, Save, Always

Selection - Add/Delete Item, Save, Always 

When you select the Selection rule as Rule type while creating a Product Rule, the trigger will be Add/Delete Item, Save, Always. 

For example, When a product is added, to the Quotes, and if Selection Rule is applied, on saving, Always, Adding, or Deleting the Quote, you can select or add other items for which the name suggests Selection.

Selection rule should only show variant and solo as suggested items(not bundles). If Scope is Product Options, then the trigger is set to Always. If a rule is applied once, the same rule will not be applied again in the same edit.

Validation - Save

When you opt for the Validation rule as the Rule type while creating a Product Rule, the trigger will be Save. A validation message will be added in the message field to be displayed while saving the Quote.

For example, If a validation message - Quote must be reviewed before Saving is added, the same message will be displayed while saving the Quote. 

Recommendation - Add/Delete Item, Save, Always 

When you opt for the Recommendation rule as the Rule type while creating a Product Rule, the trigger will be Add/Delete Item, Save, Always. You will get a recommendation about other products that you can purchase.

For example, If you are purchasing a chair, when the recommendation rule is applied, you will get suggestions to purchase other products like tables, fans, etc.

Rule types depend on Scope and Trigger:

• In the case of selection rule type, an additional condition field called Suggested item conditions will be available within product rules. This field allows us to specify conditions for products and services.
• Once the source condition is met within quotes or product options, products or services will be displayed for selection based on these conditions.
• In the case of selected products, only solo and variant products will be visible, while bundles will be excluded. This applies to both quotes and product options within the product scope.