Invoice Extra: Invoice Rules |
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Invoice Rules / Bundled Sales
Bundled sales involve selling a main item that is automatically grouped with related items. For example, purchasing a camera might include a case, memory card, and lens cleaner as part of the bundle.
How It Works:
•When the main item is added to the invoice, the system automatically includes the bundled items, applying any predefined discounts or pricing rules.
Benefits:
•Simplifies the Sales Process: Bundling streamlines the invoicing process.
•Ensures Complete Customer Packages: Customers receive all necessary components.
Why would you want to use this feature?
Example 1:
When a customer purchases a car battery from you, they get a discount for the old battery they are trading in (the used battery needs to be loaded as a trade-in item).
When selling the new battery, Smart iT automatically loads the used battery item.
Example 2:
Together with selling a tyre you must also sell a valve.
When selling the tyres, Smart iT loads the valves automatically.
Steps on how to do the setup: Navigate to Invoice Extra > Invoice Rules
Invoice Rules
These rules also apply to quotations, job cards and sales orders
