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.
(These invoice rules also apply to quotations, job cards and sales orders)
How It Works:
•When the main item is added to the invoice, the system automatically includes the bundled items.
•Any predefined discounts or pricing rules are applied to the bundle.
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, they might receive a discount for the old battery they're trading in.
•The used battery must be loaded as a trade-in item.
•When selling the new battery, Smart-IT automatically loads the used battery item.
Example 2:
•When selling a tyre, you also need to sell a valve.
•Smart-IT automatically loads the valve when the tyre is added to the invoice.
Steps on how to do the setup: Navigate to Invoice Extra > Invoice Rules
Invoice Rules
