Invoice Extra: Invoice Rules |
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Go to Invoice >Extra > Invoice Rules
Invoice Rules / Bundled Sales
Navigate to: Invoice Extra > Invoice Rules
Invoice rules (also called bundled sales) let you automatically add related items, apply discounts, or enforce package deals when a main “trigger” item or combination of items is sold. This works across:
•Invoices
•Quotations
•Job Cards
•Sales Orders
How It Works:
When the main/trigger item (or stock group) is added to a document:
•The system automatically adds the bundled item(s).
•Predefined discounts, quantities, or descriptions apply instantly.
Benefits:
•Speeds up sales and invoicing – no manual addition of common extras.
•Ensures customers get complete packages (e.g., tyre + valve, service kit).
•Reduces errors and missed upsell/cross-sell opportunities.
•Supports trade-ins, mandatory accessories, and promotional bundles.
Real-World Examples
•Car Battery Trade-In
When selling a new car battery, a customer may receive a discount for trading in their old battery.
•The used battery must be loaded as a trade-in item.
•When the new battery is sold, Smart-IT automatically adds the trade-in item to the invoice.
•Tyre and Valve
When selling a tyre, a valve is also required.
•When the tyre is added, Smart-IT automatically adds the valve to the invoice.
•Service Packages — Selling a “2000 km Service” item auto-adds oil, filter, labour, etc., with bundled pricing.
•Monetary Value Above Minimum Amount (Threshold Discount)
You can give the customer an automatic discount if their invoice subtotal exceeds a certain amount — no specific trigger item required.
How to set it up:
•Set Minimum Total Inclusive to your threshold (e.g., R5,000).
•Skip the Requirements section (leave it empty — no stock group or item needed).
•Go to the Action Tab:
•Add an Is Discount item (create one in Stock Main if needed; mark it as “Is Discount” in Additional Info tab).
•In the Line Total Inc = Total Discount % column, enter the discount percentage you want to give (e.g., 5% or 10%).
•The system applies this discount automatically when the invoice total (inclusive) reaches or exceeds your minimum threshold.
•This is perfect for volume-based promotions like “Spend R5,000 or more → get 7% off your entire order.”
Requirement (Rule Triggers) Tab
How to Set Up an Invoice Rule – Step-by-Step
1. Go to: Invoice Extra > Invoice Rules
2. Click Add Rule (or edit an existing one)
3. Enter a clear Rule Name (e.g., “Tyre + Valve Bundle”, “Battery Trade-In”, “2000km Service Package”).
4. Filters & Checks (controls when the rule triggers)
•Match Only Once — Enable if the match must take place only once, for example, You sell a tyre and client gets a valve. Sell 2 tyres, client still gets only 1 valve.
•Minimum Total Inclusive — The rule will not apply if the document total is below the specified amount.
Example:
If the minimum is R3,000 and the tyre value is R2,000, the rule will not trigger.
•Type — Limit to Cash clients, On Account, or Any.
•Web Orders — Include or exclude rules from applying to online/web orders.
•Requirement Filter (AND / OR)
Determines how multiple requirement rows are evaluated.
Example (Dunlop and Pirelli rows):
•AND – Both Dunlop and Pirelli must be sold to trigger the rule.
•OR – Selling either item will trigger the rule.
•Branch — Select a specific branch or leave blank for all branches.
5. Requirement
specify the triggers/requirements for the rule. The requirement filter setting at top specifies if all items are required (AND) of any of the requirement items (OR).
Stock Group / Stock Item
Choose whether the rule applies to:
A Stock Group (e.g. Tyres – any tyre triggers the rule), or
A Specific Stock Item (e.g. a particular tyre).
Quantity
Specify the quantity to add.
Action Tab
6. Action Tab
•Add Item — Choose the item(s) to auto-add (e.g., valve, trade-in battery, oil filter).
•Line Description — Custom text for the added line. (Blank for default)
•Line Discount % — Apply a discount percentage to the added item.
•Line Total Inc = Total Discount % — Discount % on the document total inclusive. Use only with “Is Discount” items (Stock Main > Additional Info tab).
•Line Qty (for added item):
•Set to 0 → Allows manual adjustment of the added item’s quantity.
•Set to 1 → Quantity matches the trigger item exactly (e.g., 4 tyres → 4 valves) and cannot be changed manually.
•Set to 2 → Quantity matches the trigger item X 2 (1 tyre → 2 Valves, 2 tyres → 4 Valves) and cannot be changed manually.
7. Checks Tab
The Check Tab defines quantity validation rules that are evaluated when an invoice rule is triggered.
Check Type
Use this option to enforce quantity rules for the item being sold (trigger item):
•Exact Amount – The quantity must match exactly the value defined in the trigger rule.
•Any other quantity is rejected.
•Multiple Of – The quantity must be a whole-number multiple of the specified value.
•Example:
•Multiple of 2 → only quantities of 2, 4, 6, etc. are allowed
•Multiple of 3 → only quantities of 3, 6, 9, etc. are allowed
•At Least – Allows the item to be sold in quantities equal to or greater than the specified amount.
This is useful for enforcing minimum quantities, pack sizes, or fixed bundle rules during invoicing (and also applies to Quotations, Job Cards, and Sales Orders).
Once saved, test the rule by adding the trigger item to a new invoice/quote/job card — the bundle should appear instantly.
This feature turns complex sales into one-click simplicity, improves consistency, and boosts average order value through smart automation.
